Accounting Assistant Jobs

About The Position

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.