About the position
The Accounting-Tax Assistant supports the Tax and Accounting teams by handling clerical and administrative tasks such as retrieving incoming mail, sorting and delivering as needed, scanning supporting documents, and sending/receiving checks. The position plays a key role in supporting the Tax and Accounting departments of the organization, handling a variety of administrative and support duties. The volume of scanning and printing is high – approximately 6000 business licenses, 6800 property tax items, and 1200 sales tax items annually.
Responsibilities
- Print tax checks and match to correct tax bills, returns, notices, or license applications, and take to Office Services for mailing.
- Organize property tax returns received by mail, obtain signatures, print tax returns from tax software and mail required support to taxing authorities.
- Coordinate with managed services provider as needed to ensure timely mailing of tax returns and bill payments.
- Complete monthly review and reconciliation of tax department credit card transactions.
- Open, sort, and distribute the mail for Tax, Accounts Receivable, and Accounts Payable departments.
- Scan incoming Accounts Payable checks and invoices, email scanned documents to AP email.
- Print Accounts Payable checks and deliver to Office Services. Ensure printers have the correct check stock at the time of printing.
- Review checks returned to AR, locate client in AR system and update any customer information if needed. If customer can’t be located, notify AP to void/cancel the refund request and notate the customer account. If address change was required, notify AP to void request and resend new one.
- Complete affidavit requests for lost checks, have it notarized and send supporting documentation back to customer as requested.
- Ensure incoming Accounts Receivable checks are for a Full-Service customer account. Deposit these payments via virtual app.
Requirements
- 1-3 years of Accounting and/or Tax experience
- High school diploma
- Proficient in Microsoft Office Suite
- Strong attention to detail and accuracy.
- Excellent organizational and time-management skills.
- Ability to work independently.
- Strong written and verbal communication skills.
Benefits
- Medical, dental, vision, life insurance
- Paid vacation and sick days
- Paid holidays
- Tuition reimbursement
- 401(k) with company match
- In-house salon with complementary services
- Merchandise discount at Sally Beauty and CosmoProf Professional onsite store
