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Administrative Assistant

Regular responsibilities

Ability to multitask in a front-office environment , including answering phones, greeting clients, coordinating service and vendor calls for office equipment. Attention to detail is imperative to this position.

Handling administrative tasks with limited oversight, including delivering packages to UPS and the post office, checking and distributing mail (both in-house and at the offsite post office box), maintaining and running the postage meter, ensuring equipment is properly replenished and maintained, purchasing office supplies and tracking needs, filing, and completing office errands as needed. Enter invoices, pay bills and maintain internal books.

Client-related responsibilities: processing financial statements, tax returns, letters, etc.; preparing new client files; assisting with electronic filing of tax returns. Receive and process payments, adjust accounts receivable balances.

Required experience and qualifications

Data management and secretarial tasks: data entry and typing, creating spreadsheets, establishing clients within the computer system, scheduling appointments and keeping the President’s calendar

Bookkeeping responsibilities including: journal entries, account reconciliations, maintain fixed asset system, handle calls and inquiries from vendors/clients, payroll, trial balance preparation, CAT tax payments, BWC, other tax agency payments.

Software

Fixed Asset Software (SAGE)

Thomson Reuters Software (Practice CS, Accounting CS)

UltraTax Software

QuickBooks

Microsoft Office Suite

Job Type

Hourly

Salary

Commensurate with experience

Certified Public Accountant (CPA)

Responsibilities

Tax skills, including ability to work with tax software, review payroll taxes, tax returns, and basic knowledge of tax research
Prepare and review corporate (C and S Corporations), individual, partnership, and non-profit federal, state and local tax returns
Ability to perform data entry, including working with payroll software, trial balances, other accounting-related software, and fixed asset software
Have an understanding and knowledge of client issues, including review of initial client data and the ability to analyze, post data, and make adjusting journal entries
Interest in and ability to recruit new clients to HHL’s services

This is a full-time / seasonal position.

Requirements

Minimum of 3 to 5 years experience in public accounting and tax return preparation
BS in Accounting required, Master’s degree in taxation preferred
Current and valid CPA certificate – Please provide CPA license number
Ability to represent clients before taxing authorities
Computer proficiency using tax preparation (ultra tax), research and planning software programs and MS Office
Effective writing and communication skills
Self-motivated, organized, detail-oriented, and a team player

Required license or certification

CPA

Required education

Bachelor’s

Required experience

Accounting: 3 years