Bookkeeper

RMW ACCOUNTING

Bookkeeper providing administrative support to the Tax Department with client inquiries and document management. Handling data entry, organization, and communication tasks in a collaborative environment.

Posted 6/27/2026full-timeHenrico • Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
Set up conference calls and/or appointments for tax accountants.
Provide clients with tax results (processed and rejections)
Take and process all types of payments over the phone from clients.
Transmit returns to IRS and pull E-File acceptances.
Send vouchers to clients.
Contact client for any missing information to complete tax returns
Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed
Updating client database with incoming completed tax returns and notices
Assemble completed tax documents for clients.
Update and maintain Excel lists.
Assist in outgoing mail- assemble, stamp etc.
Prepare communications, such as memos, emails, invoices, reports and other correspondence.
Create and maintain filing systems, both electronic and physical
Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Requirements

What you’ll need

Associate degree or equivalent combination of education and experience in business, or related fields
Experience in administrative support work, office practices and administrative procedures
Tech savvy with the ability and desire to embrace necessary software applications.
Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
Excellent verbal and written communication skills
Proficiency with Microsoft Office and Google Workspace applications

Benefits

Comp & perks

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid sick time
Paid time off
Parental leave
Vision insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Administrative SupportDatabase ManagementPayment ProcessingTax Document AssemblyE-File TransmissionExcel ProficiencyFiling System MaintenanceDocument ScanningControl Sheet CreationClient Communication

Soft Skills

Organizational SkillsMulti-TaskingAttention to DetailVerbal CommunicationWritten CommunicationCalm Under PressureFollow-ThroughHumor

Certifications

Associate Degree