Job Description
We are seeking a dynamic and detail-oriented CPA Assistant to join our energetic team! In this vital role, you will support the accounting and client services departments by managing data entry, organize documents, prepare simple tax return, and assisting with customer support initiatives. Speak both English and Mandarin. Your multilingual skills and excellent communication will help foster strong relationships with clients and internal teams alike. If you thrive in a fast-paced environment, possess strong computer skills, and are eager to contribute to a collaborative workplace, this opportunity is perfect for you! This paid position offers a chance to develop your professional skills while making a meaningful impact on our operations.
Duties
Handle tax data entry tasks accurately, maintaining up-to-date financial records and client information using Microsoft Office tools.
Provide exceptional customer support via phone, email, or chat, ensuring client inquiries are addressed promptly and professionally.
Maintain excellent phone etiquette when communicating with clients and internal teams to foster positive relationships.
Collaborate with team members to analyze data for reporting purposes and identify opportunities for process improvements.
Requirements
Multilingual ability with fluency in English and Mandarin Chinese
Strong communication skills—both verbal and written—are essential for effective client interactions.
Proficiency in Microsoft Office applications such as Word, Excel, and Outlook; familiarity with data entry is required.
Excellent computer skills with the ability to navigate various software platforms efficiently.
Experience with outbound calling, customer support, or client services roles is desirable.
Strong analysis skills to interpret data and generate reports that support business decisions.
Join us as an CPA Assistant and become an integral part of a vibrant team committed to excellence! We value proactive individuals who are eager to learn, communicate effectively, and deliver outstanding service every day. This paid position offers an exciting pathway for career growth within our organization!
Pay: $18.00 - $32.00 per hour
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Account Assistant position is now open for candidates interested in the Helper Jobs sector. This role in Fishkill offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
