Maintain client list updated in various programs utilized in order to provide accounting and tax preparation services. Prepare weeklly list (of emials and Phone Msg) for clients that have pending deadlines (local/State/Federal) in reference their business(s) and personal. Prepare/review AR aging reports and call or send messages to client(s) reminding them of open balances. Serve as backup reconcilation clerk to enter clients transaction of various systems utilized by the Firm.
Special Requirements:
Basic accounting knowledge and background. Knowledge of MS Excel and MS Word. Knowledge of Practice Management Software (Canopy). Basic knowledge of Intuit Quickbooks for Accountants. Basic knowledge of Wolters Kluwer ATX Tax Preparation Software. Must be 21 years old, Accounting background, Random drug testing, and pre-hire background checks.