Paraprofessional
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This role supports a variety of clients in accomplishing monthly accounting tasks associated. These could include payroll, payments, preparing financial statements, and other standard monthly, quarterly, and annual accounting reports.
Primary Responsibilities
This role is responsible for supporting several clients with standard accounting tasks.
These tasks include, but are not limited to:
Posting journal entries into QuickBooks
scan and upload various documents to proprietary system
use different systems to support the clients – QuickBooks, Yearli, etc.
counsel clients regarding different requirements
maintaining confidentiality and performing all tasks in keeping with established protocols for security
maintains an effective, systematic and timely filing system
Codes, scans, files and distributes communications effectively
Provide clients with requested reports at different intervals
Working Conditions
This is an in-office role occasional travel to client offices may be required
Due to the nature of the business deadline days will require late hours.
Occasional seasonal hybrid flexibility offered
Generous PTO and work life balance
High School Diploma
Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Office 365)
Knowledge of Quickbooks Online, Quickbooks Desktop
Professional and Presentable with Strong Ethics and Problem-Solving abilities
Trustworthiness with confidential and sensitive information
Dependable, reliable, patience, tact, confidence, and flexibility
Ability to multitask, remain calm and work independently and prioritize workload.
Excellent oral and written communication skills
Attention to detail
At least 3 years in an accounting role