Siegel Solutions is a certified business advisor and consulting firm that specializes in QuickBooks consulting and bookkeeping. We provide migration, installation, integration, and implementation of accounting, POS, and ERP SaaS. Our small business growth solutions help facilitate scalability, operational and financial success by providing real-time analysis, monitoring key performance indicators, ensuring accuracy and timeliness of financial data, and creating workflows to enable efficiencies.

We are seeking a detail-oriented and organized individual to join our team as a Bookkeeper and Office Admin Assistant for our small office in Needham, MA. This position is in person Monday-Friday, 25 hours per week to start and may increase overtime. This person is crucial in ensuring the smooth operation of administrative tasks while providing essential support in bookkeeping functions. The ideal candidate will possess strong numerical skills, impeccable attention to detail, and proficiency in relevant software applications. The person for this role will be responsible for and be:

Bookkeeping:

• Primary person for entering all transactions for small bookkeeping clients.
• Login daily to assigned clients and ensure all bank and credit card downloads are entered.
• Reconcile bank, credit card and investment accounts monthly for assigned clients.
• Assist with year-end audit and tax prep.
• Assist with task management & QA system.

Administrative:

• Answer and direct phone calls with professionalism and courtesy.
• Greet and assist visitors, clients, and employees.
• Manage and oversee daily office operations.
• Maintain office supplies inventory and place orders when necessary.
• Assist with onboarding setup for new employees.
• Support the planning and execution of company outings.
• In Collaboration with the Manager of Accounting Services and Firm Administrator process all client's 1099’s
• In collaboration with Manager of Accounting Services create year-end packages for all Ongoing Clients

Communication and Collaboration:

• Liaise with vendors, clients, and internal stakeholders to facilitate smooth operations.
• Communicate effectively with team members to ensure alignment on tasks and priorities.
• Collaborate with colleagues to streamline processes and improve efficiency.

Requirements

• Ability to use QuickBooks.
• Have basic bookkeeping skills.
• Ability to use and learn technology quickly.
• Excellent organizational and time-management skills.
• Exceptional attention to detail and accuracy.
• Ability to multitask and prioritize tasks effectively.
• High level of integrity and ability to maintain confidentiality.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

Join our team and contribute to the success of our organization by providing efficient bookkeeping support and administrative assistance. If you meet the qualifications and are eager to take on this dynamic role, we encourage you to apply today!