Job Description This is a remote position.
Schedule: 20 hours per week Monday to Friday 2pm - 6pm Baton Rouge, LA Client Timezone: Baton Rouge, LA Client Overview Join a thriving, solo-operated CPA practice that's making waves in the accounting and tax services industry.
This dynamic business is poised for growth and seeking a talented individual to support its expansion.
As the firm approaches its busiest season, you'll play a crucial role in streamlining operations and enhancing productivity.
This is an excellent opportunity to work closely with an experienced professional, gain invaluable insights into the financial services sector, and contribute to the success of a growing enterprise.
Job Description We're seeking a detail-oriented and adaptable Personal Assistant with bookkeeping experience to support a successful CPA practice.
This role offers a unique blend of administrative duties and financial tasks, providing an exciting opportunity to expand your skill set in a fast-paced, professional environment.
As the right-hand support to a busy CPA, you'll be instrumental in managing day-to-day operations, organizing crucial documents, and potentially assisting with basic bookkeeping tasks.
This position is ideal for someone who thrives on variety, excels at multitasking, and is eager to learn and grow within the financial services industry.
With the upcoming tax season on the horizon, your role will be pivotal in ensuring smooth operations and client satisfaction.
Responsibilities Efficiently manage and organize the CPA's schedule, ensuring optimal time management and productivity Handle email communications professionally, prioritizing and responding to inquiries as appropriate Organize and maintain business documents and files using Google Drive, ensuring easy access and retrieval Assist with basic bookkeeping tasks and data entry, supporting the financial operations of the practice Provide comprehensive administrative support, including preparing reports, managing correspondence, and handling office-related tasks Help with personal task management and set reminders to keep the CPA on track with both professional and personal commitments Collaborate on projects using practice management software, ensuring smooth workflow and project completion Learn and utilize various software systems essential to the practice, including QuickBooks and Keeper Requirements Proficiency in Google Workspace (Drive, Gmail, Calendar) with a strong ability to organize digital files and manage communications effectively Basic understanding of bookkeeping principles and enthusiasm to expand knowledge in this area Exceptional organizational skills with a proven ability to manage multiple tasks and priorities simultaneously Strong written and verbal communication abilities, capable of interacting professionally with clients and stakeholders Demonstrated aptitude for quickly learning and adapting to new software systems and technologies Experience with or keen interest in learning QuickBooks for financial task assistance Familiarity with practice management software is a plus, but not required – willingness to learn is essential Self-motivated with the ability to work independently in a remote setting while maintaining consistent communication Flexibility to adjust working hours as needed, especially during peak tax season Discretion and confidentiality when handling sensitive financial information Independent Contractor Perks Permanent work from home Immediate hiring Steady freelance job ZR_18984_JOB Requirements Responsibilities Efficiently manage and organize the CPA's schedule, ensuring optimal time management and productivity Handle email communications professionally, prioritizing and responding to inquiries as appropriate Organize and maintain business documents and files using Google Drive, ensuring easy access and retrieval Assist with basic bookkeeping tasks and data entry, supporting the financial operations of the practice Provide comprehensive administrative support, including preparing reports, managing correspondence, and handling office-related tasks Help with personal task management and set reminders to keep the CPA on track with both professional and personal commitments Collaborate on projects using practice management software, ensuring smooth workflow and project completion Learn and utilize various software systems essential to the practice, including QuickBooks and Keeper Requirements Proficiency in Google Workspace (Drive, Gmail, Calendar) with a strong ability to organize digital files and manage communications effectively Basic understanding of bookkeeping principles and enthusiasm to expand knowledge in this area Exceptional organizational skills with a proven ability to manage multiple tasks and priorities simultaneously Strong written and verbal communication abilities, capable of interacting professionally with clients and stakeholders Demonstrated aptitude for quickly learning and adapting to new software systems and technologies Experience with or keen interest in learning QuickBooks for financial task assistance Familiarity with practice management software is a plus, but not required – willingness to learn is essential Self-motivated with the ability to work independently in a remote setting while maintaining consistent communication Flexibility to adjust working hours as needed, especially during peak tax season Discretion and confidentiality when handling sensitive financial information