We are a multifaceted CPA firm with 11 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services.
We have partnered with wealth advisors and estate attorneys to create Coordinated Financial Care service for our clients.
The coordinator position will be responsible for providing office support, while providing clerical tasks such as light bookkeeping duties of Accounts Payable and Accounts Receivable for select clients and payroll.
Confidentiality, efficient time management, excellent organizational skills, and attention to detail are essential qualifications for this position, as is the ability to communicate clearly.
Potential Duties
Provide clerical and administrative support to the bookkeeping and payroll teams
Manage department workflow by being the initial contact for department via email/phone
Entering QBO monthly billing into in Project Management System
Maintain an accurate and organized file system
Assist manger with admin portion of partner requests
Create engagement letter for new clients and process their set up
Manage Project Management System for task set up and spelling errors
Pull bookkeepers time for review
Provide light bookkeeping duties
Process accounts receivable and accounts payable for select clients, this may include minimal travel
Process initial review for tax bookkeeping projects
Scanning, filing, and bank deposits
Skills that will make you successful in this position:
Excellent written and verbal communication skills
Ability to understand and follow processes and procedures
Perform job responsibilities in an efficient and timely fashion
A high degree of attention to detail, accuracy, and organization
Friendly and customer service oriented
Bookkeeping, Payroll and QuickBooks experience is a plus
Although we take our work very seriously, we don't take ourselves too seriously.
This is more than just a place to get through the work day.
We enjoy our work and our time together! Pay is determined based on experience and education.
We offer opportunities for professional growth in the accounting field!
Benefits:
401(k)
401(k) matching
100% Company-Paid medical, dental, and vision insurance
Flexible spending account
Health savings account
Paid Time-Off
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