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Office Assistant/Bookkeeper

C Allen Hooks Cpa Pllc

This is a Contract position in Lexington, KY posted November 22, 2021.

Greets clients and guests upon their arrival in the office in a friendly and courteous manner.

Answers phone calls in a friendly and courteous manner.

Uses professional judgment in screening calls to determine if able to respond the callers needs or to refer caller to other staff.

Maintains phone system regarding in
– and out-of-office times and other functions.

Schedules meetings with clients.

Performs basic bookkeeping duties if required using Quickbooks.

Assembles tax returns in prescribed format.

Organizes client tax return data upon receipt in prescribed format.

Prepares yearly property tax filings for clients.

Maintains mail room operations, including metering mail, post office runs and other.

Scans documents and files in appropriate client, year and functional folders.

Assists other staff with scanning and copying duties as needed.

Types various documents, including job engagement letters.

Processes credit card payments when applicable.

Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.

Assists owner with various vendor relationships.

Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.

Provides information by answering questions and requests.

Contributes to team effort by accomplishing related results as needed.

Light housekeeping duties.

Other duties as requested.

Job Type: Full-time Pay: $18.00
– $20.00 per hour Benefits: Flexible schedule Paid time off Schedule: 8 hour shift Monday to Friday Supplemental Pay: Bonus pay Education: High school or equivalent (Preferred) Experience: Customer service: 2 years (Preferred) Work Location: One location by Jobble