Bookkeeping & Office Assistant
Location: Marion, Iowa
Job Type: In-Office
Our client is a boutique tax and bookkeeping firm located in Marion, Iowa, that takes pride in delivering personal, professional, and timely service to their clients. They're seeking a reliable, detail-oriented, and service-minded Bookkeeping & Office Assistant to support both the day-to-day operations of their office and the experience of their clients. This is a great opportunity for someone who enjoys variety, thrives in a fast-paced environment, and is eager to contribute to the success of a small, collaborative team.
Position Overview
This role combines front-desk reception, administrative coordination, and support for key business processes including payroll entry, bookkeeping data, and CRM/marketing tasks. You’ll be the face of the office—welcoming clients, answering phones, and coordinating appointments—while also supporting the owners with non-revenue tasks that help keep the business running smoothly behind the scenes.
They're looking for someone dependable, personable, and proactive—someone who isn’t afraid to jump in and take initiative.
Key Responsibilities
- Client & Office Support
- Greet clients warmly and professionally, in person and by phone
- Manage a multi-line phone system and online client platforms
- Schedule appointments and manage calendars for tax professionals
- Monitor email communications and respond or escalate as needed
- Scan, file, and organize client documents securely
- Handle incoming/outgoing mail and postage
- Maintain a clean, welcoming front office environment
- Perform light office cleaning as needed
- Operational & Administrative Support
- Coordinate and submit payroll hours for multiple clients. Verify accuracy and communicate with employers.
- Assist with data entry for bookkeeping and tax preparation processes
- Support updates to CRM and marketing platforms
- Assist business owners with non-revenue-generating activities (e.g., internal communications, vendor coordination, documentation, and scheduling)
- Help maintain and improve internal office procedures for efficiency
What We’re Looking For
- Strong customer service and communication skills
- Professional, polished, and approachable demeanor
- Comfortable using technology (Microsoft Office, web-based platforms)
- Highly organized and detail-oriented
- Self-motivated and dependable; able to work independently
- Prior administrative or bookkeeping experience
- Accounting background a plus, but not required
- Discretion and confidentiality are a must
Schedule & Hours
- Non-Tax Season (May – December):
- Monday–Thursday, 8:30 AM – 4:00 PM, Friday 8:30-2:00 PM (full-time, consistent schedule)
- Slight flexibility available for school hours or appointments, as long as consistency is maintained
- Tax Season (January – April):
- Monday–Friday, 8:30 AM – 4:30 PM (primary shift)
- Additional Responsibility:
- Help cover and/or oversee a part-time, seasonal Front Desk Support Assistant who will provide after-hours coverage:
- Monday – Thursday, 4:30 PM – 7:00 PM
- Friday, 4:30 PM – 6:00 PM
- Saturday, 8:30 AM – 2:00 PM
- Help cover and/or oversee a part-time, seasonal Front Desk Support Assistant who will provide after-hours coverage:
- Ensure continuity of service and communication between day and evening coverage
- Support coordination of front desk tasks and workflows during peak client times
- Occasional Saturday coverage 8:30 AM-2:00 PM
Compensation & Perks
- Hourly wage based on experience and initiative
- Bonus potential at the end of tax season
- Flexibility around school hours or other part-time employment (off-season)
- Training and development for bookkeeping and payroll support
- Opportunity to grow with a stable, locally owned firm
- 401k Potential
- Training and development for tax preparation
- Opportunity for Company Ownership
KSI’s Talent Acquisition Team partners with companies to assist with their hiring needs. All positions are direct-to-hire opportunities with the employer.
