Accounting Services Associate
Whitlock & Company, P.C. · Pigeon Forge, TN · 1 mo ago
On-siteAccountingFull-time
We need to output HTML fragment with headings for sections present: About the role? The posting has "About the Position". We'll use heading "About the Position". Then "Accounting Services Responsibilities" and "Administrative & Office Responsibilities". Also "What We're Looking For" maybe as Requirements/Skills. Also "Why Join Whitlock & Company?" maybe Benefits? But it's more about culture; we could treat as Benefits? The instruction: include a section ONLY when posting has real, specific content for it. "Why Join Whitlock & Company?" is a section with content describing opportunity; could be considered Benefits or maybe we can put under a heading "Why Join Whitlock & Company?" but allowed headings list includes Benefits, Pay, Schedule, etc. Not limited to those; we can use any heading but they said use
for sections present: About the role? The posting has "About the Position". We'll use heading "About the Position". Then "Accounting Services Responsibilities" and "Administrative & Office Responsibilities". Also "What We're Looking For" maybe as Requirements/Skills. Also "Why Join Whitlock & Company?" maybe Benefits? But it's more about culture; we could treat as Benefits? The instruction: include a section ONLY when posting has real, specific content for it. "Why Join Whitlock & Company?" is a section with content describing opportunity; could be considered Benefits or maybe we can put under a heading "Why Join Whitlock & Company?" but allowed headings list includes Benefits, Pay, Schedule, etc. Not limited to those; we can use any heading but they said use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They gave examples but not exclusive. Probably we should stick to those headings where applicable. So we can map:
- About the Position -> About the role (use About the role
)
- Accounting Services Responsibilities -> Responsibilities
- Administrative & Office Responsibilities -> could also be Responsibilities (maybe combine) but we could keep separate? Better to combine under Responsibilities with both accounting and admin duties. But they said prefer few substantive sections over many thin ones. So we could have one Responsibilities section covering both.
- What We're Looking For -> Requirements or Skills. Could be Requirements.
- Why Join Whitlock & Company? -> Benefits (culture/benefits). It's not explicit benefits but could be considered Benefits.
- Schedule: given: Monday–Friday, 8:00 a.m.–5:00 p.m. So we need a Schedule section.
- Pay: not mentioned, so omit.
- Qualifications: maybe not separate; we have Requirements.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule.
We must not repeat job title as heading. Use for each.
Use - for any list of duties/requirements/benefits. For prose use
.
We need to preserve all substantive information. So we need to include details from each section.
Let's extract content.
About the Position paragraph: "Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients."
We'll put that as
.
Responsibilities: combine Accounting Services Responsibilities and Administrative & Office Responsibilities.
We need to list each duty as
- . The text includes many sentences; we can break into bullet points.
We must preserve all substantive information; we can convert each sentence into a bullet.
Let's list Accounting Services Responsibilities bullet points:
- Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
- Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
- Process accounts payable and maintain accurate supporting documentation.
- Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
- Maintain and reconcile general ledger accounts for multiple client entities.
- Prepare and post adjusting journal entries and other accounting entries as needed.
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
- Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
- Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
- Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
- Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
- Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
- Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
- Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
- Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
- Assist with special accounting projects and other duties as assigned.
Administrative & Office Responsibilities bullet points:
- Greet clients and visitors as they enter the office.
- Answer and direct incoming telephone calls in a courteous and professional manner.
- Receive and distribute mail, packages, and other deliveries.
- Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
- Operate the firm's postage machine and prepare outgoing mailings and packages.
- Scan, organize, index, and maintain electronic and paper client records.
- Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
- Assist with office supply ordering, inventory, and general office organization.
- Provide administrative support to the accounting, tax, and assurance teams as needed.
- Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
- Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
- Perform other administrative and office-related duties and special projects as assigned.
We could combine them under one Responsibilities section with all bullets.
Requirements (What We're Looking For) bullet points:
- Previous accounting, bookkeeping, payroll, or related experience preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple clients, priorities, and deadlines.
- Professional and courteous communication skills, both written and verbal.
- Strong organizational and time-management skills.
- Ability to work independently while also functioning effectively as part of a team.
- Comfortable working with confidential financial and client information.
- Proficiency with Microsoft Office, particularly Outlook and Excel.
- Experience with QuickBooks is preferred.
- Willingness to learn firm-specific software, procedures, and client requirements.
Benefits (Why Join Whitlock & Company?) paragraph(s):
- At Whitlock & Company PC, you'll have the opportunity to work with a variety of small and mid-sized businesses and individuals while developing a broad range of accounting and client-service skills.
- This is a great opportunity for someone who enjoys variety in their work, building client relationships, and being an important part of a close-knit team.
- Additional Duties: The responsibilities listed above are representative of the duties and responsibilities of the position and are not intended to be all-inclusive. Additional accounting, administrative, client service, compliance, and other related duties may be assigned based on client needs, firm needs, workload, and business requirements.
We could treat the last sentence as part of Benefits? It's more about additional duties; maybe we could include it under Responsibilities as a note. But it's under "Why Join Whitlock & Company?" Actually the posting includes "Additional Duties:" after that paragraph. It's part of the same section? The text shows:
Why Join Whitlock & Company?
At Whitlock & Company PC, you'll have the opportunity to work with a variety of small and mid-sized businesses and individuals while developing a broad range of accounting and client-service skills. This is a great opportunity for someone who enjoys variety in their work, building client relationships, and being an important part of a close-knit team. Additional Duties: The responsibilities listed above are representative of the duties and responsibilities of the position and are not intended to be all-inclusive. Additional accounting, administrative, client service, compliance, and other related duties may be assigned based on client needs, firm needs, workload, and business requirements.
Thus we can keep that as Benefits section (maybe also include Additional Duties note). We'll put as
paragraphs.
Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m. We'll put as
.
Now produce HTML fragment:
About the role
Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients.
Responsibilities
- Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
- Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
- Process accounts payable and maintain accurate supporting documentation.
- Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
- Maintain and reconcile general ledger accounts for multiple client entities.
- Prepare and post adjusting journal entries and other accounting entries as needed.
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
- Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
- Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
- Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
- Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
- Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
- Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
- Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
- Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
- Assist with special accounting projects and other duties as assigned.
- Greet clients and visitors as they enter the office.
- Answer and direct incoming telephone calls in a courteous and professional manner.
- Receive and distribute mail, packages, and other deliveries.
- Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
- Operate the firm's postage machine and prepare outgoing mailings and packages.
- Scan, organize, index, and maintain electronic and paper client records.
- Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
- Assist with office supply ordering, inventory, and general office organization.
- Provide administrative support to the accounting, tax, and assurance teams as needed.
- Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
- Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
- Perform other administrative and office-related duties and special projects as assigned.
Requirements
- Previous accounting, bookkeeping, payroll, or related experience preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple clients, priorities, and deadlines.
- Professional and courteous communication skills, both written and verbal.
- Strong organizational and time-management skills.
- Ability to work independently while also functioning effectively as part of a team.
- Comfortable working with confidential financial and client information
About the role
) - Accounting Services Responsibilities -> Responsibilities - Administrative & Office Responsibilities -> could also be Responsibilities (maybe combine) but we could keep separate? Better to combine under Responsibilities with both accounting and admin duties. But they said prefer few substantive sections over many thin ones. So we could have one Responsibilities section covering both. - What We're Looking For -> Requirements or Skills. Could be Requirements. - Why Join Whitlock & Company? -> Benefits (culture/benefits). It's not explicit benefits but could be considered Benefits. - Schedule: given: Monday–Friday, 8:00 a.m.–5:00 p.m. So we need a Schedule section. - Pay: not mentioned, so omit. - Qualifications: maybe not separate; we have Requirements. Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule. We must not repeat job title as heading. Use for each.
Use - for any list of duties/requirements/benefits. For prose use
.
We need to preserve all substantive information. So we need to include details from each section.
Let's extract content.
About the Position paragraph: "Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients."
We'll put that as
.
Responsibilities: combine Accounting Services Responsibilities and Administrative & Office Responsibilities.
We need to list each duty as
- . The text includes many sentences; we can break into bullet points.
We must preserve all substantive information; we can convert each sentence into a bullet.
Let's list Accounting Services Responsibilities bullet points:
- Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
- Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
- Process accounts payable and maintain accurate supporting documentation.
- Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
- Maintain and reconcile general ledger accounts for multiple client entities.
- Prepare and post adjusting journal entries and other accounting entries as needed.
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
- Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
- Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
- Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
- Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
- Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
- Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
- Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
- Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
- Assist with special accounting projects and other duties as assigned.
Administrative & Office Responsibilities bullet points:
- Greet clients and visitors as they enter the office.
- Answer and direct incoming telephone calls in a courteous and professional manner.
- Receive and distribute mail, packages, and other deliveries.
- Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
- Operate the firm's postage machine and prepare outgoing mailings and packages.
- Scan, organize, index, and maintain electronic and paper client records.
- Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
- Assist with office supply ordering, inventory, and general office organization.
- Provide administrative support to the accounting, tax, and assurance teams as needed.
- Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
- Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
- Perform other administrative and office-related duties and special projects as assigned.
We could combine them under one Responsibilities section with all bullets.
Requirements (What We're Looking For) bullet points:
- Previous accounting, bookkeeping, payroll, or related experience preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple clients, priorities, and deadlines.
- Professional and courteous communication skills, both written and verbal.
- Strong organizational and time-management skills.
- Ability to work independently while also functioning effectively as part of a team.
- Comfortable working with confidential financial and client information.
- Proficiency with Microsoft Office, particularly Outlook and Excel.
- Experience with QuickBooks is preferred.
- Willingness to learn firm-specific software, procedures, and client requirements.
Benefits (Why Join Whitlock & Company?) paragraph(s):
- At Whitlock & Company PC, you'll have the opportunity to work with a variety of small and mid-sized businesses and individuals while developing a broad range of accounting and client-service skills.
- This is a great opportunity for someone who enjoys variety in their work, building client relationships, and being an important part of a close-knit team.
- Additional Duties: The responsibilities listed above are representative of the duties and responsibilities of the position and are not intended to be all-inclusive. Additional accounting, administrative, client service, compliance, and other related duties may be assigned based on client needs, firm needs, workload, and business requirements.
We could treat the last sentence as part of Benefits? It's more about additional duties; maybe we could include it under Responsibilities as a note. But it's under "Why Join Whitlock & Company?" Actually the posting includes "Additional Duties:" after that paragraph. It's part of the same section? The text shows:
Why Join Whitlock & Company?
At Whitlock & Company PC, you'll have the opportunity to work with a variety of small and mid-sized businesses and individuals while developing a broad range of accounting and client-service skills. This is a great opportunity for someone who enjoys variety in their work, building client relationships, and being an important part of a close-knit team. Additional Duties: The responsibilities listed above are representative of the duties and responsibilities of the position and are not intended to be all-inclusive. Additional accounting, administrative, client service, compliance, and other related duties may be assigned based on client needs, firm needs, workload, and business requirements.
Thus we can keep that as Benefits section (maybe also include Additional Duties note). We'll put as
paragraphs.
Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m. We'll put as
.
Now produce HTML fragment:
About the role
Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients.
Responsibilities
- Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
- Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
- Process accounts payable and maintain accurate supporting documentation.
- Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
- Maintain and reconcile general ledger accounts for multiple client entities.
- Prepare and post adjusting journal entries and other accounting entries as needed.
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
- Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
- Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
- Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
- Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
- Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
- Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
- Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
- Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
- Assist with special accounting projects and other duties as assigned.
- Greet clients and visitors as they enter the office.
- Answer and direct incoming telephone calls in a courteous and professional manner.
- Receive and distribute mail, packages, and other deliveries.
- Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
- Operate the firm's postage machine and prepare outgoing mailings and packages.
- Scan, organize, index, and maintain electronic and paper client records.
- Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
- Assist with office supply ordering, inventory, and general office organization.
- Provide administrative support to the accounting, tax, and assurance teams as needed.
- Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
- Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
- Perform other administrative and office-related duties and special projects as assigned.
Requirements
- Previous accounting, bookkeeping, payroll, or related experience preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple clients, priorities, and deadlines.
- Professional and courteous communication skills, both written and verbal.
- Strong organizational and time-management skills.
- Ability to work independently while also functioning effectively as part of a team.
- Comfortable working with confidential financial and client information
. We need to preserve all substantive information. So we need to include details from each section. Let's extract content. About the Position paragraph: "Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients." We'll put that as
. Responsibilities: combine Accounting Services Responsibilities and Administrative & Office Responsibilities. We need to list each duty as
paragraphs. Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m. We'll put as
. Now produce HTML fragment:
About the role
Whitlock & Company PC is seeking a dependable, detail-oriented Accounting Services Associate / Administrative Assistant to join our team. This position combines accounting services, client support, and general office administrative responsibilities. The ideal candidate will be organized, professional, comfortable working with multiple clients and deadlines, and able to work independently while also being a collaborative member of our team. This position will work closely with our Accounting Services, Tax, and Administrative teams to provide accurate, timely, and professional service to our clients.
Responsibilities
- Prepare and process payroll for assigned clients, including payroll tax filings and year-end forms such as W-2s and 1099s.
- Complete annual reports, business tax filings, business license renewals, and other required state and local filings.
- Process accounts payable and maintain accurate supporting documentation.
- Perform monthly bank and credit card reconciliations and investigate and resolve discrepancies.
- Maintain and reconcile general ledger accounts for multiple client entities.
- Prepare and post adjusting journal entries and other accounting entries as needed.
- Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings.
- Assist with the preparation of monthly, quarterly, and annual financial statements and other client financial reports.
- Review client accounting records for accuracy and completeness and identify items requiring follow-up or correction.
- Support clients with year-end accounting cleanup and preparation of financial records for tax return preparation or assurance services.
- Assist with gathering, organizing, and providing financial information and documentation requested by the Tax and Assurance teams.
- Maintain accurate and timely accounting records in accordance with firm procedures and client requirements.
- Monitor assigned client deadlines and communicate proactively regarding any issues that may affect timely completion of work.
- Maintain consistent, professional, and responsive communication with clients regarding accounting-related matters.
- Develop a working knowledge of assigned clients' businesses, accounting processes, and specific reporting requirements.
- Assist with special accounting projects and other duties as assigned.
- Greet clients and visitors as they enter the office.
- Answer and direct incoming telephone calls in a courteous and professional manner.
- Receive and distribute mail, packages, and other deliveries.
- Prepare, assemble, bind, and distribute financial statements, tax returns, reports, and other client documents.
- Operate the firm's postage machine and prepare outgoing mailings and packages.
- Scan, organize, index, and maintain electronic and paper client records.
- Assist with preparing client correspondence, tax notices, letters, and other documents for mailing or delivery.
- Assist with office supply ordering, inventory, and general office organization.
- Provide administrative support to the accounting, tax, and assurance teams as needed.
- Assist with maintaining common office areas and ensuring supplies and materials are adequately stocked.
- Perform occasional local errands, including banking, post office, supply pickups, and deliveries, as needed.
- Perform other administrative and office-related duties and special projects as assigned.
Requirements
- Previous accounting, bookkeeping, payroll, or related experience preferred.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple clients, priorities, and deadlines.
- Professional and courteous communication skills, both written and verbal.
- Strong organizational and time-management skills.
- Ability to work independently while also functioning effectively as part of a team.
- Comfortable working with confidential financial and client information