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Administrative
Administrative Supervisor
Peoria, AZ
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Confidential

Administrative Assistant & Bookkeeping Coordinator

Job Description

Job Summary We are seeking a highly organized, dependable, and proactive Administrative Assistant & Bookkeeping Coordinator to join our growing accounting firm. This role combines front desk and administrative support, bookkeeping and client intake coordination-making you an important part of both our daily operations and our clients' experience. As the face and voice of our firm, you will welcome clients, manage communications and scheduling, support accurate financial records, and help keep client work organized and moving forward. The ideal candidate enjoys working with people, managing multiple responsibilities and taking ownership of tasks from start to finish. We are looking for someone who thinks ahead, recognizes what needs attention and takes initiative to find solutions while knowing when to ask questions or involve the appropriate team member. Key Responsibilities Front Desk & Administrative Support Answer incoming calls professionally, assist with routine inquiries, and coordinate transfers with the appropriate team members. Greet clients and create a welcoming, professional office environment. Schedule appointments, coordinate meetings, and maintain accurate calendars. Manage incoming and outgoing mail, packages, emails, and office correspondence, ensuring timely delivery and follow-up. Maintain organized electronic and physical records. Monitor office supplies and operational needs, addressing routine issues proactively. Support the accounting team with administrative tasks and deadline tracking. Bookkeeping & Accounting Support Enter and categorize financial transactions accurately using QuickBooks Online or similar accounting software. Maintain general ledger records and assist with journal entries, account reconciliations, and bank and credit card reconciliations. Process accounts payable and receivable, ensuring accurate coding and supporting documentation. Assist with payroll processing and related reporting and filings as assigned. Prepare financial reports and summaries to support client work and internal review. Organize invoices, receipts, statements, and other financial records. Identify discrepancies, gather missing information, and follow up to help resolve outstanding items. Follow established accounting procedures and applicable accounting standards. Tax Season & Client Intake Serve as a primary point of contact for clients throughout the tax document intake process. Explain document submission procedures and help clients understand what information is needed. Receive, organize, and track incoming documents according to firm procedures. Follow up with clients regarding missing paperwork and outstanding information. Confirm that files are complete and ready for preparation, and notify the appropriate team members when documents are available. Route client questions to the appropriate tax preparer and follow through on unresolved requests. Protect confidential client financial and personal information. Qualifications Previous experience in administrative support, office coordination, or reception, along with hands-on bookkeeping experience. Working knowledge of bookkeeping fundamentals, including debits and credits, double-entry bookkeeping, general ledger maintenance, and account reconciliation. Proficiency with QuickBooks Online or comparable accounting software. Strong computer skills, including email, spreadsheets, and electronic document management. Excellent written and verbal communication skills and a professional, client-focused approach. Strong attention to detail and the ability to manage competing priorities and deadlines. Consistent attendance, punctuality, and follow-through. Sound judgment when handling sensitive information and determining when an issue needs additional guidance. Experience in an accounting, tax, or professional services office is preferred. Familiarity with payroll, accounts payable and receivable, financial reporting, and generally accepted accounting principles (GAAP) is a plus. What Makes Someone Successful in
This Role Initiative:
You recognize what needs to be done and take appropriate action without repeated reminders.
Problem-solving:
You use available resources, investigate discrepancies, and bring forward potential solutions.
Organization:
You keep documents, schedules, and outstanding tasks accurate and easy to track.
Accountability:
You take ownership of your work, communicate delays promptly, and follow through until tasks are complete.
Teamwork:
You support coworkers, communicate clearly, and adapt as priorities change.
Willingness to learn:
You are comfortable learning new software, following established procedures, and applying feedback. This is an opportunity to play a meaningful role in a growing accounting firm where your organization, initiative, and attention to detail will make a daily difference. We value team members who take pride in their work, support one another and help us continually improve the way we serve our clients.
Pay:
$20.00 - $22.00 per hour Expected hours: No more than 40.0 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Application Question(s): What bookkeeping experience do you have and which software have you used?
Experience:
administrative or office support: 2 years (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
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