Flaherty’s Financial Services, LLC is growing and is seeking a Full Time Office Coordinator to assist with coordinating the office activity among our team as well as supporting our client’s requests with their accounting, bookkeeping, and tax needs.   

Are you looking for work with flexible hours in a small, casual work environment?  Do you like working with clients by phone and in person?  This job might be for you!   Flaherty’s Financial Services, LLC is a Scarborough based firm providing accounting, tax and financial guidance to individuals and businesses including many non-profit organizations.

This position will assist with the coordination of our client accounting and tax services, be responsible for maintaining client records, and supporting the accounting team attending to client’s needs.

• This is a small office environment offering a casual work setting and flexible hours.
• This position is a full time 40 hour per week position, based in our Scarborough, Maine office, with flexible hours, and increased flexibility during the summer months offering a four-day work week June – August.
• Benefits include paid personal time off, with a combination of holiday, sick, personal and vacation days, generous employer contributions towards health and dental insurance, an employer sponsored retirement plan, and opportunities for bonus pay.

RESPONSBILITIES INCLUDE:

• Manage incoming and outgoing calls, scheduling appointments and follow up.
• Detailed and organized management of client records and office environment.
• Maintaining client files for the Company related to tax and accounting work.
• Regular interaction with staff, vendors, and clients.
• Assist with data entry related to certain bookkeeping tasks.
• Assist with payroll processing to ensure client’s payroll are timely and accurately processed.
• Assistance with preparation of Form 1099’s and W-2’s, sales and payroll tax filings.
• Coordination of monthly, quarterly and annual financial reports to internal and external parties
• Familiarity with basic tax implications of client information.

POSITION REQUIREMENTS:

• Minimum 2-year degree in Business related field and/or 3 years of experience in an office administrative position.
• Be proficient with Microsoft Office products.  Excel and Word skills are a must.
• Must be a motivated, self-starter and able to work as part of a team.
• Be highly organized, have great attention to detail, and have a positive demeanor in client service and communication skills.
• Ability to apply highest level of confidentiality and boundaries handling client data.
• Be technologically adept with computer systems and software.   
• Knowledge of QuickBooks would be helpful.
• Prior non-profit experience will be helpful.