Financial Operations Coordinator
1 week ago
The Assistant role plays a pivotal part in ensuring seamless operations across billing, project management, and client service functions.
**Key Responsibilities:**
- Billing & Project Management: Efficiently manage monthly billing for around 30 clients based on time or set fees.
- Handle tax return or audit billing as assigned by staff.
- Oversee the billing and project management software, including new client entry.
**Financial Operations:**
- Process bill payments for clients through checks or online platforms.
- Conduct quarterly billing for select clients.
- Verify timekeeping records and ensure proper adjustments, including paid time off, and other changes.
- Maintain and update employee payroll information in the payroll system.
- Address and resolve any payroll discrepancies or issues with staff.
**Client Support:**
- Assist clients in downloading their documentation from our portal via phone calls.
**Documentation & Filing:**
- Scan client documents into our tax software for tax preparation.
Requirements:
- Proficiency in QuickBooks, Excel, and Word.
- Excellent communication skills, both in-person and over the telephone.
- Strong organizational skills.
We estimate this role will have an annual salary of $42,000 - $60,000, depending on experience and qualifications.
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