Finance Assistant

Omni Tax Help; Vero Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Omni Tax Help is seeking a Finance Assistant to support daily financial operations. The role emphasizes accurate transaction processing, record keeping, and assistance with financial reporting under supervision.

The ideal candidate holds a high school diploma with additional accounting coursework and 2–3 years of relevant experience, demonstrating strong Excel, Word, QuickBooks, and Access skills for data management.

Qualifications

• High school diploma required; accounting or business coursework preferred.
• Two to three years of financial or office experience.
• Proficiency in Word, Excel, QuickBooks, and Access expected.

Responsibilities

• Processes accounts receivable transactions with accuracy.
• Assists in preparing financial reports per senior staff instructions.
• Maintains and retrieves data from financial databases with precision.
• Applies basic accounting principles to analyze variances and prepare journals.
• Performs routine accounting tasks and resolves discrepancies promptly.
• Handles high volumes of data and ensures proper storage and retrieval.

Skills

Administrative skills

Team player

Attention to detail

Organizational skills

Focus under deadline pressure

Education

High school diploma

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

QuickBooks

Microsoft Access

Job description

The Finance Assistant plays a crucial role in supporting the organization’s financial operations by processing transactions, maintaining accurate records, and assisting in the preparation of financial reports. This position requires strong attention to detail, proficiency in accounting software, and the ability to work efficiently in a deadline-driven environment.

• Processes accounts receivable transactions by thoroughly reviewing and correcting accounting and financial records for accuracy.
• Assists in preparing financial reports within the accounting and finance system, following instructions from senior staff.
• Maintains, updates, and retrieves financial data from the financial database and system with precision.
• Applies fundamental accounting principles and techniques to analyze variances, prepare journals, and execute routine accounting tasks.
• Performs accurate accounting computations, identifies discrepancies, and resolves errors promptly.
• Manages high volumes of financial data to ensure effective storage and retrieval methods.

Skills, Knowledge, And Abilities

• Strong administrative and clerical skills, with the ability to follow detailed instructions accurately.
• Collaborative team player capable of thriving in deadline-driven environments.
• Advanced proficiency in Microsoft Word, Excel, and QuickBooks, with the ability to manage large volumes of financial data effectively.
• Excellent organizational and prioritization skills to meet deadlines with accuracy and efficiency.
• In-depth knowledge of bookkeeping and accounting procedures, with a keen ability to identify and resolve discrepancies.
• High level of focus and attention to detail to ensure precision in financial tasks.

Experience

• High school diploma required; completion of business or accounting courses beyond high school, such as an Associate’s degree, is preferred.
• Two to three years of relevant financial or office experience required.
• Proficiency in word-processing, spreadsheet, and database software, with demonstrated experience in Microsoft Office, QuickBooks, and Microsoft Access.

Physical Requirements

• Must be able to sit for extended periods while working at a computer.
• Requires sufficient manual dexterity for typing and computer-related tasks.
• Needs adequate visual acuity to view and interpret reports and navigate computer systems
• Occasionally involves bending, reaching, climbing a step stool, and lifting.

Environmental Working Conditions

Frequent exposure to and utilization of computers.

Benefits Package

• We offer a comprehensive benefits package, including medical, dental, life insurance, paid vacation, and paid sick days, starting 60 days after employment.
• Additionally, we provide a company-matched 401 (k) after one year of employment.
• We also offer paid training, monthly bonuses, and employee perk opportunities.