Benefits:

Paid time off
Training & development
401(k)
401(k) matching

Benefits/Perks

Competitive Compensation
Paid Time Off
Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Administrative Assistant

Answer phones and greet clients that come into the office
Organize and scan tax documents
Print and assemble tax returns
Client wrap-up meetings
Prepare invoices
Maintain accurate logbook of tax work in progress
Follow flow of tax returns to monitor completeness
Client accounting using multiple versions of QuickBooks
Prepare financial statements in Excel
Prepare payroll for clients on their normal schedule
Track and calculate adjustments to payroll additions and deductions
Assist with preparing payroll tax returns and W-2’s
Assist with preparing sales tax returns
Monitor office supplies and place re-order as needed
QuickBooks, Microsoft 365, and Drake Tax experience a plus
QuickBooks certification a plus
Canopy client management software experience a plus
Strong attention to detail and willingness to learn
Strong communication skills

Compensation: $18.00 - $25.00 per hour

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

At Monotelo, we bring together our deep understanding of the Internal Revenue Code and how that intersects with you as business owner to arrange your affairs to mitigate short-term and lifetime tax liabilities to help you reach your long-term goals.

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