The Assistant role plays a critical part in ensuring seamless operations across billing, project management, and client service functions. The specialist will be responsible for monthly billing for approximately 30 clients, providing support for tax return or audit billing, and acting as the go-to person for our billing and project management software. 

Key Responsibilities

Billing & Project Management:
- Efficiently manage monthly billing for around 30 clients based on time or set fees.
- Handle tax return or audit billing as assigned by staff.
- Oversee the billing and project management software, including new client entry.
Financial Operations:
- Process bill payments for clients through checks or online platforms.
- Conduct quarterly billing for select clients.
 Client Support:
- Assist clients in downloading their documentation from our portal via phone calls.
- Make online payroll tax deposits or tax payments as necessary.
 Documentation & Filing:
- Scan client documents into our tax software for tax preparation.

Skills & Qualifications:
- Proficiency in QuickBooks, Excel and Word.
- Excellent communication skills, both in-person and over the telephone.
- Strong organizational skills.