Jonathan White CPA, PLLC logoJonathan White CPA, PLLC logo

Part-Time Administrative Assistant / Bookkeeper

On-site Part-time

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Experience Level

Entry Level

Qualifications

Desired Skills and QualificationsAssociate or Bachelor’s degree is preferred. Experience in full-cycle bookkeeping is a plus but not mandatory. Excellent written and verbal communication skills. Advanced proficiency in Microsoft Office applications. Strong organizational skills and attention to detail, with the ability to meet deadlines. Adaptability to switch between tasks and clients as needed. A proven ability to thrive in a fast-paced, high-volume environment while managing multiple projects. Ability to work independently with minimal supervision and collaborate effectively with team members at all levels. Receptive to constructive feedback and committed to ongoing personal and professional development.

About the job

Key Responsibilities

  • Provide personal assistant support, including running errands, coordinating lunch deliveries, organizing office documents, answering phone calls, managing mail and emails, and scheduling appointments for the owner.
  • Assist in processing and assembling tax returns, extensions, and estimates.
  • Prepare tax organizers and engagement letters in line with the firm's policies and procedures.
  • Draft correspondence and format documents using Microsoft Word, ensuring accuracy and professionalism.
  • Help maintain up-to-date databases, spreadsheets, and project trackers to ensure accuracy.
  • Learn to manage a small client portfolio, gaining experience in full-cycle bookkeeping.
  • Perform additional tasks as assigned by the Firm Administrator and Department Managers.

About Jonathan White CPA, PLLC

Jonathan White CPA, PLLC is a dynamic and rapidly growing accounting firm seeking a dedicated Part-Time Administrative Assistant / Bookkeeper. This entry-level position is perfect for individuals who possess a friendly demeanor, a willingness to learn, and a responsible attitude. We offer comprehensive training and opportunities for exceptional growth, allowing you to work with diverse clients and utilize innovative technological solutions.

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