Answer phone & greet clients in person Provide assistance to clients for signatures, pick-up and drop-off of information, and collection of payments Manage appointments and keep internal systems updated Scanning documents and assisting in assembly of tax returns Assist with client bookkeeping as needed Manage inbound and outbound mail Provide assistance to staff and owner as needed

Exhibits attentiveness to outstanding customer service Proficient with technology Previous bookkeeping experience Basic familiarity with Quickbooks Enthusiastic in learning new software applications Ability to prioritize and complete tasks with quality and in a timely manner Ability to work independently and with minimal direction Consistently demonstrates organization and detail orientation Implements appropriate plans and adjusts them accordingly Follows through on commitments and is consistently reliable