Job Description

Job Description

Job Description

Job Position – Administrative Assistant – Weisz Accounting Services

Job Description:

The position of Administrative Assistant requires the candidate to meet the follow criteria:

1) General Skill - In the small office environment, we are looking for a highly self-motivated person, that has strong communication skills, works well with others as a team player, but also can work well independently. They must be a fast learner and be able adapt well to roles that can change as tax season continues.

2) Specific Tasks – the candidate will have the following responsibilities:

a.. Assist in with incoming paperwork for drop off clients and those with appointments - sending organizers as well as document requests through our two cloud-based platform solutions in order to in take client information needed to complete their tax returns.

b. Assist in Processing Completed Tax Returns – The candidate will be required to print out all tax returns to be mailed out or to be picked up, or email them to clients who prefer electronic submission. He or she is also responsible for sending forms to be electronically signed through Right Signature (out online e-sign software system). In addition, the candidate will also handle billing the client and ensuring payment is received. Lastly, he or she may also need to assist in the actual e-filing of the returns through out tax software system, ProSeries Professional.

d.. General Office Management: This includes working closely with our Administrative Assistant/Office Manager in a collective effort in keeping up emailed correspondence, clientele that will be coming to the office in person, coordinating schedules, messaging and information with other members of our team to ensure everyone is working together efficiently and effectively.

3) Specific Skills - The candidate will need to have the following skill set to excel in this role

a. Strong Communication Skills

b. Ability to deal with the Public

c. Basic knowledge of the suite of Microsoft Office Products – Excel, Word, Outlook, etc…

d. Revver – Our Paperless Office Solution – this is easy to use and the candidate will be trained on this during the on-boarding phase

e. ProSeries Professional Tax Software – We will train the candidate to be able to use this during the on-boarding phase.

f. Strong Organization Skills – Tax season is a fast-paced environment and we are a boutique accounting firm. Being organized keeps us running efficiently and effectively.

This is a season position in which the candidate will be available to work part time to full time (3 to 5 days per week), including 1 day on the weekend, during our busy season (January 24th – April 15th). Temporary hours and training to start sooner based on necessity.

Weisz Accounting Services is a family-owned and operated business established in 1952. Jason Weisz and his team have been able to provide comprehensive tax preparation to individuals and their families throughout the greater Philadelphia and South Jersey Region. Currently, the company services taxpayers from over 20 different states. Over the years, the practice’s services have expanded to include comprehensive tax planning, financial and estate planning, bookkeeping services, and small business consulting.

Company Description

Weisz Accounting Services is a family-owned and operated business established in 1952. Jason Weisz and his team have been able to provide comprehensive tax preparation to individuals and their families throughout the greater Philadelphia and South Jersey Region. Currently, the company services taxpayers from over 20 different states. Over the years, the practice’s services have expanded to include comprehensive tax planning, financial and estate planning, bookkeeping services, and small business consulting.

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