Location: Small CPA Firm – Alexander City, AL
Pay: $16.00/hr (Temp-to-Hire)
Start: ASAP
Schedule:
- January–April (Tax Season): Monday–Friday, 8:00 AM – 5:00 PM
- May–December: Monday–Friday, 8:30 AM – 4:30 PM
Benefits: 1 week PTO after permanent hire; no healthcare benefits
Dress Code: Business casual (no jeans, tennis shoes, or sweatshirts)
About the Role
This Administrative Assistant role supports client service, bookkeeping, and overall office operations for a small, professional CPA firm. The position requires strong attention to detail, excellent customer service, and the ability to stay composed during a fast-paced tax season environment. Training will be provided, but candidates must be proficient in Microsoft Excel and accurate with data entry.
Key Responsibilities
Client Service & Office Support
- Greet and assist clients in person and by phone with professionalism
- Answer telephones, direct calls, take messages, and respond to inquiries
- Communicate with customers, employees, and vendors to provide information, take orders, and address questions or complaints
- Maintain and update filing, mailing, and database systems
- Review files, records, and documents to obtain information as needed
- Support daily office operations including scheduling, email management, and document organization
- Operate office equipment such as scanners, photocopiers, fax machines, and computers
- Perform other duties as assigned
Data Entry & Recordkeeping
- Perform accurate data entry and maintain organized, up-to-date records
- Compute, record, proofread, and verify data, reports, and financial information
- Code, classify, and summarize financial data using spreadsheets, journals, ledgers, and accounting software
- Match order forms with invoices and record necessary information
- Compare computer printouts to manually maintained journals for accuracy
- Transfer details from journals to general ledgers or data processing sheets
- Compile requested reports on cash receipts, expenditures, accounts payable/receivable, etc.
Bookkeeping & Accounting Support
- Assist with bookkeeping tasks, including transaction entry and record maintenance
- Use accounting software (QuickBooks experience a plus) to record, store, and analyze financial information
- Access computerized financial information to answer account-specific questions
- Receive, record, and process cash, checks, and vouchers
- Prepare and process bank deposits; reconcile bank transactions
- Check figures and postings for correct entry and proper codes
- Monitor account statuses and ensure payments are up to date
- Prepare purchase orders, expense reports, bills, invoices, statements, and other financial documents
- Calculate costs based on estimates, quotes, and price lists
- Prepare payroll information and compute deductions (income tax, social security, etc.)
- Calculate and prepare payments for utilities, taxes, and other obligations
- Complete and submit tax-related forms, workers’ comp documentation, and other required government forms
