Assistant to CPA

$62,400 - $62,400/Yr

180 Wealth Advisors - Federal Way, WA

Part-time,Full-time - Entry Level

Federal Way, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Assistant to CPA position at 180 Wealth Advisors is designed for a highly organized and detail-oriented individual who will support a Certified Public Accountant (CPA) with various accounting, administrative, and client-facing tasks. This role is ideal for someone eager to learn about accounting practices and capable of managing multiple responsibilities in a fast-paced environment. The assistant will play a crucial role in ensuring smooth operations for clients and the business, particularly during peak tax seasons.

Responsibilities

• Assist in communication with clients, gathering necessary documents for tax preparation, audits, and other financial services.
• Help prepare tax returns and supporting documentation, ensuring all necessary forms and schedules are completed accurately.
• Maintain accurate and up-to-date records of financial transactions, accounts, and client information.
• Organize and maintain client files, tax documents, financial statements, and reports in both physical and digital formats.
• Assist with client billing, invoicing, and tracking of payments, ensuring timely follow-up on outstanding accounts.
• Manage appointments, coordinate meeting schedules, and assist in the preparation of reports and presentations.
• Draft and send client correspondence, including reminders, updates, and reports, and assist in managing the CPA's calendar.

Requirements

• High School Diploma required.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred.
• Prior experience in accounting or administrative support roles is a plus, but not required.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with tax preparation software is desirable.
• Excellent written and verbal communication skills.
• Strong attention to detail, with an ability to spot errors in financial data and documents.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively.

Nice-to-haves

• Experience with QuickBooks is a plus.
• Ability to handle routine issues and tasks independently, and escalate more complex issues when necessary.

Benefits

• Competitive hourly wage of $30.00 per hour.
• Opportunity to learn and grow in the accounting field during peak tax seasons.