top of page


Accounting Paraprofessional



  • Minimum of 5 years of paraprofessional experience.

  • 3 years QuickBooks Pro and or QuickBooks On-line experience with high level knowledge of Accounts Payable, Receivable and Payroll transactions.

  • Proficient in setting up QuickBooks accounts, including use of classes, job costing and budgeting functions.

  • Familiarity or knowledge of other QuickBooks Pro and Intuit Payroll products desirable.

  • QuickBooks Pro certification preferred.

  • Prior experience in CPA firm is preferred.

  • Proficient in Outlook, Excel, Word, and Acrobat Pro.

  • Proficient in preparing work papers and reviewing supporting documents in a paperless environment.

  • Solid communication, organizational and client service skills.

  • Willingness to learn new applications and share knowledge with other staff.

Paraprofessional Responsibilities:

  • Provide write-up services on a monthly, quarterly or annual basis to a variety of firm clients as needed.

  • Trust Administration preferred.

  • Setup QuickBooks data files from scratch and be able to customize to fit client industry and specialized reporting requirements.

  • Train clients in setup and use of QuickBooks accounting software.

  • Follow up with clients for information, forms, communicate critical deadlines to ensure timely completion of engagements.

  • Ability to work independently with clients.

  • Other paraprofessional services as assigned.

  • Prepare 1099s, W-2s, BPOL, PPT and other forms for clients as needed.

  • Limited travel to client sites when required for training or support.

Administrative Responsibilities:

  • Handle photocopying, scanning and filing of all necessary documents in an electronic filing system

  • Other administrative tasks as assigned



Please forward resume and salary requirements to Chris Kotler, Firm Administrator, at

bottom of page