About the position
We are seeking a dedicated and detail-oriented Office Manager/Bookkeeper/Financial Planning Assistant to join our team in Syosset, NY. The ideal candidate will have experience working in a small Tax & Accounting firm and possess strong organizational and multitasking abilities. This part-time position offers a flexible schedule and requires the candidate to assist with various financial planning tasks, including bookkeeping and payroll management using QuickBooks. The role is essential for maintaining efficient office operations and ensuring compliance with tax accounting regulations. In this position, you will manage office operations, which include clerical tasks, administrative duties, and overall office management. Effective communication with team members and external stakeholders is crucial, as you will be coordinating events, schedules, and vendor management. You will also handle human resources tasks and supervise team members, ensuring they are trained on office procedures and best practices. Your responsibilities will extend to maintaining accurate records and files, managing a multi-line phone system, and providing excellent phone etiquette. Additionally, you will support front desk operations and calendar management to ensure the smooth functioning of the office. This role is perfect for someone who thrives in a dynamic environment and is looking to contribute to a growing team.
Responsibilities
- Manage office operations including clerical tasks, administrative duties, and office management.
- Communicate effectively with team members and external stakeholders.
- Utilize organizational skills to maintain efficient office processes.
- Assist with financial planning tasks such as bookkeeping and payroll using QuickBooks.
- Coordinate and oversee events, schedules, and vendor management.
- Handle human resources tasks and ensure compliance with tax accounting regulations.
- Utilize tax experience and accounting knowledge to support financial planning efforts.
- Supervise and train team members on office procedures and best practices.
- Maintain accurate records and files, manage multi-line phone systems, and provide excellent phone etiquette.
- Support front desk operations and calendar management to ensure smooth office functioning.
Requirements
- Bachelor's degree in a relevant field (Required).
- Minimum of 2 years of experience in a small firm (Required).
- Experience with QuickBooks is a plus.
- Strong multitasking abilities and organizational skills.
Nice-to-haves
- Experience in tax accounting is preferred.
Benefits
- 401(k) matching
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
