Accounting Coordinator

3 days ago


Vacaville, California, United States Ken McHarg CPA Full time

Job Summary

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We are seeking an experienced Part-Time Bookkeeper Receptionist to join our team in Vacaville, CA. This multifaceted role requires a skilled professional who can efficiently manage various administrative tasks, including bookkeeping, reception, and client communication.

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Responsibilities:

  • Answer incoming phone calls and direct inquiries to the appropriate staff members, providing exceptional customer service and maintaining a professional demeanor at all times.
  • Perform bookkeeping duties, including data entry, accounts payable/receivable, invoicing, and bank reconciliations.
  • Facilitate the distribution of tax returns to clients, ensuring timely delivery and accurate documentation.
  • Assemble and organize tax returns and related documents, maintaining confidentiality and adhering to office protocols.
  • Communicate with clients via phone and email to inform them that their tax returns are ready for pickup, and schedule appointments as needed.
  • Assist in general administrative tasks, such as filing, scanning, copying, and maintaining office supplies.
  • Contribute to the overall efficiency and organization of the office, ensuring a smooth workflow and a welcoming atmosphere for clients.

Requirements:

  • High School Diploma or equivalent; postsecondary education in bookkeeping, accounting, or a related field preferred.
  • Minimum of 2 years of experience in bookkeeping, reception, or administrative roles.
  • Proficient in QuickBooks, Microsoft Office Suite, and other relevant software applications.
  • Strong understanding of bookkeeping principles and practices.
  • Exceptional organizational and time-management skills, with the ability to multitask and prioritize effectively.
  • Excellent written and verbal communication abilities, with a focus on professional and courteous interactions.
  • Strong attention to detail, ensuring accuracy in data entry and document management.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Flexibility to adapt to changing priorities and work within a fast-paced environment.

Compensation:

  • Location: Vacaville, CA 95688
  • Hours: Part-time (15 hours per week)
  • Hourly rate: $25
  • On-site position


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