Bookkeeper/Administrative Assistant

$41,600 - $62,400/Yr

Roi-tax - Portland, OR

Full-time - Entry Level

Remote - Portland, OR

About the position

The Bookkeeper/Administrative Assistant position at ROI Tax involves supporting local businesses with their accounting needs while maintaining a client-focused environment. The role emphasizes accuracy, integrity, and transparency, aiming to provide bookkeeping expertise and assist in organizing financial records. The position offers opportunities for professional growth within a dynamic and energized work environment.

Responsibilities

• Work with an expanding team of financial professionals.
• Document internal transaction details.
• Maintain complete and accurate profit and loss statements and balance sheets to support client tax returns.
• Maintain corporate clients' books and financials in QuickBooks to support tax-filing and tax-planning services.
• Coordinate delivery of Tax Organizers via tax portal, US Mail, and in-person.
• Use tax portal to deliver and exchange tax documents with clients.
• Apply company policies, procedures, and tax rules to troubleshoot and resolve tax issues.
• Ensure staff work-assignments flow properly and are completed accurately and timely.
• Implement technology within client assignments and internal processes.
• Support team members' and one's own pursuit of relevant professional development through current client assignments and outside continuing education.

Requirements

• Bachelor's degree in accounting or related field (preferred).
• Licensed as a CPA or LTP.
• 2+ years of experience in a bookkeeping-related position.
• Experience managing an office with supporting staff.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Willingness and ability to adapt to changing priorities as the organization grows.
• Demonstrated high level of self-motivation to drive effectiveness and efficiency.
• Superior verbal and written communication skills, including presentation skills.
• Experience with UltraTax or similar tax preparation software, QuickBooks, and Microsoft Office.
• Advanced Microsoft Excel knowledge.

Nice-to-haves

• Experience managing an office with supporting staff.

Benefits

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off