Office Assistant

Terry Lockridge & Dunn/World Trend Financial

Cedar Rapids, IA Administrative & Clerical / Accounting
  • Do you enjoy performing a variety of tasks?
  • Do you want to work full-time during the winter, and have limited hours the rest of the year?
  • Are you a self-starter?
If so, we would like to hear from you!  

Terry Lockridge & Dunn is an accounting and business consulting firm which specializes in providing tax and financial advice to individuals and businesses. This position will require 40 hours per week from December – April 30 each year, and substantially fewer hours the rest of the year.  Qualified candidates will have the following characteristics:

  • Office assistant experience with mailroom procedures, multi-line phones, information processing, and office supplies
  • Project a professional company image through in-person and phone interaction.
  • Past experience in an accounting firm a plus
  • Attention to detail and dependability
  • Microsoft Office 2013 or 2016 proficiency
  • Good communication skills, work well in a team environment, and are a self-starter.
The position is our primary tax return processing person.  Some of the duties you might be assigned include printing and assembling of tax documents, preparing and mailing tax organizers, tracking online tax organizers, preparing W-2 and 1099 forms, preparing tax files, greeting clients, scanning documents, running the postage machine, typing letters to clients, final check of documents prior to them leaving the office, as well as saving and updating client files in various software programs.

Additional responsibilities include: back-up receptionist, maintaining/purchasing office supplies, office courier, and maintaining general office space and kitchen.  Other administrative office/bookkeeping duties, if qualified, could include accounts payable invoice entry, e-filing tax returns, and marketing assistance.

Terry Lockridge & Dunn is an equal opportunity employer, committed to developing an inclusive culture.  

Location IA-Cedar Rapids

Application Instructions:

Interested candidates can log onto our website to learn more about our company at resumes to

Applying for:

Office Assistant

Terry Lockridge & Dunn/World Trend Financial

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 66966

Posted 30 days ago

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