jobs

posted: 08/26/2024

Categories: Accounting, Administrative & Office Work

Bookkeeping/Administrative Assistant

SUMMARY: Doehring, Winders & Co. LLP is seeking a Bookkeeper/Administrative Assistant who is also able to perform bookkeeping & administrative tasks, who has a passion for serving Clients, and is detail-oriented and well organized. The Administrative Assistant / Bookkeeping (a full-time position) will report directly to the Effingham Partners and will preferably have bookkeeping experience or related recent training. This position will also assist with multiple job duties (see highest priority items, below), help maintain the front office with a professional presence while maintaining client confidentiality, and will also work with other DW&Co Team Members to help provide excellent accounting service.

DUTIES OF THIS POSITION:

1. Prioritize due dates and maintain payroll and bookkeeping checklist, with regular follow up with Partners.
2. Prepare quarterly and annual Payroll Tax Returns coinciding with Clients’ filing requirements.
3. Assist with preparation of annual client 1099’s and W-2’s
4. Process Client payroll & monthly bank reconciliations
5. Handle phone calls professionally
6. Ability to work overtime during the Tax Season (January 1 – April 15), including some Saturdays.
7. Maintain an organized workspace.
8. Develop knowledge of the Clients, including their preferences of contact / communication methods.
9. Monthly & Quarterly Billing assistance
10. Maintenance of Daily Timesheets
11. Post office & mailing duties, including UPS/Fed-Ex & assistance with certified mailings on due dates.
12. General office administrative duties, as assigned.
13. Assistance with assembly of tax returns
14. Ability to work under pressure of due dates
15. Maintain Excellent COMMUNICATION with all DW&Co Team Members and Clients, including:
    1. Regular follow up on assignments with Partners,
    2. Professional phone greeting and learning who the callers / Clients are, and
    3. Maintaining professional email communications.
16. Maintain Good Attitude & Initiative
17. Team player especially in areas of cross-training of front-office operations, payrolls & bookkeeping software (QuickBooks, QB Online)
18. General file maintenance & other duties as needed

OTHER NOTES FOR THIS POSITION (Full-Time):

• Annual compensation for this full-time position will be commensurate with experience.
• Confidentiality of the Clients & Client information is critical.
• Reference checks and Federal and State background checks are required, including drug and alcohol screenings.
• Generous benefit package including Paid Time Off (15 days) for the 1st year of full-time employment and 8 paid holidays

**APPLICATIONS DUE: August 31, 2023. Please email cover letter & resume to recruiting@dw.cpa