The responsibilities of the role will include bookkeeping, along with front desk administration duties and customer relations.
Primary Responsibilities:
· Assure coverage of accounting front desk
· Set up forms/help clients understand them, compose & or type various types of letters as needed
· Make/answer, screen, & redirect phone calls
· Oversee/fill in tax return logs/slips/sheets with accuracy/validity
· Accept client payments, letters & envelopes, record & send faxes
· Track/assist incoming & outgoing documents including confidential tax returns & ensure signing of e-file forms, send to appropriate staff through appropriate method
· Follow up with clients, greet clients
· Schedule/confirm appointments & missed ones, be adept with multiple calendars for scheduling appointments
· Prepare sales and payroll tax forms, 1099 and other forms, do bookkeeping, use a basic knowledge of income tax
Qualifications:
· High School Diploma or Equivalent
· Proficient with Microsoft Word, Excel, and Outlook
· Excellent ability to Communicate Clearly & Professionally both Verbally & in Writing
· Known capability with Stress Management, Confidentiality, and Being personable with other staff members.
· Must have the ability to work independently but also able and willing to follow instructions from a supervisor.
· 3 years’ Experience in a comparable role in an Accounting Office
· Proven Ability to Multitask, Prioritize and Meet Deadlines
· Experience with QuickBooks, QuickBooks Online, Lacerte, SmartVault and Acrobat
· Hands-On Experience/Working Knowledge of office equipment (e.g., printer, voicemail, messaging system, copier, fax, scanner, shredder, postage and credit card machines, computer)
· Ability to work flexible overtime during tax season, including Sundays (part time hours available over summer)
Job Types: Full-time, Part-time
Pay: $24.00 - $28.00 per hour
Benefits:
- Dental insurance
- Health insurance
Experience level:
Physical setting:
Schedule:
- Day shift
- Monday to Friday
Experience:
- Bookkeeping: 3 years (Required)
- QuickBooks: 1 year (Required)
Ability to Relocate:
- Cheektowaga, NY 14225: Relocate before starting work (Required)
Work Location: In person