Job Information
MainStreet Tax & Accounting ACCOUNTING ADMINISTRATIVE ASSISTANT in OREM, Utah
ACCOUNTING ADMINISTRATIVE ASSISTANT
An Accounting Administrative Assistant provides dual support by managing general office operations and performing entry-level financial tasks. This role bridges the gap between a standard administrative assistant and a bookkeeper and can serve as a training ground for future responsibilities.
Core Responsibilities
The duties of this position are generally split between office administration and financial support:
Accounting Support
- Accounts Payable/Receivable: Processing vendor invoices, issuing payments, and tracking customer balances.
- Data Entry & Reconciliation: Recording daily transactions into QuickBooks and reconciling bank statements.
- Billing & Invoicing: Preparing and distributing itemized invoices to clients and following up on overdue accounts. Process autopayments each month.
- Payroll Assistance: Assisting with timekeeping, payroll processing, and filing payroll documents.
General Office Administration
- Communications: Answering phones, screening calls, and managing professional correspondence via email and mail.
- Scheduling: Maintaining calendars and booking meetings.
- Document Management: Setting up and maintaining digital and physical filing systems, scanning, and photocopying.
- Office Logistics: Monitoring and ordering office supplies, greeting visitors, and coordinating office maintenance or events.
Required Skills & Qualifications
Education: Associate or bachelor's degree in accounting.
*Experience: *2 years of relevant job experience.
Technical Proficiency:
- Spreadsheets: Advanced knowledge of Microsoft Excel
- Accounting Software: Familiarity with QuickBooks and Drake Tax
Soft Skills:
- Attention to Detail: Precision is essential to prevent inaccuracies in financial data.
- Confidentiality: Must maintain strict discretion regarding sensitive financial and client information.
- Organization: The ability to prioritize tasks and meet strict deadlines during busy periods like tax season.