Bookkeeper/Administrative Assistant Position Available In Wake, North Carolina

Bookkeeper/Administrative Assistant Capital Tax and Financial Services Inc Raleigh, NC Job Details Part-time | Full-time $20.06 – $24.15 an hour 1 day ago Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Microsoft Office Analysis skills GAAP Accounting QuickBooks Document management Bookkeeping Communication skills Entry level Time management

Full Job Description Admin/Bookkeeper Job Description Administrative Duties:

Answer phone calls and respond to emails promptly and professionally.

• Greet clients at the front desk and provide assistance as needed.
• Scan and digitize documents as needed.
• Assist in managing both the physical filing system and the digital shared drive.
• Monitor and collect overdue payments, tracking accounts receivable.
• Assist in tracking tax deadlines and ensuring clients submit required documents on time.
• Ensure all confidential client information is handled securely.

Bookkeeping Duties:

Perform monthly reconciliations of client accounts.

• Ensure all transactions are accurately categorized and compliant with GAAP.
• Prepare financial reports, including balance sheets and income statements.
• Record adjusting journal entries and year-end journal entries as needed.
• Track recurring payments through Fluid Pay and oversee QuickBooks Online (QBO) subscription billing.
• File 1099-NECs annually before January 31st.
• Process and file Sales & Use Tax and Food & Beverage Tax payments.
• Stay updated on best bookkeeping practices and compliance requirements.

Qualifications:

Proficiency in QuickBooks Online and QuickBooks Desktop is required.

• Experience using Microsoft Outlook, Word, and Excel.
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities, with the capability to prioritize tasks and meet deadlines.
• Problem-solving skills to address client inquiries and resolve bookkeeping discrepancies.
• Experience with client portals such as ShareFile and Adobe for document management is a plus.
• Familiarity with basic tax preparation processes is preferred but not required.
• Ability to work independently while collaborating with a team.

This is a contractor position with fluctuating weekly hours based on the tax season:

January:

24 hours per week.

• February – April 15 (Busy Season): 40 hours per week.
• Post-April 15 –

End of Off-Season:

Hours return to 24 hours per week.

Job Types:

Full-time, Part-time Pay:

$20.06 – $24.15 per hour Ability to

Commute:

Unit 3 Raleigh, NC 27615 (Required) Ability to

Relocate:

Unit 3 Raleigh, NC 27615: Relocate before starting work (Required)

Work Location:

In person