Job Description

JOB SUMMARY

The Bookkeeper provides administrative and general office support primarily to the Chief Executive Officer, and secondarily to other teams of Oxford Tax & Accounting Solutions, Inc. The Bookkeeper maintains the book for the clients and completes the preparation of income tax returns.

Supervisory Responsibilities

This position has no supervisory duties.

ESSENTIAL JOB FUNCTIONS

• Position is responsible for answering and directing phone calls.

• Performs administrative activities and duties such as: filing and scheduling; preparation of correspondence for mail merge of contracts and correspondence and postage; coordination of scheduling meetings, conferences, and appointments; photocopying and scanning documents; maintains supply closet, orders office supplies.

• Maintains document management system for tax filing and the repository for accounting records.

• Enter mathematical data into QuickBooks online and into ATX tax preparation software.

• Opens requisitions, work orders, orders equipment, tracks orders and shipments.

• Performs QuickBooks bank reconciliation.

• Performs other related duties as assigned.

• Entry and classification of all financial transactions.

• Bank and credit card account reconciliations.

• Input payroll transaction into the G/L.

• Journal Entries, and adjusting Journal Entries

• Preparation of financial reports, including Profit & Loss and Balance Sheet

• Manage your accounts payable and accounts receivable invoicing.

• Perform month end close.

• Assist with the paying of State sales tax.

• Assist with Accounts Receivable.

• Assist with Accounts Payable

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QUALIFICATIONS

Education and Experience:

Requires a high school diploma. An associate degree is not required, but would be ideal. Experience with QuickBooks is required. The Administrative Assistant must be a critical thinker and is driven to learn accounting concepts and tax preparation concepts.

Licenses or Certifications:

None.

Special Requirements:

None.

Knowledge, Skills, and Abilities:

• Knowledge of departmental policies, plans, and procedures.

• Knowledge of modern office practices, plans, and procedures.

• Knowledge of Microsoft Word, Excel, PowerPoint, and other job-related computer programs and software applications.

• Skill in effective communication, both orally and in writing.

• Skill in problem-solving and making quick decisions using knowledge of organization.

• Skill in prioritizing and organizing work.

• Skill in the use of office equipment such as a computer, multi-line telephone system, scanner, fax machine, and copier.

• Ability to use computers for data entry, word processing, and/or accounting purposes.

• Ability to follow-through on complex tasks.

• Ability to establish and maintain effective working relationships with managers, service providers, other employees, and the general public.

WORKING CONDITIONS

The work environment is a comfort-controlled office environment. The noise level is usually moderate to high.

This a part-time-position /1099 position.

Company Description

Website: www.oxfordtax.net

Company Description

Website: www.oxfordtax.net

OXFORD TAX & ACCOUNTING SOLUTIONS I

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