Payroll Administrative Clerk

FINANCIAL PLANNING & TAX OFFICE; Houston (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

FINANCIAL PLANNING & TAX OFFICE is seeking a detail-oriented Payroll & Administrative Clerk to join our Houston-based team. The position involves handling payroll for multiple clients, data entry, billing, and assisting with client communication, while learning and using several software systems.

The ideal candidate will have experience with payroll, Form 941, payroll tax filings, and strong organizational and time-management skills.

Qualifications

• Previous experience with payroll, accounting, bookkeeping, tax, or office administration.
• Experience with Form 941 and payroll tax filings.
• Strong computer and data-entry skills.
• Excellent attention to detail and accuracy.
• Comfortable working with numbers and financial information.
• Strong organizational and time-management skills.
• Ability to handle a high volume of clients and tasks.
• Excellent customer service and communication skills.
• Comfortable learning and working with multiple software programs.
• Ability to work independently while also being a team player.
• Dependable, professional, and able to meet deadlines.
• Experience with TaxDome, AccountantsWorld, Homebase, or similar software is a plus.

Responsibilities

• Process and assist with payroll for multiple clients
• Prepare and file Federal Form 941(Employer's Quarterly FederalTax Return)
• Assist with payrolltax reporting and related payroll responsibilities
• Perform accurate and efficient data entry
• Enter, review, and maintain client information and records
• Handle billing and invoicing for clients
• Communicate with clients by phone, email, and in person in a professional and helpful manner
• Assist clients with payroll and administrative questions
• Maintain organized electronic and paper records
• Review information for accuracy and identify discrepancies or missing information
• Work with multiple software platforms and systems, including TaxDome
• Learn new software and technology as needed
• Manage multiple clients and deadlines simultaneously
• Provide general administrative support to the office and team
• Handle confidential client and financial information with professionalism and discretion

Skills

Payroll

Accounting

Bookkeeping

Tax

Office administration

Data entry

Customer service

Multitasking

Communication

Organizational skills

Tools

TaxDome

AccountantsWorld

Homebase

Job description

Payroll & AdministrativeClerk – Financial Planning& TaxOffice

Job Type: Full-Time
Industry: Financial Planning, Tax& Accounting Services

Aboutthe Position

We are lookingfor adetail-oriented, organized, and dependable Payroll& Administrative Clerkto join ourbusy financial planningand tax office. This position isideal for someonewho is comfortableworking with numbers, handling payroll-relatedresponsibilities, enteringdata accurately, communicatingwith clients, andlearning and usingmultiple software systems.

Because we workwith a largenumber of clientsand manage manyof their payroll, billing, and administrativeneeds, the ideal candidatemust be abletomultitask, prioritize deadlines, pay close attentionto detail, andprovide excellent customerservice.

Responsibilities

• Process and assistwithpayroll for multipleclients
• Prepare and fileFederal Form 941(Employer's Quarterly FederalTax Return)
• Assist with payrolltax reporting andrelated payroll responsibilities
• Perform accurateand efficientdata entry
• Enter, review, andmaintain client informationand records
• Handlebilling and invoicingfor clients
• Communicate with clientsby phone, email, and in personin a professionalandhelpful manner
• Assist clients withpayroll and administrativequestions
• Maintain organized electronicand paper records
• Review informationfor accuracy andidentify discrepanciesor missing information
• Work with multiple software platforms and systems, including:
• • TaxDome
  • AccountantsWorld
  • Homebase
  • Other accounting, payroll,tax, and office software
• Learn new softwareand technology asneeded
• Manage multiple clientsand deadlines simultaneously
• Provide general administrativesupport to the office and team
• Handle confidential clientand financialinformation withprofessionalism and discretion

Qualifications & Skills

• Previous experience withpayroll, accounting, bookkeeping, tax, or office administration
• Experience withForm 941 and payroll tax filings
• Strong computer anddata-entry skills
• Excellentattention to detailand accuracy
• Comfortable working withnumbers and financialinformation
• Strong organizational andtime-management skills
• Ability to handle ahigh volume of clients and tasks
• Excellent customer serviceand communication skills
• Comfortable learning and working with multiplesoftware programs
• Ability to workindependently while alsobeing a teamplayer
• Dependable, professional, and able tomeet deadlines
• Experience with TaxDome, AccountantsWorld, Homebase, or similar software is aplus

The Ideal Candidate

We are lookingfor someone whoisorganized, reliable, quick to learn, and takes pride in doing things correctly.Youshould be comfortableworking in a fast-paced office where priorities can change and multiple clients may need assistance at the same time.

Attention to detail is extremely important.The person in this role will be working with payroll, tax-related information, billing, and client records, so accuracy and follow-through are essential.

Excellentcustomer service skillsare also a must. We work closely with many clients and wantsomeone who is professional, friendly, patient, and comfortable helping clients with their questions and needs.

Why Join Us?

• Work with avariety of clients and businesses
• Gain experience in payroll, tax, accounting, and financial services
• Opportunity to learn and work with multiple professional software platforms
• Fast-paced and varied work environment
• Be an important part of a team that provides essential services to our clients