Administrative Assistant / Bookkeeper – Tax & Accounting Firm
We are seeking a highly organized and detail-oriented Administrative Assistant / Bookkeeper to join our tax and accounting firm. This entry-level position combines administrative support with bookkeeping responsibilities to ensure efficient office operations and accurate financial recordkeeping. The ideal candidate will have excellent communication skills, strong attention to detail, and prior coursework, internships, or experience working with financial documents and confidential client information. Recent graduates are highly encouraged to apply.
Key Responsibilities
Administrative Support
- Greet clients and provide professional customer service in person, by phone, and via email
- Schedule appointments and manage calendars for accountants and tax professionals
- Maintain client records, tax documents, and electronic filing systems
- Prepare engagement letters, correspondence, reports, and other firm documents
- Monitor office supplies and coordinate administrative tasks to support daily operations
- Assist with client onboarding and document collection during tax season
- Ensure compliance with firm policies regarding confidentiality and document retention
Bookkeeping & Accounting Support
- Record financial transactions and maintain accurate bookkeeping records for clients
- Process accounts payable, accounts receivable, and bank reconciliations.
- Assist with payroll processing and payroll tax reporting
- Assist accountants with tax return preparation, client financial statements, and audit support
- Maintain accuracy and compliance with accounting standards and tax regulations
Qualifications
- Associate degree or higher in Accounting, Finance, Business Administration, or a related field preferred; current students graduating by December 2026 will also be considered
- Previous coursework, internship experience, academic projects, or employment experience in bookkeeping, accounting, tax administration, or office administration
- Familiarity with accounting software such as QuickBooks or similar platforms; training may be provided for the right candidate
- Strong knowledge of Microsoft Office, particularly Excel
- Excellent organizational, time-management, and communication skills.
- Ability to manage multiple priorities and meet deadlines during peak tax seasons
- High level of discretion when handling confidential financial and personal information
- Willingness to learn tax, bookkeeping, and accounting procedures in a professional environment
Preferred Qualifications
- Internship or work experience in a CPA, tax preparation, or accounting firm
- Familiarity with tax software and electronic document management systems
- Knowledge of payroll processing and basic tax reporting requirements
Key Skills
- Bookkeeping and financial recordkeeping
- Accounts payable and accounts receivable
- Bank reconciliations
- Tax document management
- Client relations and customer service
- Data entry and financial reporting
- Attention to detail and accuracy
- Confidentiality and compliance
