Bookkeeper/HR Administrator

CapinCrouse is pleased to be assisting Triaxia Partners with their search for a Bookkeeper/HR Administrator.

Note: Triaxia Partners is located in the Cumberland Mall area of Atlanta. Applicants should live within a reasonable driving distance of this location, taking Atlanta traffic into account. The ideal candidate will also be highly proficient in QuickBooks.
 

JOB DESCRIPTION

This position integrates the skillsets needed for a Bookkeeper/accounting support (50%), HR Administrator (30%), Administrative Assistant/Receptionist/Hospitality (10%), and Customer Support (10%). This role requires a true utility player who feels comfortable taking on new tasks and stepping outside of job descriptions. The general responsibilities for the role are as follows:
 

Bookkeeper/Accounting Support (50%)

• Responsible for all banking and accounting functions (posting transactions to QuickBooks (QB), making deposits via a check scanner or in-person if needed, reconciling monthly statements, etc.)
• Conducts weekly AR/AP duties, including paying bills, reviewing bills and invoices for errors and accuracy, processing ACH payments, printing checks, etc.
• Creates weekly and monthly QuickBooks reports for Partners (P&L, Working Capital, and Cash Flow Statements). Creates custom QB reports for Partners upon request.
• Manages all company credit cards – monitors card activity, disputes errors, posts/downloads transactions to QB for tracking, makes payments
• Manage payroll, making changes as needed; review and prepare W2s
• Work closely with CPA in accuracy of QB record-keeping and tax return prep – Federal, State, and Property
• Work with CPA in preparation of all 1099s as needed
• Make quarterly estimated tax payments as directed by CPA
• Monitor customer accounts and invoices for any past due amounts and work with clients and Partners to ensure tracking and collection
• Invoice staff for any personal expenses; reimburse staff for any Triaxia expenses paid for by personal accounts
• File sales tax returns
• Close out each month by conducting invoicing and creating monthly reports to Partners (P&L, Working Capital, Cash Flow Statement, Income Statement, etc.)

HR/Office Administrator (30%)

• Administrator for HR benefits (e.g., insurance, 401k, and FLEX accounts)
• Manage insurance coverage and administration (Life, Health, Auto, Workman’s Comp, etc.)
• Record keeping; filing; disposing of old files as needed
• Complete audit and compliance tests with insurance provider and 401k
• Track employee PTO, vacation, sick days, etc.
• Communicate with property management about any problems or needs regarding the office property

Administrative Assistant/Receptionist/Hospitality (10%)

• Clean/straighten office and meeting rooms and make them client-ready
• Manage office machines and maintenance
• Answer phones and maintain positive and healthy client and customer relationships; direct calls to other team members
• Secure office supplies (shopping online and in-store as needed)
• Move inventory from storage area to office as needed (books, files, etc.)
• Validate client parking tickets as needed
• Support the office manager and partners in projects, client support, meetings, research, etc., as needed
• Retrieve and distribute mail, secure postage, etc.

Customer Support (10%)

• Take and fulfill product orders
• Provide information about products and services and technical help with digital products as needed
• Scan, copy, bind, and ship products and materials as needed

REQUIRED SKILLS

• People skills required (management, motivation, training, etc.)
• Strong organizational and time management skills
• Excellent communication and interpersonal skills
• Willing to learn new skills and expand responsibilities as the company grows
• Strong customer service orientation
• Process skills required (planning, decision-making, problem solving, etc.)
• Strong problem solving skills
• Strong analytical capabilities
• Able to seek out and design solutions to tough challenges without losing motivation or drive
• Able to handle vendors, tech support issues, clients, executives, heavy workloads, and tight deadlines

REQUIRED TECHNICAL SKILLS

• Willing to learn new technologies, skills, solutions as needed
• Technical knowledge required (specific product knowledge, law, accounting, processes, industries, etc.):
• Proficient in Outlook, Word, PowerPoint
• Proficient in QuickBooks and Excel
• Experience with Sure payroll is a plus

REQUIRED EDUCATION AND EXPERIENCE

• Associate Degree
• 3-5 years applicable experience

Triaxia Partners is a strategic planning and organizational development consulting firm. In addition to consulting services, Triaxia also designs and delivers a number of organizational and individual diagnostic materials and training courses. Triaxia Partners is a small firm (4 full time employees) with an extensive and wide-ranging client list that includes members of the Fortune 50 all the way to local not-for-profits. The firm has a focus on trying to divide our time and efforts evenly between the corporate organizations and faith-based-not-for-profits. For more information, visit

https://triaxiapartners.com/about-us/history/.