Petri Financial Inc. ยท 3 weeks ago
Tax office assistant/bookkeeper
La Porte, IN
Full-time
Onsite
New Grad, Entry Level
$16/hr - $17/hrPetri Financial Inc. is seeking a diligent and detail-oriented Tax Office Assistant/Bookkeeper to join their team. This role is integral to maintaining accurate financial records and assisting with tax-related duties, providing essential support in a fast-paced environment.
AccountingConsultingFinancial ServicesProfessional Services
Responsibilities
Greet clients, schedule appointments, scan documents
Assist in preparing and maintaining bookkeeping records, including accounts payable, accounts receivable, and general ledger entries in Xero and Quickbooks
Support the preparation and filing of tax documents and ensure compliance with relevant tax regulations and deadlines
Reconcile bank statements and record daily financial transactions to ensure financial data accuracy
Support payroll processing
Collaborate with the team to manage month-end and year-end closing processes
Provide administrative support to the tax office, including data entry, document filing, and handling client inquiries
Maintain and update client records and files with the utmost confidentiality and accuracy
Support email and secure portal inquiries
Qualification
Required
High school diploma or equivalent required
Proven experience as a bookkeeper or in a similar role, ideally within a tax office or financial environment
Strong proficiency in MS Office, especially Excel, and familiarity with accounting software (e.g., QuickBooks, Xero)
Excellent attention to detail and a strong ability to maintain accuracy in financial data and reporting
Strong communication skills, both written and verbal, with the ability to interact effectively with colleagues and clients
Ability to prioritize tasks, manage time effectively, and work independently as well as part of a team
Preferred
associate's degree in accounting, finance, or related field
familiarity with tax-related procedures and regulations
Benefits
Opportunity to grow within a reputable financial services firm.
Collaborative and supportive team environment.
Competitive salary and benefits package.
Ongoing professional development and training opportunities.
Company
Petri Financial Inc.
Petri Financial, started preparing taxes in 1998 on a part time basis in Michigan City, Indiana.
Founded in 1998
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase