Job DescriptionJob Description

BOOKKEEPER / RECEPTIONIST – Full or Part Time

Open and close office, manage alarm system, water plants

Greet clients and guests arriving in lobby

Daily contact with clients for bookkeeping, payroll and tax data

Receive all phone calls and emails, manage response follow-up

Receipt and track client documents, download and print emailed materials

Copy and organizing client data, fax documents, bank deposits

Assist as able with data input for bookkeeping, payroll and tax preparation

Processing of firm products including bookkeeping, financial statements, payrolls and tax returns

Receive and process payments from clients and tenants

Filing and locating documents

File, docket, label and envelope preparation and management

Mail in and out, shipping/going to Fed Ex, Certified mail, postage management

Client deliveries

Manage office supplies, document shredding, copier and printer supplies

Updating and managing all client instruction cover sheets, addresses and labeling

Work well by yourself, able to manage daily duties for clients

Company DescriptionLocal CPA Firm with Individual and Owner Operated BusinessesCompany DescriptionLocal CPA Firm with Individual and Owner Operated Businesses

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