Accounting Assistant, Terra West Management Services

Description

Essential Functions

• Exiting transitions
• Process tax returns, payments and perform audits
• Will work on various research projects 
• Filing 
• Open and sort departmental mail including maintaining check log.
• Strip and mail checks.
• Assist with reviewing, processing, distributing and storing all necessary transition documents and association setup records to internal staff.
• Manage special projects as assigned by other Terra West departments (i.e., HOA, Single Family, etc.).
• Other duties may be assigned.

In order to be successful, an individual should demonstrate the following competencies to perform the essential duties and responsibilities of this position:

Core Competencies

• Attention to detail and accuracy
• Strong interpersonal skills
• Excellent communications skills both written and verbal
• Organizational and problem-solving skills 
• Organizing and prioritizing
• Confidentiality and judgment
• Problem-solving skills

Requirements

Minimum Qualifications

• Minimum one year accounting experience in a high volume environment
• Knowledge of accounts payable
• Intermediate knowledge of Word, Outlook, and Excel
• Customer service experience
• Proficient in data entry and time management

ADA Requirements

• See and read small print, both on paper and on a computer screen, quickly and accurately.
• Sit for extended periods of time while working at a computer.
• Hear and speak clearly on the telephone and in person.
• Ability to lift up to 25 lbs.

WORK POSTURE REQUIREMENTS

WORK POSTURE REQUIREMENTS

DESCRIPTION N/A RARELY OCCASIONALLY FREQUENTLY CONSTANTLY

Sitting x

Standing x 

Walking x 

Driving x    

Bending (from waist) x 

Crouching (squat) x   

Kneeling x  

Crawling x    

Climbing (stairs) x    

Climbing (ladder) x    

Twisting x    

Reaching x   

Writs Motion x  

CARRYING REQUIREMENTS

ITEM DESCRIPTION

Items Carried: Files / Board books

Distance: 50 steps

Times per day: 5

Maximum Weight: 5 pounds 

MOVING/LIFTING REQUIREMENTS

ITEM DESCRIPTION

Items Moved/Lifted: Paper files

Times Per Day: 5

Maximum Weight: 3 pounds

MOVING/LIFTING LEVELS/HEIGHTS

LEVEL FREQUENCY

Floor: Occasionally

Knee: Rarely 

Waist: Occasionally

Chest: Occasionally

Overhead: Occasionally

PUSH PUL REQUIREMENTS

ITEM FREQUENCY

Furniture: Frequently 

Shampooer: None

Vacuum: None 

Utility Cart: None

ENVIRONMENTAL CONDITIONS

Condition Yes No

Inside/Outside x

Hot/cold Temperatures x

Wet x

Noise x

Power Equipment x

Traffic Hazards x

Chemical Hazards x

Heights x

Dust x

Close Quarters x

Fumes/Odors x