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

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