What are the responsibilities and job description for the Paraprofessional position at PKF O'Connor Davies?
Overview
This individual would be expected to provide bookkeeping services to clients. This would include posting transactions from client documents and assisting clients with bookkeeping issues. The Paraprofessional will be responsible for providing a timely, high-quality and accurate work product. This individual will be expected to demonstrate professionalism at all times to deliver excellent client service. Responsibilities include but are not limited to:
Essential Duties
- Provide superb client service through interaction with clients and their staff, including on-site visits.
- Prepare client invoices and statements, prepare bank deposits, prepare checks for client signature
- Maintain general ledgers including accounts receivable, accounts payable, cash receipts, cash disbursements, journal entries, month-end and year end close.
- Bank, brokerage, and credit card reconciliations.
- Accounting for fixed assets and depreciation including the preparation of Property Tax declarations.
- Preparation of client payroll, payroll tax returns, sales tax returns, year-end W-2 and 1099 forms
- Special projects and reports.
Qualifications
- Associate or Bachelor degree preferred.
- 3 years of industry related experience in a CPA or professional services firm preferred.
- Proficiency with Quickbooks is required.
- Strong ability to multi-task and work independently with minimal direction while exercising good judgment/decision making.
- Ability to demonstrate professionalism at all times and deliver excellent client service.
- Exceptional interpersonal skills and a pleasant, positive demeanor.
- Excellent verbal and written communication skills.
- Proficient in with QuickBooks, Word and Excel required.
- Travel to various clients via personal car required.
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