Bookkeeping Assistant/Account Manager at Proby's Tax

7 days ago


Los Angeles, United States Proby's Tax & Accounting Full time
Job DescriptionJob Description

Bookkeeping Assistant/Account Manager 


Job Description 

The main responsibilities of the Bookkeeping Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current. 

This consist of such tasks as: 

● Initial data entry on accounting documents acquired. 

● Compiling missing information list for accounts with missing documents

● Tracking clients account status using our accounting tracker system. 

● Sending out weekly missing info notices to accounting clients via email. 

● Corresponding and following up with clients on a weekly and need to basis via phone, emails, etc to acquire all necessary accounting materials from clients. 

● Digitally and physically filing accounting files in their proper places. 

● Preparing and delivering acquired accounting material to accounting personnel weekly for data entry. 

● Tracking when and what files are with accounting personnel and have been entered along with when they have been delivered back to us via our Accounting Tracker SnapShot google doc. 

● Reacquiring accounting materials from accounting personnel along with financial reports.

● Assist the accounting department wit data entry in accounting software.

● Preparing and packaging accounting documents to be returned to accounting clients at the end of each quarter. 

● Along with other general office task to maintain the workflow of the company, ie answering phones, scheduling appointments, replying to emails, greeting clients when necessary, etc. 


Job Requirements: 

● Great organization skills. 

● Familiar with digital filing systems. 

● Experience working with google drive files. 

● Office professionalism. 

● Great customer service skills. 

● Detail oriented. 

● Prompt and timeliness. 

● Ability to work in fast paced environments. 

● Microsoft excel skills 

● Windows/Mac operating systems experience. 

● At least 2 years of office/administrative experience.


Hours: 

16 - 32 Hours Weekly General Office Hours: Mon - Thur 10am - 6pm





  • Los Angeles, United States Proby's Tax & Accounting Full time

    Job DescriptionJob DescriptionAccounting Assistant/Account Manager Job Description The main responsibilities of the Accounting Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current. This consist of such...


  • Los Angeles, United States Proby's Tax & Accounting Full time

    Job DescriptionJob DescriptionAccounting Assistant/Account Manager Job Description The main responsibilities of the Accounting Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current. This consist of such...


  • Los Angeles, United States DirectedLink Full time

    Job DescriptionJob DescriptionCompany DescriptionA large and prestigious business management firm seeks an Account Executive to join their dynamic team.Location: 2 openings (Encino & Torrance) – In-officePosition: Bookkeeper (Account Executive)Salary: 80-115KJob DescriptionResponsibilities: The ideal candidate has a keen interest in the entertainment...


  • Los Angeles, United States DLD Accountancy, LLP Full time

    Job DescriptionJob DescriptionPosition Overview:We are seeking an Assistant with experience in an administrative position and has an interest in pursuing a career in Business Management and Accounting.We are looking for candidates who are eager, enthusiastic, who understand the importance of client service, and who are eager to contribute to the firm's...

  • Tax Manager

    1 week ago


    Los Angeles, United States LMW Financial LLC Full time

    Job DescriptionJob DescriptionWe are an energetic & fast paced office  located in Studio City, California. Our client base consists of high net worth individuals and closely held businesses. We provide tax services, business management, and consulting. The firm is dedicated to providing a high quality of service to our clients and, just as importantly, to...

  • Tax Manager

    1 week ago


    Los Angeles, United States LMW Financial LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k)Health insurance We are an energetic & fast paced office located in Studio City, California. Our client base consists of high net worth individuals and closely held businesses. We provide tax services, business management, and consulting. The firm is dedicated to providing a high quality of service to our clients...


  • Los Angeles, United States J M Keehn Accountancy Corporation Full time

    Job DescriptionJob DescriptionWe are an accounting firm located in Sherman Oaks, known for our expertise in serving clients in the entertainment industry. We're currently seeking an experienced Business Manager/Bookkeeper to join our team.Responsibilities:Record financial transactions accurately using DatafactionManage payroll and accounts...


  • Los Angeles, United States Kranz & Associates Full time

    Job DescriptionJob DescriptionAn established West LA CPA Firm is looking for a Senior Tax Accountant to assist with tax preparation, accounting and planning.Responsibilities include, but are not limited to:·       Performing professional tax accounting and financial services for client companies.·       Prepare and review individual,...


  • Los Angeles, United States EssentialCPA Full time

    Essential, LLP, a CPA firm providing high-quality tax, accounting and assurance services to multi-national clients, is seeking staff accountant and bookkeeper. **Minimum Qualifications**: - Bachelor's Degree in Accounting or related field - Fluent in English and Korean **Job Skills and Abilities**: - Self-motivated, well organized, and detail oriented -...

  • Tax Manager

    Found in: Jooble US O C2 - 1 day ago


    Los Angeles, CA, United States LMW Financial LLC Full time

    Benefits: 401(k) Health insurance We are an energetic & fast paced office located in Studio City, California. Our client base consists of high net worth individuals and closely held businesses. We provide tax services, business management, and consulting. The firm is dedicated to providing a high quality of service to our clients and, just as importantly,...

  • Part-Time Bookkeeper

    2 weeks ago


    Los Angeles, United States Slade Law Full time

    Job DescriptionJob DescriptionWe are seeking a part-time remote bookkeeper to join our team at a small law firm in Los Angeles. This position offers approximately 5 hours per week and will primarily focus on managing various financial aspects of the firm's operations.Responsibilities:Ensure billing compliance and accurate invoice generationManage...

  • Tax Associate

    2 weeks ago


    Los Angeles, United States Robert Hall & Associates Full time

    Job DescriptionJob DescriptionWe are looking for a detail-oriented Tax Associate to join our company. You will work with clients to gather all necessary documents, complete income tax documents, file returns, and check financial statements for errors. Candidates must be local to apply.Duties & Responsibilities:Prepare and file tax documents, such as income...


  • Los Angeles, United States Rapid Human Resources LLC Full time

    Job Overview: **Duties**: - Perform double entry bookkeeping to maintain financial records accurately - Utilize accounting software such as Quickbooks and ERP for data entry and financial analysis - Process accounts receivable and ensure timely collection of payments - Process accounts payable and cross check vendor invoices to ensure accuracy - Manage...


  • Los Angeles, United States Golden King Transport Inc Full time

    Job Overview: **Duties**: - Perform double entry bookkeeping to maintain financial records accurately - Utilize accounting software such as Quickbooks and ERP for data entry and financial analysis - Process accounts receivable and ensure timely collection of payments - Process accounts payable and cross check vendor invoices to ensure accuracy - Manage...

  • Tax Accountant

    2 weeks ago


    Los Angeles, United States California Temp Services, Inc Full time

    Job DescriptionJob DescriptionJob Description: Tax AccountantResponsibilities:1. Prepare tax returns, payments, and reports.2. Assess and research tax issues to comply with regulations.3. Advise on tax strategies and planning.4. Coordinate audits with various taxation authorities.5. Maintain up-to-date knowledge of industry changes in tax law.Requirements:1....

  • Bookkeeper

    7 days ago


    Los Angeles, United States GHJ Search and Staffing Full time

    Job DescriptionJob DescriptionGHJ Search & Staffing is currently working with a high-growth company operating in the auto parts distribution industry who is on the lookout for a Bookkeeper - skilled individual to join their team. Established just 2 years ago, the company boasts an impressive $5M in annual sales.As the Bookkeeper, your responsibilities will...


  • Los Angeles, United States Charlap Hyman & Herrero Full time

    Job DescriptionJob DescriptionCHH is looking for a highly organized, detail-oriented, tech-savvy, office manager / bookkeeper for their Los Angeles office. This position has tremendous growth potential for the right candidate that wants to get in on the ground floor of a growing company continually striving for excellence in all facets of the architecture,...

  • Bookkeeper

    7 days ago


    Los Angeles, United States Shaer Dental Corporation Full time

    Job DescriptionJob DescriptionBenefits/PerksCompetitive CompensationPaid Time OffCareer Growth OpportunitiesJob SummaryWe are seeking a talented Bookkeeper to join our team. In this role, you will work closely with the Accounting department to maintain accurate financial records and ensure the companys compliance with all legal requirements. Your...

  • Tax Manager

    Found in: Talent US C2 - 7 days ago


    Los Angeles, United States Regal Executive Search Full time

    TAX MANAGER   Job Description   Great opportunity for a Tax Manager to work in a well-established CPA firm in Brentwood. We are a full-service public accounting firm with over 30 years’ experience providing bookkeeping, accounting and tax preparation services.   Responsibilities:   Tax Manager/CPA will review and/or prepare tax returns (Corporation,...

  • Business Management Senior Accountant

    Found in: Talent US C2 - 7 days ago


    Los Angeles, United States Regal Executive Search Full time

    Account Manager - Senior Accountant - Business Management   Summary: Performs day-to-day full charge bookkeeping functions for clients.   Essential Functions: Inputs information provided by client in the form of invoices, bills, checks or other registers. Performs check runs utilizing different software packages, but mostly Datafaction with...