An accounting assistant is a person who handles the day-to-day needs of an accountant or a bookkeeper. They may also be called upon to perform clerical duties, such as filing and photocopying.
When you are looking for an accounting assistant, it is important that you create a job description template so that you can attract candidates who are qualified for the position. The job description template should include all of the necessary information about the position, including
- The duties and responsibilities required of an employee in this position
- What skills and qualifications are required for someone to be successful in this position
- What type of work environment will be provided by the employer (full-time or part-time)
- The salary range for this position
How To Write A Job Description That Attracts Top Talent
Here are 11+ samples of Accounting Assistant Job Description
| Takeaways |
|---|
| Gain valuable insights into the accounting assistant job description. |
| Access 11 excellent samples for crafting an effective accounting assistant job description. |
| Understand the key responsibilities and qualifications required for an accounting assistant role. |
| Streamline your hiring process by using proven job description templates. |
| Attract top talent by creating a compelling and accurate accounting assistant job description. |
#1 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Head of Accounting
Job Overview: The accounting assistant will help the head of accounting with daily tasks. They will be responsible for following up on invoices, reconciling accounts, and entering data into the company’s financial software.
Responsibilities and Duties:
-Assist in the preparation of financial statements/reports.
-Assist in the preparation of tax returns.
-Compile and maintain data for internal controls, audit trails and other accounting applications.
-Perform other related duties as required by management.
Qualifications:
-Experience working in a fast-paced environment
-Ability to work independently and self-motivated
-Knowledge of US GAAP accounting principles
-Ability to manage multiple tasks at once and prioritize workloads
Desirable Characteristics:
-Strong knowledge of Excel, Word and Outlook
-Excellent verbal and written communication skills
Desirable Characteristics:
-Strong ability to work with numbers and data
-Passion for accounting and finance
-Ability to work in a fast-paced environment
-Excellent communication skills
The benefits of working as an accounting assistant include:
* Flexible work schedule
* Excellent health and dental insurance
* 401(k) plan with employer match
* Paid vacation time
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#2 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Director of Finance
Job Overview:
The Accounting Assistant will work with the Director of Finance to coordinate and complete all accounting-related tasks. This includes but is not limited to maintaining the company’s general ledger, preparing financial statements, and working with internal auditors. The Accounting Assistant will also work closely with outside partners (such as accountants) to ensure that all accounting processes are completed in a timely fashion.
Responsibilities and Duties
-Ensure that all accounting reports are prepared and submitted on time
-Perform month-end closing activities and ensure that the financial statements are ready for review by management before they are released to the public
-Review, approve and record invoices, as well as ensure that payments are made in a timely manner
-Provide assistance with tax planning and preparation of tax returns
-Develop new systems and procedures that increase efficiency
Qualifications:
– Must have a Bachelor’s Degree in Accounting, Finance or Business Administration.
– Proficiency in Microsoft Office Suite (Word, Excel, and Outlook) is required.
– Experience with QuickBooks accounting software is preferred but not required.
– Must be able to work independently and efficiently while maintaining the confidentiality of sensitive information.
– A positive attitude, and a willingness to learn new skills and embrace change will be necessary in this position.
Desirable Characteristics:
• Must be able to work weekends and holidays
• Must be a team player
• Must be able to speak English
• Must have a strong work ethic and motivation
Employee Benefits
Our employees are our greatest asset. We believe in rewarding them for their hard work and dedication. Here are some of the benefits we offer:
-Medical, dental, and vision insurance
-Flexible spending accounts for health and dependent care expenses (up to $5k per year)
-Employee assistance program (includes counseling services)
-Paid holidays off (10 days per year)
-Life insurance (up to $300k)
#3 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Manager of Accounting Operations
Job Overview:
The Accounting Assistant will be responsible for managing the day-to-day accounting operations of the company. This includes maintaining the company’s financial records, payroll, and accounts payable. The Accounting Assistant will also work with other members of the finance department to ensure that all financial information is accurate and up-to-date.
Tasks and Responsibilities:
1. Assist in the preparation and management of all accounting records.
2. Assist the accountant in processing payroll, including the generation of paychecks, tax withholding information and related payroll reports.
3. Assist in maintaining general ledgers for all accounts receivable and payable transactions in accordance with Generally Accepted Accounting Principles (GAAP).
4. Maintain records and files for vendors, creditors, and employees.
5. Assist in preparing financial statements by compiling data as directed by a supervisor or accountant.
6. Prepare monthly bank reconciliations, maintain cash balances and reconcile them to general ledger accounts on a regular basis.
7. Prepare journal entries as directed by supervisor or accountant to record various transactions such as purchase orders and invoices, accounts receivable collections, cash receipts, etc.,
when required by the company’s fiscal year-end closing procedures; coordinate with bookkeeping staff if needed for assistance in resolving any questions related to these journal entries prior to submission of the final draft to the accounting department for approval before posting into general ledger system (if applicable).
Qualifications:
-Must have at least 1 year of experience in accounting or finance
-Must be proficient with MS Office Suite and Excel
-Must be proficient with Quickbooks (Excel and Business Manager)
Desirable Characteristics:
– Fluent in English
– Able to work in a team environment
– Ability to work under pressure and meet deadlines
– Strong communication skills
– Excellent organizational skills
– Self-motivated and able to work independently
Employee Benefits
Employees are eligible for the following benefits:
•Health insurance (medical, dental, and vision)
•Flexible spending accounts that allow you to deduct money from your paycheck pre-tax to pay for health or dependent care expenses
•Life and disability insurance
•Paid time off (vacation days, sick days)
Efficient management of financial records is crucial for any organization. If you’re seeking an account clerk, our comprehensive Account Clerk Job Description Template offers 11 excellent samples to help you define the responsibilities and qualifications required for the role.
#4 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Finance Manager
Job Overview:
The Accounting Assistant will assist the Finance Manager with a variety of accounting duties, including data entry, invoice processing, and expense tracking. The Accounting Assistant will also be responsible for performing any other tasks as assigned by the Finance Manager.
Responsibilities and Duties:
•Assist in the preparation of financial statements and tax returns for clients.
•Prepare monthly financial reports for clients.
•Enter client data into a computer database.
•Perform basic bookkeeping functions: record deposits, withdrawals, payments and receipts.
•Record individual accounts receivable using the cash receipts journal system.
Qualifications:
-Bachelor’s degree in Accounting or Finance, or equivalent work experience.
-2+ years of accounting experience, preferably in an office environment.
-Experience with Microsoft Office and other relevant software packages.
Desirable Characteristics:
1. Must be able to work well in a team environment with strong interpersonal skills.
2. Must be detail-oriented and have strong organizational skills.
3. Must have a minimum of five years of experience in accounting or a similar field, preferably within the last three years and at a fast-paced company like ours.
4. Must have an excellent command of English and be able to communicate effectively with all levels of staff within the company as well as outside business partners and suppliers.
Our employees are the foundation of our company. Without them, we wouldn’t be able to serve our customers.
We believe in providing our employees with the best benefits possible, including:
-Medical and dental insurance for you and your family
-Paid time off for vacation, sick days, and holidays
-401(k) retirement plan with matching contributions from your employer
-Employee assistance program that provides access to counseling services for personal issues such as stress management and legal assistance
#5 Accounting Assistant Job Description Sample Template
Reports To: [manager name]
Job Overview:
As an Accounting Assistant, you’ll help make sure our accounting department runs smoothly. You’ll answer questions from the team, process invoices, and payments, and keep track of all the accounting details.
You’ll also be responsible for keeping the team on track with their projects—defining and tracking deadlines and making sure everyone’s on the same page. If you’re organized, great at multitasking, and have excellent communication skills, this job is for you!
Responsibilities and Duties
- Perform research, analysis, and reporting to support internal and external reporting needs.
- Provide administrative support to the accounting team.
- Manage schedules for meetings and appointments.
- Review financial reports for accuracy and completeness.
- Prepare invoices and other documentation as needed.
- Assist with data entry related to accounts payable, accounts receivable, fixed assets, and general ledger entries.
- Assist with preparation of journal entries as necessary based on monthly close process schedule.
Qualifications:
- Bachelor’s degree in accounting or finance
- 2 years of experience in an accounting role
- Strong attention to detail and numeracy skills
Desirable Characteristics:
-Ability to work in a fast-paced environment
-Excellent organizational and communication skills
-Problem-solving skills
-Solid knowledge of accounting principles and practices
Benefits
Employees receive a comprehensive benefits package which includes:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability Insurance
- Long-Term Disability Insurance
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#6 Accounting Assistant Job Description Sample Template
Accounting Assistant
Reports To: Director of Accounting
Job Overview: The Accounting Assistant is responsible for preparing and maintaining the financial records of the company. This includes, but is not limited to, maintaining the general ledger, accounts payable, accounts receivable, and payroll. The Accounting Assistant will also assist in tracking company expenses and invoices.
Responsibilities and Duties:
– Write and edit financial statements, including balance sheets, income statements, and cash flow statements.
– Reconcile all bank accounts.
– Prepare reports for managers on the company’s financial position.
– Prepare checks for payment of bills and payroll.
Qualifications
-Must be able to work with a team in a fast-paced environment
-Experience using QuickBooks Pro and Excel
-Experience in using a CRM system (we recommend Salesforce)
-Experience with social media management (we recommend Hootsuite)
Desirable Characteristics:
* Excellent attention to detail
* Proficient in Microsoft Office (Word, Excel, PowerPoint)
* Ability to work independently and as part of a team
* Strong communication skills
Benefits:
– 3 weeks of paid vacation
– Sick leave, paid sick leave, and personal days off
– Flexible work schedule (depending on project needs)
#7 Accounting Assistant Job Description Sample Template
Accounting Assistant
Reports To: Chief Financial Officer
Job Overview: The Accounting Assistant is responsible for supporting the accounting team by preparing and maintaining financial documents in accordance with company policies and procedures.
This includes working with data that is provided by the accounting team, preparing reports and schedules, and calculating financial figures. The Accounting Assistant will work closely with other members of the accounting team to ensure that all reports are accurate and timely.
Responsibilities and Duties
- Perform research, analysis, and reporting to support internal and external reporting needs.
- Provide administrative support to the accounting team.
- Manage schedules for meetings and appointments.
- Review financial reports for accuracy and completeness.
- Prepare invoices and other documentation as needed.
- Assist with data entry related to accounts payable, accounts receivable, fixed assets, and general ledger entries.
- Assist with preparation of journal entries as necessary based on the monthly close process schedule.
Qualifications:
– Bachelor’s Degree in Accounting, Finance or related field.
– Minimum 2 years of experience in accounting and financial reporting.
– Proficient in Excel and Microsoft Office Suite.
– Ability to work independently with little supervision required.
Desirable Characteristics:
-Excellent interpersonal skills, with the ability to maintain a positive, professional demeanor with staff
-Strong written and verbal communication skills
-Ability to work independently and as part of a team
-Ability to prioritize tasks effectively and efficiently
-Excellent organizational skills
Benefits:
– 3 weeks paid vacation
– Sick leave, paid sick leave, and personal days off
– Flexible work schedule (depending on project needs)
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#8 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Finance Manager
Job Overview:
The Accounting Assistant reports to the Finance Manager. This position is responsible for assisting in the areas of accounting and finance.
The Accounting Assistant will be in charge of managing the books, ensuring that all financial transactions are recorded and posted correctly, and assisting with reporting on a monthly basis. The Accounting Assistant will also assist with the preparation of financial statements, including balance sheets and income statements.
Job Responsibilities
– Organize and manage the accounting team
– Maintain the company’s financial records, including accounts payable and receivable, which includes entering transactions into QuickBooks
– Train new employees on the company’s accounting system and ensure they are filing their own reports correctly
– Prepare monthly financial statements for distribution to management, including balance sheets and income statements
Qualifications:
– Previous experience as an accounting assistant.
– Proficient in Microsoft Office Suite, including Word, Excel, Powerpoint and Access.
– Experience in the use of Quickbooks and Sage 50 is a plus.
Desirable Characteristics:
* Extremely detail-oriented, with the ability to track and organize multiple projects at once
* Excellent written and verbal communication skills, with the ability to interact with all levels of staff and leadership in a professional manner
* Ability to work well under pressure, with little supervision required
* Proficiency in Microsoft Office tools
* Ability to work within a team setting
Benefits:
– Medical Insurance
– Dental Insurance
– Vision Insurance
– Life Insurance
– Short Term Disability Insurance
– Long Term Disability Insurance
#9 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Director of Finance
Job Overview:
The Accounting Assistant will provide administrative support to the Director of Finance. They will be responsible for maintaining a smooth flow of information between departments and ensuring that all financial data is up-to-date and accurate. This position requires good attention to detail as well as excellent organizational skills.
Responsibilities and Duties:
The accounting assistant is responsible for administrative tasks related to the accounting department. The duties include:
-Processing invoices and other payments in a timely manner.
-Managing accounts receivable and payable.
-Performing general bookkeeping and financial reporting functions, such as reconciliations and analysis of financial data.
-Maintaining records of transactions, such as balancing accounts and calculating interest payable.
Qualifications:
– Bachelor’s degree in accounting
– 2+ years of experience in accounting
– Proficient in Excel and QuickBooks
Desirable Characteristics:
-Ability to work independently, with minimal supervision
-Highly organized and detail-oriented
-Strong attention to detail
-Ability to multi-task in a fast-paced environment
-Excellent writing skills
Employees benefits:
-Health insurance
-Dental insurance
-Life Insurance
-Maternity Leave
#10 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Accounts Payable Manager
Job Overview:
The Accounting Assistant is responsible for assisting the Accounts Payable Manager and Accountant in maintaining the financial records of the company. The Accounting Assistant will be required to reconcile all accounts payable, prepare daily reports and assist the accountant with any projects that may arise.
Responsibilities and Duties:
– Lead the accounting department through the end of each month and ensure that all financial tasks are completed on time.
– Maintain comprehensive records of all financial transactions.
– Work with auditors to ensure that all audit documentation is accurate and up-to-date.
– Ensure that all accounting software is properly configured and running smoothly.
Qualifications:
* Good communication skills
* Able to work independently and as part of a team
* Must be able to work with accuracy, attention to detail, and strong organizational skills
Employee Benefits
Our employees are the backbone of our company. We make sure they’re taken care of, and that they feel appreciated and empowered to do their best work.
Things like:
-Medical, dental, vision insurance
-Paid time off
-401(k) with up to 5% matching
-Flexible spending accounts (FSAs) for health care expenses and dependent care expenses
-Voluntary benefits like life insurance, short-term disability insurance, long-term disability insurance, accidental death & dismemberment insurance
Are you looking to hire an enthusiastic accounting intern to support your accounting team? Our Accounting Intern Job Description Template offers 11 samples that outline the key responsibilities and skills required for a successful internship experience.
#11 Accounting Assistant Job Description Sample Template
Job Title: Accounting Assistant
Reports To: Manager, Accounting Department
Job Overview:
The Accounting Assistant is responsible for assisting accounting staff with all administrative duties associated with the department. This includes but is not limited to payroll processing, answering phones and taking messages, filing documents and maintaining records, answering customer inquiries, and other general office duties.
Responsibilities and Duties:
– Prepare the monthly financial reports for the company.
– Prepare the quarterly tax reports for the company.
– Assist with accounting transactions, including payroll and accounts payable.
– Prepare corporate tax returns on time.
Qualifications:
- Ability to work well in a team environment, with an ability to communicate effectively. They must be able to take direction and ask questions when necessary.
- Excellent interpersonal skills, which include being able to interact with employees at all levels of the company.
- Ability to multitask, prioritize tasks, and adapt quickly when situations change. Experience managing multiple projects simultaneously is preferred.
- A strong work ethic and sense of responsibility are required for this position.
Desirable Characteristics:
– Ability to work independently
– Organizational skills
– Punctuality and reliability
Benefits include:
-Medical, dental and vision coverage
-401(k) plan with company match
-Paid time off
Further Reading
Accounting Assistant Job Description: Explore this comprehensive resource to gain valuable insights into the responsibilities and qualifications of an accounting assistant.
SampleTemplates: Accounting Assistant Job Description: Access a sample job description for an accounting assistant, helping you understand the key elements to include in your own description.
ZipRecruiter: Accounting Assistant Job Description Template: Discover a customizable job description template for an accounting assistant, allowing you to tailor the description to your specific needs.
FAQs
What are the main responsibilities of an accounting assistant?
An accounting assistant is responsible for tasks such as data entry, bookkeeping, processing invoices, and assisting with financial reporting.
What qualifications are typically required for an accounting assistant role?
Most accounting assistant roles require a high school diploma or equivalent, with additional qualifications such as knowledge of accounting software, attention to detail, and strong organizational skills.
What is the average salary for an accounting assistant?
The average salary for an accounting assistant can vary depending on factors such as location, experience, and the size of the organization. However, the average salary range is typically between $35,000 and $50,000 per year.
What are some essential skills for an accounting assistant?
Key skills for an accounting assistant include proficiency in accounting software, knowledge of basic accounting principles, attention to detail, strong analytical skills, and the ability to work well with numbers.
Are there opportunities for career growth as an accounting assistant?
Yes, there are opportunities for career growth as an accounting assistant. With experience and additional training, accounting assistants can progress to roles such as senior accounting assistant, staff accountant, or even accounting manager, depending on their career goals and the opportunities available within their organization.
Costantine Edward is a digital marketing expert, freelance writer, and entrepreneur who helps people attain financial freedom. I’ve been working in marketing since I was 18 years old and have managed to build a successful career doing what I love.
