Accounting Assistant

Our firm, The Winston CPA Group, is looking for an Accounting Assistant. This role will support us with managing email, calendars, data entry, bookkeeping, and kicking off the tax prep process during tax season. The Accounting Assistant is often the first point of contact that clients have with us, therefore it's important that you're organized, attentive to detail, and operate with a sense of urgency.

Represent the firm's brand and spirit in interactions with clients, employees, contractors, and partners
Communicate with customers utilizing strong written & verbal skills as well as deep customer empathy
Document client interactions in a way that someone who wasn't part of the interaction can understand
Onboard and offboard new clients, vendors, and contractors
Perform bookkeeping tasks: client invoicing, expense tracking, reconcile accounts, and other firm duties
Create SOPs, onboarding processes, and training materials
Double check internal and external correspondence for spelling and grammar
Research (accounting & tax regulations, competitors, new software & apps)
Organize, maintain, and accurately enter customer data in our systems (CRM, accounting, or tax prep software, etc.)
Accurate and complete customer data entered in tax returns for credentialed tax expert review
Coordinate client meetings and follow-ups as needed
Take notes during team meetings

Understanding of accounting and tax principles
3-5 years experience in bookkeeping and/or executive assistant duties
Proficient using Microsoft Office Suite, Quickbooks Online, and tax prep software
An undisturbed office environment with reliable internet connection
Able to get work done despite busy times or minimal supervision
Comfortable communicating via email, phone, video
Keen attention to detail and sense of urgency