OC Accounting Assistant/Office Manager

Harvey & Parmelee LLP is a full service public accounting firm. We serve a broad range of clients including high net-worth individuals and privately owned businesses. We are currently seeking a detail oriented, highly organized, Accounting Assistant / Office Manager to join our firm.

This position is primarily responsible for assisting the partners to help the partner be more productive in day-to-day operations. This position will also perform bookkeeping, data entry, entry level tax preparation under supervision, and provide support for any administrative duties of the firm as needed. The position can be either full time or part time. Duties to currently be performed primarily in Brea. Full time employee benefits include health insurance, dental insurance, vacation, and 401k.

Responsibilities include, but are not limited to:

- Assist partner and professional staff with client calls and communication

- Bookkeeping duties in QuickBooks and Gems including account reconciliations, bank reconciliations, and account analysis. Also includes review of financial statements for typos and preparation of PPC checklists.

Maintain accounting records, pay bills, manage utilities, make calls, etc. for trusts under the responsibility of the partner

Prepare basic income, payroll and sales tax returns under supervision

Prepare miscellaneous forms for clients including business license renewals, property tax, secretary of state forms, and workers compensation reports

Provide administrative support in the absence of other members of the administrative team

Other duties or special projects as requested related to area of responsibility

Regularly scheduled overtime will be required during tax season and occasionally during off-season

Qualifications:

High school diploma required, accounting degree preferred

2-3 years of bookkeeping experience, including the ability to tie out Balance Sheet accounts including cash, fixed assets, prepaid assets, AR & AP, payroll & sales tax payable, and accrued liabilities

Basic income tax knowledge preferred with an interest to grow your tax knowledge

Knowledge of Microsoft Word, Microsoft Excel, Adobe Acrobat, and QuickBooks required. Strong proficiency in the use of computers required, including typing, ten-key, and the ability to work efficiently with electronic documents.

Must have a strong work ethic as well as good analytical, troubleshooting, organizational, and communication skills, including the ability to multi-task & independent project management

Ability to provide excellent customer service & maintain confidential information

Must have access to personal vehicle for ability to assist with firm and client errands

The employee must frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 25lbs

Looking for an individual seeking a small-to-mid-size family-focused firm long-term

COVID-19 Vaccination - applicant must be and remain current with all eligible vaccines due to regular interaction with immune compromised individuals.

Please submit your cover letter, resume, salary history, and references for consideration.