Accounting Administrative Assistant

TaxLeaf; Miami (FL); In loco; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Taxleaf in Miami, FL is seeking an organized Administrative Assistant to support the accountant manager with daily tasks, handle paperwork, and assist clients by email, phone, and in person. The role relies on Leafnet to manage client services.

You will collaborate with staff, perform bookkeeping reviews and tax return preparation tasks, and maintain confidentiality. Fluent English is preferred and Spanish is a must in this role to serve a diverse client base.

Competenze

• Bachelor's degree or equivalent required.
• One year of admin or related experience.
• One year of accounting/finance experience preferred.
• Tax preparation knowledge required.
• Must be analytical, resourceful and detail-oriented.
• Excellent written and verbal communication; bilingual Spanish is a must.

Mansioni

• Serve as liaison between clients and the accountant manager, screening calls and visitors.
• Coordinate work with other staff and contractors.
• Make calls to governmental offices.
• Perform accounting duties, including tax return preparation and bookkeeping reviews.
• Maintain active communication with corporate departments.
• Prepare and maintain task and databases reports.
• Provide feedback to accountants and sales team to improve processes.
• Maintain confidentiality of company and client information.
• Schedule meetings and manage documents (printing, faxing, mailing, copying, scanning, emailing).
• Impeccable use of Leafnet to place orders, apply payments, complete projects, and document interactions.
• Follow up with actions and leads.
• Determine priority of matters and redirect or handle as appropriate.

Conoscenze

Communication Skills

Bilingual Spanish

Time Management

Teamwork

Attention to Detail

Self-motivation

Customer Service

Independent & Proactive

Formazione

Bachelor's degree or equivalent

Strumenti

Microsoft Office

Teams

Descrizione del lavoro

JOB PURPOSE

• Support and assist the accountant manager with daily tasks in Contador Miami's office.
• Receive, process, manage and file paperwork.
• Attend to clients via email, phone call, and in person.
• Use Leafnet as the primary tool to manage clients and related services.

SKILLS AND QUALIFICATIONS

• Bachelor's degree or equivalent
• One year of experience as administrative assistant or a related field.
• One year of experience as accountant/financial specialist or a related field.
• Knowledge on tax preparation
• Must be analytical and resourceful.
• Must have the ability to work independently and as part of a team.
• Excellent written and verbal communication skills.
• English desired, Spanish is a must.
• Above average time-management skills.
• Great interpersonal skills.
• Attention to detail and organization are critical to this role.
• Excellent organizational and analytical skills, multitasking skills, and priority criteria.
• Be proactive and self-driven to fulfill all job responsibilities without close supervision.
• Customer service orientation is a must.
• Ability to multitask and perform duties outside of the scope of work when necessary.
• Proficient in Microsoft Office and Teams environment.
  

RESPONSIBILITIES AND SPECIFIC DUTIES

• Serve as liaison between clients and the accountant manager. This includes receiving and screening phone calls and visitors, answering with tact and diplomacy, taking messages, and directing calls appropriately.
• Coordinate work with other staff as needed.
• Make calls to governmental offices.
• Perform some accounting duties, like tax return preparation and bookkeeping reviews.
• Maintain active communication with corporate departments.
• Prepare and maintain tasks and databases report.
• Provide constant feedback to the accountants and sales team, ensuring internal communication for a more efficient process.
• Maintain the confidentiality of company and client information in accordance with established policies.
• Perform other duties and special projects as assigned by the department head.
• Customer service: This position requires direct communication with clients.
• Schedule meetings and send emails.
• Handle printing, faxing, mailing, copying, scanning, filing, and emailing documents.
• Compose and prepare letters.
• Impeccable use of Leafnet to place orders, apply payments, complete projects, and document interactions.
• Follow up with actions and services and leads.
• Determine priority of matters of attention for the accountant manager; redirect matters to staff to handle, or handle matters personally, as appropriate.