Intern – Office Assistant We are looking for a college student who would work part-time, as an Intern to help with the organization and performance of administrative tasks, as well as make monthly computer accounting entries for clients using QuickBooks. The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently under pressure. This person will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.
Job Overview and Scope Assist in preparing taxes for clients
Organize office and assist field staff in way that optimize procedures
Take messages including appointment cancellations and reschedules
Monitor level of supplies and handle shortages
Make computer entries of financial information
Maintain trusting relationships with clients
Maintain and update databases such as mailing lists, contact lists, etc.
Retrieve, sort and distribute incoming mail
Prepare outgoing mail
Perform receptionist duties
Perform Check Accounting
W-2/ 1099 Processing
Optional Tasks Filing of any kind – or purging files of old tax returns
Billing – Create a bill for everyone, input acres from E-book, gather information from support staff for other services and input
Binder Creation – print and stuff
Depreciation / Asset Data Entry – Fair Market Value Update
Totaling Long Books, A or B but not both
Creating and entering data into the T-Book
Rolling from the T-Book to the E-book If you aren't using T-Books / E-Books, they could create new ones
Printing – complete E-books, depreciation schedules, complete analysis, etc.
Rolling current year E-books to next year
Mail related, postage, creating labels for each client, make up tax payment envelopes or estimated tax envelopes for known clients
Tax Documents – opening and organizing, inputting basic documents like interest, dividends, W2s, Schedule F, 4562, etc…, scanning documents to the server
Call clients 2 days prior to their appointment to confirm
Update all client information – if you don't have an email on file, call and get one, put together a list of emails for mass mailings
Special Projects (PPP Loan and ERC Calculations)
Duties Working knowledge of office equipment
Thorough understanding of office management procedures
Excellent organization and time management skills
Proficiency in MS Office
Computer aptitude
Experience Background in agriculture
Education Working towards their bachelor degree in Agribusiness or accounting