Job description

If you feel you qualify for this position, please apply with a cover letter, resume and include why you would be a good fit for the office. If you do not have all requested documents/information, please do not apply as a big part of this role is having attention to detail and being able to follow basic instructions.

Bookkeeper/Admin Assistant

Job Purpose:

We are an Accounting firm located in Baltimore, MD looking for a motivated Bookkeeper/Admin Assistant to join our team. With an emphasis on customer service, this firm provides personalized tax planning and preparation for individuals and small businesses, as well as payroll, accounting and compilations for small businesses.

We have been in business for 11 years and have had good growth and now need more team members to help with the growth.

You will provide our clients with exceptional customer service through accounting and administrative duties such as scheduling, providing price quotes, obtaining e-signatures on completed projects, maintaining organized files, entering invoices, processing payments received and performing other office duties as necessary. It is important to keep client communication routed to the correct person and distractions off the accountant’s and owner’s plate.

Core Job Responsibilities:

ADMIN

 Scheduling Client appointments and answering inquiries

 Manage CEO’s calendar to ensure timely completion of all tasks

 Submitting e-signature requests for completed projects

 Organizing and maintaining client files

 Review client projects for missing information and send client requests.

 Gather and send bookkeeping documents for outsourcing

 Staff Meeting Agenda and Notes

 Purchase thoughtful client gifts for celebratory occasions (new baby, new home, etc.)

 Updates company handbook when necessary

 Performs other related duties as requested or assigned

Accounting Executive Assistance
 A/R: Prepare client invoices, process bank ACH and credit card payments, answers client inquiries, maintains all A/R files in a timely manner

 A/P: Process bills, receipts; answer vendor inquiries; maintains all A/P files in a timely manner

 Record day to day financial transactions and complete the posting process

 Logging and Plotting Revenue Statistics

Required Competencies

 Planning/Organizing – Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Sets goals and objectives.

 Analytical/Problem Solving – Identifies and resolves problems efficiently. Gathers and analyzes information. Develops solution. Uses reason.

 Oral Communication – Speaks clearly and persuasively. Listens and gets clarification when necessary. Responds informatively to questions. Participates in meetings.

 Written Communication – Writes clearly and concisely at a minimum of 55 wpm with 99% accuracy. Edits work for spelling and grammar. Presents numerical data effectively. Able to read and interpret written information.

 Judgment – Displays willingness to make decisions. Exhibits sound and accurate judgment. Supports and explains reasoning for decisions. Includes appropriate people in decision-making process. Makes timely decisions.

 Quality – Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.

 Adaptability – Adapts to changes in the work environment. Manages competing demands. Able to handle frequent change, delays or unexpected events.

 Cost Consciousness – Works within approved budget. Develops and implements cost saving measures. Conserves company resources.

 Technical Skills – Assesses own strengths and weaknesses. Pursues developmental opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.

 Professionalism – Approaches others in a polite and tactful manner. Maintains composure and reacts well under pressure. Treats others with respect and consideration. Accepts responsibility for own actions. Follows through on commitments.

Required Qualifications:

Data entry skills along with a knack for numbers
Proficiency in English and in MS Office
Customer service
Solid understanding of basic bookkeeping and accounts payable/receivable principles

Job Type: Part-time

Salary: Based on experience and production.

Experience:

 relevant: 1 year (required)
 Bookkeeping: 1 year (required)

Education:

 Associate (Preferred)

Work Location:

 Remote

Benefits:

 Retirement plan
 Paid time off

Hours per week:

 16

This Job Is:

 Open to applicants who do not have a college diploma
 A job for which all ages, including older job seekers, are encouraged to apply
 A “Fair Chance” job (you or the employer follow Fair Chance hiring practices when performing background checks - learn more at https://start.indeed.com/fair-chance)

Schedule:

 Wednesday and Thursday 8:45 am to 5:45 pm

Job Type: Part-time

Pay: $17.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Day shift

Work Location: Remote

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