CPA Firm AdministratorGillingham CPA, PCFull Time$30k - $45k per year
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Accounting Billing Client Managment Detail Oriented/Organization Tax

CPA Firm Administrator

Job title: CPA Firm Administrator

Location: USA based with USA work authorization

3 Years+ Administrator / accountant with light quickbooks, accounting experience, or similar experience ideal. (We are flexible).

(AKA: The Super Admin Office Manager)

(Primarily work with Excel, email, Quickbooks Online, and Google Docs) 

The Firm Administrator will assist in a variety of roles to ensure the core production team can focus on technical tax and accounting work. The candidate will be highly detail oriented, flexible in taking on new responsibilities, and a fast learner. Experience working in excel and with numbers is required to a large degree. Client communication is primarily email. Team communication is daily and uses audio only / screen-shares.

Possible candidates could have experience in project management, bookkeeping, tax / financial offices, or a strongly related educational background. All tasks may be learned on the job for the right motivated person that does not mind working in different areas of the firm during the same day.

What is Gillingham CPA?

We perform tax, accounting, and advisory services with value added impact. Our focus is small business, seed state startups, and equity comp employees mostly in the Bay Area.

https://www.gillinghamcpa.com/

What will you be doing?

  • Manage firm emails, projects, assignments, and requests

  • Manage firm billing and possibly books

  • Onboard / off-board clients

  • Assist in prospective client proposals

  • Filing signed returns and sending along confirmations

  • Assisting with firm traffic flow (projects / requests) and tracking KPIs (key performance indicators)

  • Firm project tracking and metrics

  • Some data entry and document organization

  • Organization and optimization of document exchange (PDF organization, titling)

  • Possibly assist with basic client bookkeeping

  • Manage firm and client calendars

  • Possible cross functional roles time, experience, and interest permitting

  • Occasional client correspondence for needs, outstanding invoices, text, and very occasional phone calls on the business phone line

Please see FAQs for more.

Come work with us!

Frequently Asked Questions

What if I am missing some relevant skills?
Traits such as being highly detail oriented and ok with working in a variety of tasks is crucial. For example in the same day you could be on-boarding a client, preparing a draft proposal, and running KPI (Key Performance Indicators) for the month-end scorecards all in the same day. Some background with Excel and exposure to tax and or accounting is therefore very important. The actual granular tasks such as doing billing, organizing files, and running the reports can all be taught. No one candidate will have perfect skills across all the required areas.
What are some perks of the Job?
Work with a nice team making daily impact for clients and on the business. The job is fully remote and general flexibility increases with time. Expect a grand total of 4 to 5 paid weeks off with holidays, bonus days, flex time accrual, and sick time if needed. Come in, do a great job, and then leave work behind. We respect our time off and try to avoid working more than 8 hours a day.
Is there a trial or test period? About how long?
Yes. We have a one month trial period.
Is a cover letter required?
No, but it could help. If you could simply jot a quick email explaining a bit about what you are looking to accomplish in a new position, it would be great. There are no perfect answers. It is ok if you simply want to have a great work-life balance and do great when on the clock. It is also ok if you want to work up to a promotion and are interested in studying on your own time. Also if you can let us know what positions and skills you think key into the job description that is also super helpful. Writing this up in less than twenty minutes should serve to promote your candidacy.
Can I work from anywhere?
No. The work must be performed in the USA on a secure dedicated internet connection. You must have a private (home ok) office to conduct phone calls.
Are there set hours I need to be working during the day?
Yes. Standard hours are 8 hours a day, in the timeframe: 8 to 5 PST.
Are any skills tests or background checks required?
Generally we will perform a soft-skills test (no right or wrong answer), a knowledge-based test, and a standard background check. The knowledge-based test is mostly to gauge very basic levels of aptitude to understand where we need to direct training efforts early.
Are any skills tests or background checks required?
Generally we will perform a soft-skills test (no right or wrong answer), a knowledge-based test, and a standard background check. The knowledge-based test is mostly to gauge very basic levels of aptitude to understand where we need to direct training efforts early.

This job is closed
But you can apply to other open Remote Admin / Virtual Assistant jobs

About the company

Gillingham CPA, PC View all company's open jobs

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