Office Assistant

Working Quarter; United States; Remoto; USD 25.000 - 36.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k) retirement plan with employer

Paid vacation, sick time, and federalH

Paid study time and exam fees for CPA/

Laptop and home office stipend

Descrizione del lavoro

Working Quarter is seeking an organized and detail-oriented Office Assistant to support its remote team across the United States. This role is ideal for candidates experienced in administrative coordination, document management, and maintaining organized workflows for multiple clients.

The successful candidate will assist with monthly financial close processes, coordinate client communications, manage documentation, and ensure deadlines are met.

Competenze

• Minimum 1 year of experience as an Office Assistant, Administrative Assistant, or Receptionist.
• Experience using Google Workspace or Microsoft 365, including shared calendars, folders, and email management.
• Ability to maintain trackers, checklists, and organized workflows for multiple team members.
• Strong administrative, communication, and organizational skills.
• Experience working in an accounting, bookkeeping, or tax office is preferred.
• Familiarity with client portals such as Karbon, Canopy, or TaxDome is an advantage.

Mansioni

• Send clients required document lists for monthly financial close processes and track received information.
• Schedule review meetings between accountants and client owners.
• Organize and maintain statements, invoices, and signed approvals in shared client folders.
• Monitor the general inbox and direct client questions to the appropriate accountant.
• Send completed financial report packages to clients according to agreed timelines.
• Maintain trackers and checklists to support efficient team coordination.

Conoscenze

Administrative skills

Communication

Organizational skills

Formazione

High School Diploma

Associate or Bachelor's Degree in Business/Accounting

Strumenti

Google Workspace

Microsoft 365

Karbon

Canopy

TaxDome

Descrizione del lavoro

Working Quarter is looking for an organized and detail-oriented Office Assistant to support its remote team across the United States. This role is ideal for candidates who are experienced in administrative coordination, document management, and maintaining organized workflows for multiple clients.

The successful candidate will assist with monthly financial close processes, coordinate client communications, manage documentation, and ensure deadlines are met. Strong organizational skills, experience with digital workspace tools, and the ability to manage multiple tasks efficiently are important for success in this position.

Key Responsibilities:

• Send clients required document lists for monthly financial close processes and track received information.
• Schedule review meetings between accountants and client owners.
• Organize and maintain statements, invoices, and signed approvals in shared client folders.
• Monitor the general inbox and direct client questions to the appropriate accountant.
• Send completed financial report packages to clients according to agreed timelines.
• Maintain trackers and checklists to support efficient team coordination.

Requirements:

• Minimum 1 year of experience as an Office Assistant, Administrative Assistant, or Receptionist.
• Experience using Google Workspace or Microsoft 365, including shared calendars, folders, and email management.
• Ability to maintain trackers, checklists, and organized workflows for multiple team members.
• Strong administrative, communication, and organizational skills.
• Experience working in an accounting, bookkeeping, or tax office is preferred.
• Familiarity with client portals such as Karbon, Canopy, or TaxDome is an advantage.

Strong knowledge of:

• Office administration and document management.
• Google Workspace, Microsoft 365, and digital file organization.
• Client coordination, scheduling, and workflow tracking.

Benefits:

• Health, dental, and vision insurance with dependent coverage.
• 401(k) retirement plan with employer match.
• Paid vacation, sick time, and federal holidays.
• Paid study time and exam fees for accounting courses.
• Laptop and home office stipend provided. High School Diploma or Associate/Bachelor's Degree in Business Administration, Accounting, or a related field