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Accounting Assistant/Account Manager

2 months ago

Los Angeles, California, United States Proby's Tax & Accounting Full time
Job Title: Accounting Assistant/Account Manager

Proby's Tax & Accounting is seeking a highly organized and detail-oriented Accounting Assistant/Account Manager to join our team.

Job Summary:

The Accounting Assistant/Account Manager will be responsible for completing data entry for accounting documents, ensuring all client accounts are up-to-date, and maintaining accurate records.

Key Responsibilities:

  • Initial data entry on accounting documents
  • Compiling missing information lists for accounts with missing documents
  • Tracking client account status using our accounting tracker system
  • Sending weekly missing info notices to accounting clients via email
  • Corresponding and following up with clients on a weekly and as-needed basis
  • Digitally and physically filing accounting files
  • Preparing and delivering acquired accounting materials to accounting personnel
  • Tracking file status and reacquiring materials as needed
  • Assisting with data entry in accounting software
  • Preparing and packaging accounting documents for client return
  • Performing general office tasks to maintain company workflow

Requirements:

  • Great organization skills
  • Familiarity with digital filing systems
  • Experience working with Google Drive files
  • Office professionalism
  • Great customer service skills
  • Detail-oriented
  • Prompt and timely
  • Ability to work in fast-paced environments
  • Microsoft Excel skills
  • Windows/Mac operating systems experience
  • At least 2 years of office/administrative experience

Work Schedule:

Monday - Thursday, 10am - 6pm