Part Time Bookkeeper

Job Description

Job Description

JOB SUMMARY

The Bookkeeper provides administrative and general office support primarily to the Chief Executive Officer, and secondarily to other teams of Oxford Tax & Accounting Solutions, Inc. The Bookkeeper maintains the book for the clients and completes the preparation of income tax returns.

Supervisory Responsibilities

This position has no supervisory duties.

ESSENTIAL JOB FUNCTIONS

• Position is responsible for answering and directing phone calls.

• Performs administrative activities and duties such as: filing and scheduling; preparation of correspondence for mail merge of contracts and correspondence and postage; coordination of scheduling meetings, conferences, and appointments; photocopying and scanning documents; maintains supply closet, orders office supplies.

• Maintains document management system for tax filing and the repository for accounting records.

• Enter mathematical data into QuickBooks online and into ATX tax preparation software.

• Opens requisitions, work orders, orders equipment, tracks orders and shipments.

• Performs QuickBooks bank reconciliation.

• Performs other related duties as assigned.

• Entry and classification of all financial transactions.

• Bank and credit card account reconciliations.

• Input payroll transaction into the G/L.

• Journal Entries, and adjusting Journal Entries

• Preparation of financial reports, including Profit & Loss and Balance Sheet

• Manage your accounts payable and accounts receivable invoicing.

• Perform month end close.

• Assist with the paying of State sales tax.

• Assist with Accounts Receivable.

• Assist with Accounts Payable

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QUALIFICATIONS

Education and Experience:

Requires a high school diploma. An associate degree is not required, but would be ideal. Experience with QuickBooks is required. The Administrative Assistant must be a critical thinker and is driven to learn accounting concepts and tax preparation concepts.

Licenses or Certifications:

None.

Special Requirements:

None.

Knowledge, Skills, and Abilities:

• Knowledge of departmental policies, plans, and procedures.

• Knowledge of modern office practices, plans, and procedures.

• Knowledge of Microsoft Word, Excel, PowerPoint, and other job-related computer programs and software applications.

• Skill in effective communication, both orally and in writing.

• Skill in problem-solving and making quick decisions using knowledge of organization.

• Skill in prioritizing and organizing work.

• Skill in the use of office equipment such as a computer, multi-line telephone system, scanner, fax machine, and copier.

• Ability to use computers for data entry, word processing, and/or accounting purposes.

• Ability to follow-through on complex tasks.

• Ability to establish and maintain effective working relationships with managers, service providers, other employees, and the general public.

WORKING CONDITIONS

The work environment is a comfort-controlled office environment. The noise level is usually moderate to high.

This a part-time-position /1099 position.

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Company Description

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