Bookkeeper & Administrative Assistant

Job Description

Job Description

Job Duties :

• Answering Phones
• Managing Appointment Calendar using Calendly and / or Microsoft Outlook.
• Coordinating and overseeing workflow using Tax Dome
• Bookkeeping for Multiple Clients using QuickBooks Online
• Preparing Invoices, as needed
• Posting received payments, as needed
• Creating deposits, as needed
• Clear banking transactions daily / weekly, as required
• Matching uploaded receipts to transactions
• Spitting transactions (bifurcating), when applicable
• Preparing Journal Entries, as needed
• Reconciling monthly statements
• Verifying the accuracy of accounts
• Reviewing Profit & Loss and Balance Sheet Financials with owner
• Working knowledge of how payroll works, although no payroll processing required.
• Prepare and File Sales Tax Reports, as needed
• Review and prepare reports for year-end for 1099 reporting
• Other duties or projects as deemed necessary to support our clients

Skills :

Company Description

Key Tax Planning Company is a public tax and bookkeeping service for small businesses owners and individuals. This position would be as a support role to the owner at first and then move to communicating directly with clients over time.

Owner is an Enrolled Agent (EA). An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Company Description

Key Tax Planning Company is a public tax and bookkeeping service for small businesses owners and individuals. This position would be as a support role to the owner at first and then move to communicating directly with clients over time. \r\n\r\nOwner is an Enrolled Agent (EA). An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.\r\n\r\nEnrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.