Paraprofessional

Primary Responsibilities

• Supporting several clients with standard accounting tasks including posting journal entries into QuickBooks, scanning and uploading various documents to proprietary systems, using different systems to support clients (QuickBooks, Yearli, etc.), counseling clients regarding different requirements, maintaining confidentiality, and performing tasks in accordance with established security protocols.
• Maintaining an effective, systematic, and timely filing system.
• Coding, scanning, filing, and distributing communications efficiently.
• Providing clients with requested reports at different intervals.

Working Conditions

• This is an in-office role with occasional travel to client offices required.
• Deadlines may require late hours due to the nature of the business.
• Occasional seasonal hybrid flexibility is offered.
• Generous PTO and work-life balance are provided.