Finance Admin Assistant

JOB SUMMARY:

The Finance Administrative Assistant role is a combination of administrative and bookkeeping skills. This role is a great fit for someone with exposure to accounting and interested in furthering their knowledge. This person will be detail-orientated but be comfortable with ambiguity and researching issues when needed.

JOB DUTIES:

Core duties and responsibilities include the following. Other duties may be assigned.

• Populate tax due date software.
• Enter fixed asset data into Sage (ERP) fixed asset software for tax depreciation and tracking.
• Review all tax mail, scan into relevant tax type folders.
• Assist in updating property tax payment and return calendars.
• Assist in processing completed tax returns of all types for mailing via certified mail, or email when applicable, in advance of due dates.
• Assist in running financial statement reports per tax entity in Sage ERP for various tax filings.
• Send proof of payment of property tax payments to landlord after payments are processed.
• Perform occasional processing of ACH tax payments through online tax portals.
• Complete entry level journal entries recording tax transactions.
• Audit document files for W-9's and investor payments.
  • Request completion of vendor forms and W-9's
  • Update Sage with Tax ID for accurate 1099 reporting
• Be an active resource to answer questions regarding tax timelines and due dates by researching and interpreting data.
• Assist in gathering necessary information for governmental tax audits.
• Keep corporate information confidential and develop safety measures such as random database backups.
• Comply with federal, state, and local tax requirements by studying existing and new legislation and maintaining compliance.

SUPERVISORY RESPONSIBILITIES:

None.

JOB REQUIREMENTS:

• 2+ years' related experience or equivalent.
• Basic understanding of accounting, financial, and business principles and procedures.
• Knowledge and familiarity of accounting software, with willingness to learn new tools.
• Proven ability to establish strong credibility and build relationships, proactively the on projects, and maintain strict confidentiality.
• Effective multi-tasker with demonstrated ability to prioritize.
• Demonstrate strong oral and written communication skills; ability to correspond in a professional, businesslike manner.