Join Our Team
Administrative Assistant/Bookkeeper
Opportunity:
Lumen CPA, Inc. is searching for an experienced administrative assistant/bookkeeper committed to providing personalized service to the firm and our growing family of clients. Join an intimate team where you can grow professionally, make a big impact, be valued as an individual, and enjoy flexibility without the tax-season grind of a traditional firm.
Responsibilities:
- Scan and organize documents and maintain electronic filing system
- Maintain practice management system, client onboarding, project status tracking, client portal, and CRM
- Client correspondence (e.g. phone calls, emails, letters, scheduling appointments, document requests and follow up)
- Process tax returns – printing, assembly, electronic delivery, and status tracking
- Document and update firm processes and procedures (internal and client facing)
- Assist owner with proposals, calendaring, meeting preparation, and firm administration
- Accounts payable and accounts receivable
- Reconcile bank accounts
- Organize and maintain electronic records (e.g. bank statements, vendor invoices, receipts, etc.)
Qualifications & Experience:
- High degree of attention to detail, accuracy, and organization
- Critical thinker / problem solver
- Committed to integrity and confidentiality
- Tech savvy – embracing new applications and improving processes
- Comfortable managing and prioritizing multiple projects
- Excellent written and verbal communications skills
- Team player and able to work independently
- Proficient in QuickBooks Online, Microsoft Office (Excel, Word, Outlook, Powerpoint), using computers, peripherals, and a wide-range of applications
- Not required but significant plus: experience working in a public accounting firm and with UltraTax software
- Experience level: 4+ years
Compensation & Other Details:
Job Type: Part-time, hourly
Expected hours: 24 – 29 per week; Monday - Friday
Work Location: In person and remote
Compensation: commensurate with experience
Benefits:
- Paid time off
- Retirement plan with 3% match
CONTACT:
Submit resume and cover letter to:
Marty Kopmeyer – marty@lumencpa.com