On-Site Front Desk & Admin Assistant with Bookkeeping

Accounting Group of Western New York, CPA, PC; Buffalo (NY); Presencial; USD 42 000 - 56 000; Tempo integral

Resumo da oferta

Accounting Group of Western New York, CPA, PC in Elma, NY seeks an Office Administrative Assistant who is dependable, organized, and detail-oriented. You will work closely with front office staff and bookkeepers, handling front desk duties and basic bookkeeping support.

Training will be provided on procedures and software. This is an on-site role with required Saturday availability during peak tax season (February–April).

Qualificações

• Prior office or administrative experience preferred.
• Familiar with basic banking or bookkeeping tasks.
• Strong organizational skills, attention to detail, and follow-through.
• Excellent phone etiquette and clear verbal and written communication.
• Proficient with Word, Excel, Outlook and general office tech.
• Ability to manage multiple tasks and follow established procedures.
• Able to work independently after training and cooperatively with the team.
• Professional, friendly demeanor and dependable attendance.
• QuickBooks and/or property management software experience is a plus.

Responsabilidades

• Greet clients and visitors in a friendly, professional manner.
• Answer and direct phone calls, take accurate messages, and assist with emails and client inquiries.
• Schedule appointments and help maintain office calendars.
• Scan, file, copy, and organize documents accurately.
• Assist with client onboarding, tax intake, and follow-up requests for missing information.
• Help assemble and process completed tax returns, signature forms, and related paperwork.
• Support basic bookkeeping tasks, including accounts payable, accounts receivable, data entry, and QuickBooks file preparation.
• Assist with property management records, including lease paperwork, payment information, and document tracking.
• Handle incoming and outgoing mail and help maintain office supplies.
• Track assigned tasks and communicate outstanding items to the team.
• Handle confidential client and financial information with care.
• Provide additional administrative support during tax season.

Conhecimentos

Office experience

Administrative tasks

Organization

Communication

Microsoft Word

Microsoft Excel

Microsoft Outlook

QuickBooks

Property management software

Ferramentas

Microsoft Word

Microsoft Excel

Microsoft Outlook

QuickBooks

Property management software

Descrição da oferta de emprego

Accounting Group of Western New York, CPA, PC in Elma, NY seeks an Office Administrative Assistant who is dependable, organized, and detail-oriented. You will work closely with front office staff and bookkeepers, handling front desk duties and basic bookkeeping support.

Training will be provided on procedures and software. This is an on-site role with required Saturday availability during peak tax season (February–April).