Accounting & Admin Associate: Payroll & Client Support

Whitlock & Company - CPAs; Pigeon Forge (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Whitlock & Company PC in Pigeon Forge, TN is seeking an Accounting Services Associate / Administrative Assistant to join our team. This role combines accounting services, client support, and general office duties to deliver accurate, timely financial work.

The ideal candidate will be detail-oriented, organized, able to manage multiple clients and deadlines, and capable of working independently while contributing as part of our Accounting, Tax, and Administrative teams.

Qualifications

• Accounting or bookkeeping experience preferred.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple clients, priorities, and deadlines.
• Professional and courteous communication skills, both written and verbal.
• Strong organizational and time-management skills.
• Ability to work independently while also functioning effectively as part of a team.
• Comfortable working with confidential financial and client information.
• Proficiency with Microsoft Office, particularly Outlook and Excel.
• Experience with QuickBooks is preferred.
• Willingness to learn firm-specific software, procedures, and client requirements.

Responsibilities

• Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
• Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
• Process accounts payable and maintain accurate supporting documentation.
• Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
• Maintain and reconcile general ledger accounts for multiple client entities.
• Prepare and post adjusting journal entries and other accounting entries as needed.
• Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
• Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
• Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
• Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
• Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
• Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
• Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
• Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
• Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
• Assist with special accounting projects and other duties as assigned.
• Greet clients and visitors as they enter the office.
• Answer and direct incoming telephone calls in a courteous and professional manner.
• Receive and distribute mail, packages, and other deliveries.
• Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
• Operate the firm's postage machine and prepare outgoing mailings and packages.
• Scan, organize, index, and maintain electronic and paper client records.
• Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
• Assist with office supply ordering, inventory, and general office organization.
• Provide administrative support to the accounting, tax, and assurance teams as needed.
• Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
• Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
• Perform other administrative and office-related duties and special projects as assigned.

Job description

Whitlock & Company PC in Pigeon Forge, TN is seeking an Accounting Services Associate / Administrative Assistant to join our team. This role combines accounting services, client support, and general office duties to deliver accurate, timely financial work.

The ideal candidate will be detail-oriented, organized, able to manage multiple clients and deadlines, and capable of working independently while contributing as part of our Accounting, Tax, and Administrative teams.