We need an energetic, happy, creative, flexible, fun person to manage client case files in our small but expanding professional office.
(Think... dependable, organized, former cheerleader with accounting / bookkeeping experience who can follow directions and take control!)
Responsibilities will include:
Case File Management (collect, assemble, review and analyze client financial information)
Daily Client Interaction (telephone, email, etc.)
Client Accounting / Bookkeeping Duties
Making (and Keeping) New and Current Clients Happy
Administrative / Back-up Reception Duties
Creating and Maintaining a High Level of General Office Morale!
QUALIFICATIONS:
Accounting / Tax Preparation background and/or experience is a minimal requirement - CPA candidate preferred, but not required.
Advanced Knowledge of MS Office (Word, Outlook and Excel), highly organized, detail oriented, a fast learner and capable of following directions.
Knowledge and/or Experience with accounting / bookkeeping software is required and experience with CRM software would win BONUS points.
To LOVE this job you must be capable of managing multiple client files and willing to learn new skills in a growing small-office environment.
If you think you are the PERFECT person for this position, email us a 1 page response and tell us why.
We’re looking forward to reading your responses....!!!