Address
Form of workJob Description
Accounting Practice in Hazlet is seeking an Administrative Assistant.
Daily responsibilities during tax season:
Check portal for documents from Clients
Receive incoming documents both electronically and physically
Track what has been received from whom and how
Match received documents in order to computer generated organizer
Contact Client for missing documents
Set up new client access in portal and/or drop box.
Answer phones check voicemails
Copy original documents
Create and Organize pdf
Save, share and send completed tax returns and work papers as necessary
Create Invoices in Time and Billing system
Track time for client billing purposes in the same system
Process payment receipts in the time and billing system.
Kim Krauszer
Synerfac Technical Staffing
Phone: 732-271-9333
kkrauszer@synerfac.com
Daily responsibilities during tax season:
Check portal for documents from Clients
Receive incoming documents both electronically and physically
Track what has been received from whom and how
Match received documents in order to computer generated organizer
Contact Client for missing documents
Set up new client access in portal and/or drop box.
Answer phones check voicemails
Copy original documents
Create and Organize pdf
Save, share and send completed tax returns and work papers as necessary
Create Invoices in Time and Billing system
Track time for client billing purposes in the same system
Process payment receipts in the time and billing system.
Kim Krauszer
Synerfac Technical Staffing
Phone: 732-271-9333
kkrauszer@synerfac.com
