CPA Firm Front Office Manager / Bookkeeper / Payroll Manager

*Office Administration Functions* - Greet clients and tax document intake - Answer phones, transfer calls, & take messages - Book client appointments (using Calendy Software) - Supplies Ordering & Restocking *Client Service Functions* - Client onboarding / New client set-up in Practice Mgmt, Tax & Document Mgmt Software - Creation of new & management of existing Client Portals - Scan & organize client documents into our document management software - Maintain a database of projects (tax returns) electronically logging project statuses - Process tax return packages for delivery to clients (paper or electronic) - Delivery of completed tax returns and explanation of end results & filing process - Tax return electronic filing management (collection of signatures /submission of e-files to IRS) *Technical / Accounting Work* - Client Payroll processing - QuickBooks entry - Combined Excise Tax Return (B&O/Sales Tax) Filings - Maintain accounts receivable, process credit card pmts, and prepare monthly billing statements.
- Annual Forms 1099 Information Return Filings *New Business Formations / Annual Entity Management* - LLC & Corporation Formations / New entity registrations - EIN Applications - Master Business License /Registrations - Filing LLC/Corporation Annual Reports & business license renewals Job Type: Full-time Pay: $50,000.
00 - $70,000.
00 per year Schedule: * 8 hour shift * Monday to Friday Education: * Bachelor's (Required) Experience: * Administrative experience: 5 years (Preferred) Work Location: In person