Advanced proficiency with all Microsoft applications.
Strong organizational and follow-through skills, with attention to detail and deadlines.
Ability to change direction frequently between tasks and clients.
Ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning, and organizing them simultaneously.
Ability to work independently with limited supervision and cooperatively with all levels of management and employees.
Ability to work additional hours during peak periods of the year.
Responsibilities
Run errands; ensure timely lunch deliveries; organize the office and documents; answer main office calls; handle mail, emails, and calls; and schedule the owner's appointments.
Process and assemble tax returns, extensions, and estimates.
Prepare tax organizers and engagement letters in accordance with the firm's policies and procedures.
Prepare correspondence and proofread and format documents using Microsoft Word.
Help maintain databases, spreadsheets, and project trackers so they are current and accurate.
Learn to maintain a small book of clients and learn full-cycle bookkeeping.
Perform other duties as assigned by the Firm Administrator and Department Managers.
Desired Qualifications
An associate’s or bachelor’s degree.
Full-cycle bookkeeping experience.
Job Description
ESSENTIAL JOB FUNCTIONS
Personal Assistant tasks include but are not limited to, running errands, ensuring timely lunch delivers; Organize office and documents; answering the main office calls; handling mail, emails, calls and scheduling of owner's appointments.
Process and assemble tax returns, extensions and estimates.
Prepare tax organizers and engagement letters in accordance, with firm's policies and procedures.
Prepare correspondence, proofread and format documents using Microsoft Word
Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate.
Learn to maintain a small book of clients. Candidates will learn full cycle bookkeeping.
Perform other duties as assigned by the Firm Administrator and Department Managers.
Qualifications
PREPARATION, KNOWLEDGE, SKILLS & ABILITIES
Associates or bachelor’s degree desired.
Full-cycle bookkeeping experience is desired but not required.
Strong written and verbal communication skills.
Advanced proficiency with all Microsoft applications.
Superior organizational and follow-through skills with strong attention given to details and deadlines.
Flexibility to change direction frequently between tasks and between different clients.
Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously.
Ability to operate with a sense of urgency.
Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees.
Open to constructive feedback and on-going self-improvement.
Flexibility to work additional hours during peak periods of the year.
Additional Information
About Us
We are a Forward-thinking, modern CPA firm with a focus on providing exceptional advisory services for our clients Nationwide. We believe that there is a better way to service clients and are reshaping the public accounting industry with our A team. Our team is technology driven. We communicate asynchronously, work autonomously, and love to take ownership of our work. If you are a tech-savvy problem-solver; you’ll fit right in. If you enjoy the culture of working autonomously, taking care of clients and using a variety of technologies to communicate with co-workers and to keep detailed records of all client work performed; we invite you to join our A-Team!
Why JWW, CPA?
Technology-driven firm.
Proactive approach with our clients
Great culture that firmly believe in life balance, family life and community involvement.
Independence, autonomy and accountability are applauded and rewarded at our firm!
Benefits:
We value our employees’ time and efforts. Our commitment to your success is enhanced by our benefits package, here are just a few:
Cloud-base-work
Our clients are located Nationwide, so flexibility is required, and is our strength.
Competitive Salary
Future growth opportunities within the company
We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
Uncompromising integrity, a passion for excellence and mutual respect.