Office Assistant Job at Accounting - Winchester, VA, Winchester, VA

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  • Accounting - Winchester, VA
  • Winchester, VA

Job Description

Job Description

Job Description

Office Assistant Job Description

 

Responsibilities:

 

  • Ensure Clients are greeted upon entry and directed to appropriate personnel for assistance.
  • Make sure that all incoming mail, faxes and emailed documents are properly logged and distributed.
  • Make certain voice mail is checked daily, incoming calls are answered and all messages are promptly distributed.
  • Manage, organize and maintain an accurate schedule for the President and keep him on task.
  • Ensure all files are pulled and prepped for appointments.
  • Facilitate ordering of office supplies for Winchester & Harrisonburg.
  • Coordinate servicing of office equipment.
  • Coordinate with IT support and software vendors to ensure that software and computer systems are up to date and operating properly.
  • Facilitate the smooth flow of tax returns through checking, processing, and delivery to Clients for the Winchester & Woodstock offices.
  • Coordinate annual tax organizer mailings, including performing mail merges as needed.
  • Ensure all new clients are correctly entered into Practice and other programs as appropriate.
  • Develop and/or update organizational tools, such as logs and checklists, to enhance operational efficiency.
  • Ensure all Client payrolls are processed accurately and delivered on time.
  • Enter data into accounting and other software packages.
  • Ensure all monthly & quarterly Client deliverables are delivered on time and all payroll & sales taxes are paid in a timely manner.
  • Ensure that all billing is performed both timely and accurately.
  • Ensure that all payments from Client—including credit card payments—are properly processed and posted, and all receipts are deposited.
  • Ensure that filing is accurately completed on a daily basis.
  • Perform light cleaning duties as needed.
  • Other duties as assigned.

 

Qualifications:

  • Must be proficient in Microsoft Office including Word, Excel and Outlook
  • Must be able to work independently, set and maintain priorities and multi-task with minimal supervision
  • Must work well with others to maintain a work environment of respect, tranquility and productivity
  • Must be reliable, trustworthy, punctual and discreet
  • Must project a professional image in terms of both demeanor and appearance

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