How to use Karbon and Generate Reports in Xero

Public Administrator / Sales Coordinator

Position Summary:

The Public Administrator / Sales Coordinator plays a dual role in supporting administrative operations while coordinating sales activities for the organization. This position is responsible for maintaining effective communication with clients and stakeholders, organizing public-facing initiatives, and ensuring smooth sales processes from lead generation to client onboarding.

Key Responsibilities:

Act as the first point of contact for public inquiries and provide excellent customer service to clients and community stakeholders.
Coordinate and schedule meetings and calls for proposals
Coordinate and maintain administrative systems, processes, and databases to ensure efficient workflow.
Support the sales team by preparing proposals, presentations, and sales reports.
Schedule and organize client meetings, public events, and community outreach activities.
Assist in drafting public communications, press releases, and newsletters as needed.
Maintain accurate records of client interactions and sales performance metrics.
Handle confidential information with discretion and integrity.
Perform other administrative and coordination duties as assigned.
Office Maintenance – Cleaning the refrigerator & Microwave every 3 weeks.
Supporting Principal Accountant with various duties (appt etc.)
Wiping all the glass tables and reminding other team members to clear their desk (dust etc.).
Assist Accountant and/or Bookkeepers with various task

Qualifications:

1–3 years of experience in an administrative, public relations, or sales coordination role.
Strong organizational skills with excellent attention to detail.
Exceptional written and verbal communication skills.
Proficiency in MS Office Suite and CRM software.
Ability to manage multiple priorities and work independently
A positive attitude and strong commitment to teamwork and customer satisfaction.

Working Conditions:

Part-time position: There can be options after you learn the organization to attend various public events.

Application Form

Income Tax Preparer

The Company is looking for Bookkeeper/Accountant who has experience working within an Accounting Company and dealing with several clients. Diverse Community Partners Inc. is a growing Charlotte-based firm looking for service oriented, personable, self-motivated team players to service our privately held, small to mid-size business clients.

During Covid, we were fortunate to remain open serving our clients. This means, our team members have been able to maintain financial and mental stability! What are we offering a reliable quality work opportunity in a healthy environment? We are seeking someone who wants to be more than an employee but be part of The TEAM.

The key, can you meet the job requirements. As we commit to our TEAM members, we ask that you start by reading the job requirements. We are offering training of our environment. We are not providing training regarding the fundamentals of Bookkeeping! Are you looking for a JOB or an Opportunity for Growth both professionally and financially? My Motto: Earned Not Given…. We are a small, locally owned and operated Accounting Company seeking to hire an experienced /Bookkeeper/staff accountant/tax preparer for a full-time position.

Tax Accountant Responsibilities:

Research and prepare work papers for various book to tax differences.
Perform year-end accrual review [Balance Sheet & Income Statement] and prepare the tax provision.
Prepare various federal and state income tax returns.
Prepare various personal property tax returns.
Prepare/Review other various tax filings: Annual reports, Intangible Tax, Sales and Use Tax.
Assist with research of difficult tax issues to identify solutions.
Manage and maintain the company’s Client tax database.
Keep track of industry trends and changes related to taxes.

Tax Accountant Requirements:

A minimum of 3 years’ experience as a Tax Accountant or similar role.
Good understanding of MS Office and accounting software.
In-depth knowledge of accounting and bookkeeping processes.
Strong attention to detail with excellent analytical skills.
Outstanding written and verbal communication skills.

Volunteer

Volunteer – Job Experience Seeker responsibilities include:

Are you ready to take control of your growth opportunity by obtaining the skills and experience necessary?

What will you do?

Assist with minor filing and sorting documents.
Work closely with team to assess needs for volunteering staffing.
The ability to learn basic transaction posting to assist Bookkeeper.
Follow up with clients for pending deliverables.
Strong written and verbal communication skills
Excellent time management skills and ability to prioritize work
Reliability and discretion

Office Administrator

Office Administrator responsibilities include:

Providing accounting and clerical assistance to the accounting department Input data into spreadsheets (Excel)
Strong written and verbal communication skills to produce reports, assign tasks, accept instructions and handle vendor contracts, among other tasks
Hands on experience with office machines (e.g. copiers, fax machines, printers)
2-3 years of experience as an office clerk, administrative assistant, secretary or similar role
Excellent time management skills and ability to prioritize work
Organization and the ability to multitask to complete a wide variety of tasks
Flexibility to help them adjust to new tasks if company or office needs change
Strong interpersonal skills to interact positively with all employees
Leadership ability to manage challenges and oversee employees
Attention to detail to ensure tasks are completed thoroughly and correctly
Working knowledge of mail processes, including how to use postage machines
Familiarity with Microsoft Office Suite
Bookkeeping skills
Reliability and discretion

Accounting Admin Clerk

Accounting Administrative Clerk responsibilities include:

Providing accounting and clerical assistance to the accounting department
Input data into spreadsheets (Excel) and the ability to print the spreadsheet.
Accurately, tracking and recording the receipts of various documents and records
File paper documents in File Cabinets
Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
Handling sensitive information in a confidential manner.
Utilize the tools used and identify potential tools to help with the process.
Greeting and assisting visitors to the office.
maintain electronic and hard copy filing system (Dropbox)
Supporting Principal Accountant, including minor support by ensuring glass ware are cleaned, ensuing the office is tidy etc.
Office Maintenance – Cleaning the refrigerator & Microwave every 3 weeks.
Wiping all the glass tables and reminding other team members to clear their desk (dust etc.).
Change water dispenser (Gallon)
Knowledge how to use a Mac Computer

Things to Consider

You will not be trained how to use a MAC computer
You will not be trained how to use Excel
COVID-19 considerations:

We have sanitary processes, which we will discuss during the interview process.

Additional Tasks – If you are able to assist with other administrative duties, you will be considered for additional pay opportunity:

Perform minor bookkeeping duties, which consist of posting checks
Perform minor income tax data entry, which consist of entering W2’s

Bookkeeper / Accountant

Collaborate with client to obtain supporting documents
Maintain accurate ledgers by coding transactions to appropriate accounts
Monthly Bank and Credit Card Reconciliations
Knowledge what’s on a Balance Sheet and Income Statement
Preparing monthly financial statements
([Software prints these based upon your transaction postings])
Processing Accounts Receivable and Accounts Payable tasks, if applicable [Not Often]
Managing a portfolio of clients with various levels of complexity
Ability to stay on course to meet deadlines and client needs, including reporting
Experience with closing entries both quarterly and yearly
Enter Financial Statement data into Tax software (DRAKE)

Qualifications

Minimum of 2-5 years recent and relevant full charge bookkeeping experience in the U.S.
Experience working in family office a plus
Extremely organized and able to multi-task with various clients
Good communication and collaboration skills
Diverse industry experience with small & medium size businesses
Motivated self-starter with strong problem solving and analytical skills
Proficient user of Microsoft Office Applications, Xero OR QuickBooks and Excel.
Proven ability to remain confidential
Experience working in an Accounting Company is preferred but not mandatory
Interest in learning and exploring new technologies

Things to Consider

You will not be trained how to use a MAC computer
You will not be trained how to use Excel
COVID-19 considerations:

We have sanitary processes, which we will discuss during the interview process.

How to use Karbon and Generate Reports in Xero

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Public Administrator / Sales Coordinator

Position Summary:

Key Responsibilities:

Qualifications:

Working Conditions:

Application Form

Income Tax Preparer

Tax Accountant Responsibilities:

Tax Accountant Requirements:

Volunteer

Volunteer – Job Experience Seeker responsibilities include:

Office Administrator

Office Administrator responsibilities include:

Accounting Admin Clerk

Accounting Administrative Clerk responsibilities include:

Things to Consider

Bookkeeper / Accountant

Qualifications

Things to Consider