The Winston CPA Group Hiring for Executive Assistant/Accounting Assistant Job at Remote Full Time

About us

The Winston CPA Group is a small business in Remote. We are autonomous and social.

Our work environment includes:

• Flexible working hours
• Wellness programs
• Relaxed atmosphere
• Growth opportunities
• Company perks
• Work-from-home days
• Safe work environment

Our firm is looking for the right individual to serve as the Executive Assistant to the CEO.
This person needs to have a genuine interest in managing multiple tasks and deliverables for the owner a growing CPA firm. While there’s work for you to do, we expect you to bring your dope ideas to the table and share insights that will make the firm better.
The Executive Assistant is often the first point of contact that clients have with us, therefore it’s important that you’re organized, attentive to detail, and operate with a sense of urgencyYour Deliverables & Expectations

• Represent the firm’s brand and spirit in interactions with clients, employees, contractors, partners, and the communities we serve
• Communicate with customers utilizing strong written & verbal skills as well as deep customer empathy
• Document client interactions in a way that someone who wasn’t part of the interaction can understand
• Managing multiple calendars
• Initiating and responding to emails from clients and partners
• Organizing the CEO’s files, documents, photos, and digital content
• Scheduling meetings and video calls and ensuring audio/visual needs are met and ready
• Create documents, spreadsheets, presentations, and social media content
• Onboard and offboard employees, contractors, and vendors
• Perform bookkeeping tasks: client invoicing, expense tracking, reconcile accounts, and other firm duties
• Create SOPs, onboarding processes, and training materials
• Double check internal and external correspondence for spelling and grammar
• Research (accounting & tax regulations, competitors, new software & apps)
• Organize, maintain, and accurately enter customer data in our systems (CRM, accounting, or tax prep software, etc.)
• Accurate and complete customer data entered in tax returns for credentialed tax expert review
• Coordinate client meetings and follow-ups as needed

Experience & Requirements

• Familiarity with accounting and tax principles
• 3-5 years experience in bookkeeping and/or executive assistant duties
• Proficient using Microsoft Office Suite, Quickbooks Online, and tax prep software
• Proficient or willing to learn Evernote, Asana, Dubsado, Zapier, and OneDrive
• An undisturbed office environment with reliable internet connection
• Able to produce quality work despite busy times or minimal supervision
• Comfortable communicating via email, phone, video
• Keen attention to detail and sense of urgency
• Of moral character and integrity

Why work for us?

• Can be 100% remote
• Flexible working hours
• Team-oriented environment
• Black-owned, woman-owned firm
• Employee perks and discounts

The job description is not all-inclusive and certain activities, duties or responsibilities may be required as needed. This role will start as part-time at 20 hours per week with the potential for full-time as our tax clientele grows. This is a U.S.-based role as a W-2 employee. This job can be fully remote.
Compensation Package: Pay is commensurate with experience and fit Employees get perks, discounts, and benefits

Job Type: Part-time

Pay: $25.00 – $30.00 per hour

Benefits:

• Employee discount
• Flexible schedule
• Paid time off
• Parental leave
• Professional development assistance

Supplemental Pay:

• Bonus pay

Education:

• Bachelor’s (Preferred)

Experience:

• Microsoft Powerpoint: 5 years (Preferred)
• Asana: 3 years (Preferred)
• Executive Assistant: 5 years (Preferred)

Work Location: Remote