Benefits:

Paid time off

Training & development

401(k)

401(k) matching

Benefits/Perks

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Job description/Duties:

Answer phones and greet clients that come into the office

Tax preparation including 1099 and 1040

Tax planning

Corporate, Estate and Trust tax preparation experience a plus

Organize and scan tax documents

Print and assemble tax returns

Client wrap-up meetings

Prepare invoices

Maintain accurate logbook of tax work in progress

Follow flow of tax returns to monitor completeness

Client accounting using multiple versions of QuickBooks

Prepare financial statements in Excel

Prepare payroll for clients on their normal schedule

Track and calculate adjustments to payroll additions and deductions

Assist with preparing payroll tax returns and W-2’s

Assist with preparing sales tax returns

Monitor office supplies and place re-order as needed

QuickBooks, Microsoft 365, and Drake Tax experience a plus

QuickBooks certification a plus

Canopy client management software experience a plus

Enrolled Agent or CPA a plus

Strong attention to detail and willingness to learn

Strong communication skills