Job Responsibilities

This position will assist with the day-to-day operations of the office while gradually taking on entry-level bookkeeping and payroll responsibilities.

Administrative duties include:

• Answering phones and assisting clients
• Monitoring and responding to general office emails
• Greeting clients and helping with document drop-offs and pickups
• Checking the PO Box and processing incoming mail
• Entering and recording client payments
• Scanning, organizing, and filing client documents
• Uploading and organizing documents in client files and portals
• Assisting with scheduling and general office organization
• Helping the accounting team with various administrative projects

During Tax Season:

• Assist the tax team with tax return processing and filing
• Organize, scan, and upload client tax documents
• Assist with assembling and processing completed tax returns
• Track missing client information and documents
• Assist with electronic filing procedures and maintaining filing records
• Help obtain client signatures and required e-file authorization forms
• Assist clients with tax document drop-offs, pickups, and portal uploads
• Provide general administrative support to tax preparers during the busy tax season

Entry-Level Bookkeeping & Payroll Duties:

• Entering transactions into accounting software
• Assisting with bank and credit card reconciliations
• Entering bills, expenses, deposits, and other transactions
• Assisting with client payroll processing
• Reviewing information for accuracy and identifying missing documentation
• Learning basic bookkeeping procedures and accounting software
• Assisting bookkeepers and tax staff with projects as needed

What We're Looking For:

We are looking for someone who is:

• Dependable and punctual
• Friendly and professional with clients
• Organized and detail-oriented
• Comfortable working with numbers
• Comfortable learning new computer programs
• Able to maintain confidentiality with sensitive financial and personal information
• Able to follow established procedures and instructions
• Willing to ask questions and learn
• Able to manage multiple tasks and changing priorities
• Comfortable working independently as well as with a small team

Qualifications

• Basic computer skills required
• Familiarity with Microsoft Excel, Word, and Outlook is preferred
• Bookkeeping, payroll, QuickBooks, or accounting experience is a plus, but not required
• Previous administrative or customer service experience is helpful

About the Position

This is an entry-level position with the opportunity to learn and grow within an accounting firm. The ideal candidate does not need to come in knowing bookkeeping or accounting—we are looking for someone with a strong work ethic, attention to detail, good communication skills, and a willingness to learn.

Because we are a small office, everyone helps where needed. Some days may involve answering phones and organizing client documents, while others may involve assisting with payroll, bookkeeping, reports, or special projects.

How to Apply

Please submit your resume along with a brief introduction telling us a little about yourself, your work experience, and why you are interested in the position to Kayla@NWAccountinggroup.com