Financial Planning and Tax Assistant
1 week ago
We are searching for a full-time bookkeeper and assistant to support our Financial Planning and Income Tax practice.
Candidates must possess strong organizational skills, proficiency in QuickBooks, experience with Pro-Series and MS Office, excellent communication skills, and fluency in English.
Previous experience in a professional office environment is preferred.
About the Role
This position offers an exciting opportunity to work within a dynamic team and contribute to the success of our practice.
The successful candidate will be responsible for managing financial records, preparing tax returns, and providing administrative support.
Key Responsibilities
- Manage and maintain accurate financial records using QuickBooks.
- Prepare and file tax returns with precision and attention to detail.
- Provide exceptional administrative support to the team.
- Develop and maintain relationships with clients to ensure their needs are met.
Requirements
- Strong organizational and time management skills.
- Proficiency in QuickBooks and Pro-Series.
- Excellent communication and interpersonal skills.
- Fluency in English.
- Previous experience in a professional office environment.
What We Offer
A competitive salary range $45,000 - $60,000 per year depending on experience, plus benefits and opportunities for growth and development.
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