Accounting Assistant

Tait & Associates, Inc.Santa Ana, CA
3d$23 - $27Onsite

About The Position

The Accounting Assistant provides essential support to the Accounting Department and will be required to be in-office for 5 days. This role reports to the Controller and assists with data entry, report generation, accounts payable support, and general accounting administrative tasks. The ideal candidate is highly organized, dependable, and proactive — someone who learns quickly, enjoys problem-solving, and is not afraid to self-teach. This role works extensively within Deltek accounting software and will gain exposure to a variety of internal procedures and cross-department collaboration.

Requirements

  • 1–2 years of experience in an accounting support or administrative role.
  • 2+ years of experience using Microsoft Excel and Outlook.
  • Strong attention to detail and high organizational skills.
  • Dependable, proactive, and able to work independently as well as collaboratively.
  • Comfortable learning new software and procedures quickly; self-teaching mindset encouraged.
  • Strong written and verbal communication skills with a professional, kind, and service-oriented approach.
  • Ability to prioritize tasks, meet deadlines, and work effectively in a fast-paced environment.
  • Analytical thinking and problem-solving skills.

Responsibilities

  • Organize and maintain Accounting Department project files and documentation.
  • Assist with monthly credit card reconciliation.
  • Manage the Accounts Payable (AP) email inbox and ensure proper organization and follow-up.
  • Process checks and enter Accounts Payable vouchers into the accounting system.
  • Set up new projects in the accounting system and adjust project budgets as needed.
  • Verify and post business transactions (e.g., ACH payments).
  • Support Accounts Payable and Accounts Receivable workflows by coordinating with the accounting team.
  • Maintain accounting records by copying, filing, scanning, and documenting as needed.
  • Support Project Managers by assisting in budget management, processing contract documents, preparing change orders, and general team coordination
  • Prepare and send project invoices
  • Follow up on outstanding invoices through collections process
  • Provide administrative support to ensure smooth day-to-day operations
  • Handle confidential information with professionalism and discretion.
  • Answer and direct incoming phone calls in a professional, customer-service-focused manner.
  • Greet and assist visitors warmly.
  • Receive, sort, and distribute mail and packages; scan or route items as needed.
  • Coordinate FedEx shipping requests and deliveries.
  • Provide additional administrative support as needed across the organization.

Benefits

  • Flexible Work Schedule Options - Remote, Hybrid, In-Person
  • Medical options including PPO and HDHP with Health Savings Accounts (no extra charges for spouse or dependent coverage)
  • Dental Plans with little to no deductible
  • Vision PPO plan that’s accepted widely from local offices to large retailers
  • Company paid Life Insurance
  • Voluntary Life, Accident and Critical Illness plans
  • Dependent Care and Flexible Spending Accounts
  • Employee Assistance Program
  • Retirement plan 401(k) with employer match
  • Paid time off to relax and recharge with vacation, holidays, and sick time.
  • Annual memberships with Strava and Headspace for additional health and wellness benefits
  • Maternity and Paternity leave time options to care for the newest little family members
  • Support for professional growth and development.
  • Corporate Lodging Program (CLC)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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