Accounting Administrative Assistant

TaxLeaf • North Miami, FL

3d

About The Position

The Accounting Administrative Assistant supports the accountant manager with daily tasks in Contador Miami’s office. The role receives, processes, manages, and files paperwork; assists clients by email, phone, and in person; and uses Leafnet as the primary tool for managing clients and related services.

The position serves as a liaison between clients and the accountant manager, coordinates with staff and corporate departments, and performs administrative and some accounting duties, including tax return preparation and bookkeeping reviews. It also provides direct client service, maintains confidential information, and carries out other duties and special projects as assigned by the department head.

Requirements

• Bachelor's degree or equivalent.
• One year of experience as an administrative assistant or in a related field.
• One year of experience as an accountant, financial specialist, or in a related field.
• Knowledge of tax preparation.
• Analytical and resourceful.
• Ability to work independently and as part of a team.
• Excellent written and verbal communication skills.
• Spanish is required; English is desired.
• Above-average time-management skills.
• Strong interpersonal skills.
• Attention to detail and organization.
• Excellent organizational and analytical skills, multitasking skills, and ability to prioritize.
• Proactive and self-driven, able to fulfill responsibilities without close supervision.
• Customer service orientation.
• Ability to multitask and perform duties outside the scope of work when necessary.
• Proficiency in Microsoft Office and Teams.

Responsibilities

• Support and assist the accountant manager with daily tasks.
• Receive, process, manage, and file paperwork.
• Attend to clients by email, phone, and in person.
• Use Leafnet to manage clients and related services.
• Serve as liaison between clients and the accountant manager by receiving and screening calls and visitors, responding tactfully, taking messages, and directing calls appropriately.
• Coordinate work with other staff as needed.
• Make calls to governmental offices.
• Perform accounting duties such as tax return preparation and bookkeeping reviews.
• Maintain active communication with corporate departments.
• Prepare and maintain task and database reports.
• Provide feedback to accountants and the sales team to support efficient internal communication.
• 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.
• Schedule meetings and send emails.
• Print, fax, mail, copy, scan, file, and email documents.
• Compose and prepare letters.
• Use Leafnet to place orders, apply payments, complete projects, and document interactions.
• Follow up on actions, services, and leads.
• Prioritize matters requiring the accountant manager’s attention, redirect matters to staff, or handle them personally as appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level