Jonathan W White CPA, PLLC→
PT Admin. ASSISTANT / BOOKKEEPER at Jonathan W… · Matthews
Skills
Job Description
Company Description
Jonathan White CPA, PLLC is currently seeking an ADIMIN. ASSISTANT / Bookkeeper for a part-time position. This is an entry level position. The ideal candidate would have a pleasant personality, sunny disposition, a strong desire to be of assistance and a mature responsible nature. We would be pleased to train from the ground up! If you are looking for Exceptional Growth…. this is a great opportunity to become involved with a rapidly growing firm | Work with interesting clients | Use tech-savvy solutions.
Job Description
The position will be responsible for providing a broad spectrum of support to the owners of the company in a fast paced, challenging and rewarding environment. Desirable qualities include a willingness to learn and the ability to follow detailed instructions; extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects.
Job Description
ESSENTIAL JOB FUNCTIONS
- Personal Assistant tasks include but are not limited to, running errands, ensuring timely lunch delivers; Organize office and documents; answering the main office calls; handling mail, emails, calls and scheduling of owner's appointments.
- Process and assemble tax returns, extensions and estimates.
- Prepare tax organizers and engagement letters in accordance, with firm's policies and procedures.
- Prepare correspondence, proofread and format documents using Microsoft Word
- Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate.
- Learn to maintain a small book of clients. Candidates will learn full cycle bookkeeping.
- Perform other duties as assigned by the Firm Administrator and Department Managers.
Qualifications
PREPARATION, KNOWLEDGE, SKILLS & ABILITIES
- Associates or bachelor’s degree desired.
- Full-cycle bookkeeping experience is desired but not required.
- Strong written and verbal communication skills.
- Advanced proficiency with all Microsoft applications.
- Superior organizational and follow-through skills with strong attention given to details and deadlines.
- Flexibility to change direction frequently between tasks and between different clients.
- Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously.
- Ability to operate with a sense of urgency.
- Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees.
- Open to constructive feedback and on-going self-improvement.
- Flexibility to work additional hours during peak periods of the year.
Additional Information
About Us
We are a Forward-thinking, modern CPA firm with a focus on providing exceptional advisory services for our clients Nationwide. We believe that there is a better way to service clients and are reshaping the public accounting industry with our A team. Our team is technology driven. We communicate asynchronously, work autonomously, and love to take ownership of our work. If you are a tech-savvy problem-solver; you’ll fit right in. If you enjoy the culture of working autonomously, taking care of clients and using a variety of technologies to communicate with co-workers and to keep detailed records of all client work performed; we invite you to join our A-Team!
Why JWW, CPA?
- Technology-driven firm.
- Proactive approach with our clients
- Great culture that firmly believe in life balance, family life and community involvement.
- Independence, autonomy and accountability are applauded and rewarded at our firm!
Benefits:
We value our employees’ time and efforts. Our commitment to your success is enhanced by our benefits package, here are just a few:
- Cloud-base-work
- Our clients are located Nationwide, so flexibility is required, and is our strength.
- Competitive Salary
- Future growth opportunities within the company
- We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
- We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
- Uncompromising integrity, a passion for excellence and mutual respect.
Job Type: Full-time
Pay: $12.50 - $17 / hr