Job Description
Part-Time Administrative Assistant / Bookkeeping Assistant
Job Type: Part-Time (20 hours per week)
Work Hours: To be finalized; Monday to Friday, within the 9:00 AM to 4:00 PM (Central Time) window
Salary: $700 per month
Job Overview:
We are seeking a detail-oriented Administrative Assistant / Bookkeeping Assistant to support daily operations. This role will help manage client emails, administrative tasks, and bookkeeping support, allowing the CPA to focus on higher-level tax planning and strategy work. The role will start part-time (approximately 20 hours per week) with the potential to increase hours based on workload and performance.
Key Responsibilities:
Administrative Support
- Manage and triage incoming client emails
- Respond to routine client questions
- Flag important emails that require CPA review
- Send requested documents to clients from the portal
- Maintain digital filing and organization
- Assist with general administrative tasks
Bookkeeping Support
- Maintain records in QuickBooks Online
- Categorize transactions
- Assist with month-end bookkeeping tasks
- Send requests to clients regarding uncategorized transactions
- Enter finalized transaction details into QuickBooks
Payroll Support
- Assist with payroll-related tasks through ADP
- Monitor payroll items and communicate updates when necessary
Client Communication
- Communicate professionally with clients through email
- Request supporting documentation when needed
- Follow up with clients regarding bookkeeping information
Software Used:
- QuickBooks Online
- ADP (Payroll)
- CCH Access (Tax Software)
Ideal Candidate:
- Accounting or bookkeeping background
- Experience with QuickBooks Online
- Strong written English communication
- Highly organized and detail-oriented
- Comfortable handling client emails and administrative work
- Ability to work independently and manage multiple
