Job Description
Luongo & Associates, a dynamic and established accounting firm, is looking for a highly organized and personable professional to join our team. We pride ourselves on exceptional client service, accuracy, integrity, and a collaborative work environment. The ideal candidate will have experience in bookkeeping, an understanding of the day to day operations of our small business clients, and the ability to make them feel valued and supported. This position has potential for long term growth and advancement within the company.
Key Responsibilities
Bookkeeping & Financial Support:
- Assist with data entry, bank reconciliations, and maintaining accurate financial ledgers
- Utilize accounting software to track income and expenses
- Assist the accounting team in preparing preliminary financial reports and organizing tax documents for review
Client Relations:
- Serve as primary point of communication for clients
- Manage client onboarding
- Manage high volume email correspondence ensuring timely responses and organized filing
- Maintain digital filing systems and handle sensitive client data with strict confidentiality
- Provide backup support for administrative tasks when needed
Qualifications and Skills
Required:
- Ability to prioritize tasks and maintain a consistent quality of work in a deadline-driven environment
- Experience with QuickBooks
- Proficiency in Microsoft Outlook
- Exceptional verbal and written communication skills with a focus on professional etiquette
- Ability to understand a client’s needs and build/maintain strong professional relationships
- Bachelor’s degree or equivalent work experience
Preferred
- Proficiency with Microsoft Excel
- Familiarity with Citrix ShareFile or similar secure, online file-sharing platforms
- Previous administrative experience within an accounting firm, financial services, or legal office
About Luongo & Associates PC
Luongo & Associates PC
luongocpa.com
Want AI-powered job matching?
Upload your resume and get every job scored, your resume tailored, and hiring manager emails found - automatically.
Get Started Free