Accounting Administrative Assistant

TaxLeaf•North Miami, FL

2d•Onsite

About The Position

Support and assist the accountant manager with daily tasks in Contador Miami's office. This role involves receiving, processing, managing, and filing paperwork, as well as attending to clients via email, phone call, and in person. The primary tool for managing clients and related services will be Leafnet.

Requirements

Bachelor's degree or equivalent
One year of experience as administrative assistant or a related field.
One year of experience as accountant/financial specialist or a related field.
Knowledge on tax preparation
Must be analytical and resourceful.
Must have the ability to work independently and as part of a team.
Excellent written and verbal communication skills.
Spanish is a must.
Above average time-management skills.
Great interpersonal skills.
Attention to detail and organization are critical to this role.
Excellent organizational and analytical skills, multitasking skills, and priority criteria.
Be proactive and self-driven to fulfill all job responsibilities without close supervision.
Customer service orientation is a must.
Ability to multitask and perform duties outside of the scope of work when necessary.
Proficient in Microsoft Office and Teams environment.

Nice To Haves

English desired

Responsibilities

Serve as liaison between clients and the accountant manager, including receiving and screening phone calls and visitors, answering with tact and diplomacy, taking messages, and directing calls appropriately.
Coordinate work with other staff as needed.
Make calls to governmental offices.
Perform some accounting duties, like tax return preparation and bookkeeping reviews.
Maintain active communication with corporate departments.
Prepare and maintain tasks and databases report.
Provide constant feedback to the accountants and sales team, ensuring internal communication for a more efficient process.
Maintain the confidentiality of company and client information in accordance with established policies.
Perform other duties and special projects as assigned by the department head.
Customer service: This position requires direct communication with clients.
Schedule meetings and send emails.
Handle printing, faxing, mailing, copying, scanning, filing, and emailing documents.
Compose and prepare letters.
Impeccable use of Leafnet to place orders, apply payments, complete projects, and document interactions.
Follow up with actions and services and leads.
Determine priority of matters of attention for the accountant manager; redirect matters to staff to handle, or handle matters personally, as appropriate.