Accounting Paraprofessional

 

Qualifications:

• 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.

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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.

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Administrative Responsibilities:

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

• Other administrative tasks as assigned