Client Services//Payroll Clerk

Job DescriptionThe Client Services & Accounting Assistant serves as the first point of contact for clients while providing essential accounting and payroll support to the firm. This role combines front desk responsibilities with hands-on accounting assistance, requiring strong customer service skills, attention to detail, and working knowledge of QuickBooks. The ideal candidate is organized, professional, and comfortable supporting multiple clients in a fast-paced CPA firm environment.Client Services & Front DeskGreet clients and visitors in a professional and friendly mannerAnswer and direct incoming phone calls and emailsSchedule client appointments and manage calendarsMaintain client records and ensure accurate documentationHandle incoming and outgoing mail, scanning, and filingAccounting & Payroll SupportAssist with data entry and transaction posting in QuickBooksProcess payroll for many employeesHelp prepare invoices, billing statements, and client reportsReconcile bank and credit card statements as neededOrganize and maintain financial documents for accountants and CPAsAdministrative SupportAssist with general office administration and organizationSupport accountants with special projects and deadlinesMaintain confidentiality of client financial and personal informationRequirementsPrevious experience in an accounting, bookkeeping, or CPA firm environment preferredWorking knowledge of QuickBooks (required)Basic understanding of accounting principles and payroll processesStrong customer service and communication skillsProficiency in Microsoft Office (Excel, Word, Outlook)Excellent organizational skills and attention to detailAbility to manage multiple tasks and prioritize effectivelyPreferred QualificationsExperience with payroll systems and multi-client environmentsAssociate's degree in Accounting, Business, or related fieldPrior client-facing or front desk experienceBenefitsWhat We OfferProfessional and supportive work environmentOpportunity to gain experience in a CPA firmTraining and growth opportunitiesCompetitive pay based on experience

Created: 2026-04-02