Overview

Accounting Assistant/Account Manager Jobs in Los Angeles – California – USA at Proby’s Tax & Accounting

Position:  Accounting Assistant/Account Manager at Proby’s Tax & Accounting

Job Description

Job Description

Accounting Assistant/Account Manager

Job Description

The main responsibilities of the Accounting Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current.

This consist of such tasks as:

● Initial data entry on accounting documents acquired.

● Compiling missing information list for accounts with missing documents
● Tracking clients account status using our accounting tracker system.

● Sending out weekly missing info notices to accounting clients via email.

● Corresponding and following up with clients on a weekly and need to basis via phone, emails, etc to acquire all necessary accounting materials from clients.

● Digitally and physically filing accounting files in their proper places.

● Preparing and delivering acquired accounting material to accounting personnel weekly for data entry.

● Tracking when and what files are with accounting personnel and have been entered along with when they have been delivered back to us via our Accounting Tracker Snap Shot google doc.

● Reacquiring accounting materials from accounting personnel along with financial reports.
● Assist the accounting department wit data entry in accounting software.
● Preparing and packaging accounting documents to be returned to accounting clients at the end of each quarter.

● Along with other general office task to maintain the workflow of the company, ie answering phones, scheduling appointments, replying to emails, greeting clients when necessary, etc.

Job Requirements:

● Great organization skills.

● Familiar with digital filing systems.

● Experience working with google drive files.

● Officeprofessionalism.

● Great customer service skills.

● Detail oriented.

● Prompt and timeliness.

● Ability to work in fast paced environments.

● Microsoft excel skills

● Windows/Mac operating systems experience.

● At least 2 years of office/administrative experience.

Hours:

16 – 32 Hours Weekly General Office

Hours:

Mon – Thur 10am – 6pm

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Title: Accounting Assistant/Account Manager

Company: Proby’s Tax & Accounting

Location: Los Angeles – California – USA

Category: Accounting, Administrative/Clerical

 

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