Office Manager for Accountant Firm
- Careers Advancement Opportunities
- Flexible Scheduling
- Competitive Compensation
- Anticipating the daily needs of other staff and clients by managing the calendar, meetings and other deadlines
- Performing standard clerical duties such as copying, scanning, filing, answering phones, emails & voicemails, ordering supplies, etc.
- Attending to clients at the front desk for both accounting and tax pickup and drop off of documents, taking payments, maintaining a clean office space in the front and back of the office
- Printing client forms, generating and delivery of tax organizers, and returns. Contacting clients for delivery of tax documents or assist in contacting them to retrieve missing information
- Communicating tax results directly to clients, mailing and filing tax returns and IRS documentation
- Displaying a knowledge of accounting and tax forms, deadlines, dates and other client related information and communicating that with clients
- Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger
- Complete tax forms, sales tax,
- Enter data, maintain records and financial statements
- Process accounts receivable/payable and handle payroll in a timely manner
- Maintain positive office atmosphere through leadership and communication.
- Bachelor's degree (B.A./B.S.) in Accounting from a four-year College or university.
- At least 6 years of progressive accounting experience.
- CPA with at least 3 years of public accounting experience preferred.
- Must have experience with Lacerte, QuickBooks and Office Tools
- Extensive knowledge of financial accounting concepts, GAAP and IFRS standards, policies, and procedures.
- Strong analytical, organizational and technical accounting skills.
- Advanced Excel, MS Office skills (Word, PowerPoint, Outlook, Teams).
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