Neumeister & Associates LLP

Position Responsibilities:

• Coordinate and maintain records for firm and firm’s clients.
• Assist in the preparation of individual and business tax returns and supporting workpapers.
• Avoids legal challenges by complying with legal requirements and adhering to professional standards.
• Protects organization's value by keeping information confidential.
• Create and modify templates for letters, faxes, and firm literature.
• Perform online research for firm and clients.
• Liaise with clients and vendors.
• Provide support to other staff and affiliates.

Candidate Requirements:

• Actively pursuing a college degree.
• A proactive approach to tasks with the ability to anticipate project needs and plan ahead for the needs of the client.
• Organizational skills; assisting in developing and maintaining client relationships.
• Problem solving; working instinctively while under pressure to complete ad hoc tasks on demand without detriment to fixed work load.
• Attention to detail and accuracy.
• Familiarity with Microsoft Word and Excel.

Extra Qualities:

• Experience with QuickBooks Online.
• An interest in accounting and/or to attain CPA licensure including obtaining necessary college units and other requirements.