Payroll & Administrative Clerk – Financial Planning & Tax Office

Job Type: Full-Time
Industry: Financial Planning, Tax & Accounting Services

About the Position

We are looking for a detail-oriented, organized, and dependable Payroll & Administrative Clerk to join our busy financial planning and tax office. This position is ideal for someone who is comfortable working with numbers, handling payroll-related responsibilities, entering data accurately, communicating with clients, and learning and using multiple software systems.

Because we work with a large number of clients and manage many of their payroll, billing, and administrative needs, the ideal candidate must be able to multitask, prioritize deadlines, pay close attention to detail, and provide excellent customer service.

Responsibilities

Process and assist with payroll for multiple clients
Prepare and file Federal Form 941 (Employer's Quarterly Federal Tax Return)
Assist with payroll tax reporting and related payroll responsibilities
Perform accurate and efficient data entry
Enter, review, and maintain client information and records
Handle billing and invoicing for clients
Communicate with clients by phone, email, and in person in a professional and helpful manner
Assist clients with payroll and administrative questions
Maintain organized electronic and paper records
Review information for accuracy and identify discrepancies or missing information
Work with multiple software platforms and systems, including:
- TaxDome
- AccountantsWorld
- Homebase
- Other accounting, payroll, tax, and office software
Learn new software and technology as needed
Manage multiple clients and deadlines simultaneously
Provide general administrative support to the office and team
Handle confidential client and financial information with professionalism and discretion

Qualifications & Skills

Previous experience with payroll, accounting, bookkeeping, tax, or office administration
Experience with Form 941 and payroll tax filings
Strong computer and data-entry skills
Excellent attention to detail and accuracy
Comfortable working with numbers and financial information
Strong organizational and time-management skills
Ability to handle a high volume of clients and tasks
Excellent customer service and communication skills
Comfortable learning and working with multiple software programs
Ability to work independently while also being a team player
Dependable, professional, and able to meet deadlines
Experience with TaxDome, AccountantsWorld, Homebase, or similar software is a plus

The Ideal Candidate

We are looking for someone who is organized, reliable, quick to learn, and takes pride in doing things correctly. You should be comfortable working in a fast-paced office where priorities can change and multiple clients may need assistance at the same time.

Attention to detail is extremely important. The person in this role will be working with payroll, tax-related information, billing, and client records, so accuracy and follow-through are essential.

Excellent customer service skills are also a must. We work closely with many clients and want someone who is professional, friendly, patient, and comfortable helping clients with their questions and needs.

Why Join Us?

Work with a variety of clients and businesses
Gain experience in payroll, tax, accounting, and financial services
Opportunity to learn and work with multiple professional software platforms
Fast-paced and varied work environment
Be an important part of a team that provides essential services to our clients

If you are organized, detail-oriented, comfortable with payroll and numbers, and enjoy helping clients, we would love to hear from you!

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