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Administrative Assistant - Ottauquechee Foundation - Part-time - Job Description

Tax Accountant - Kayen and Liepmann

 
 
 

Administrative Assistant - Woodstock, VT - PART TIME - 10-15 Hours

Hybrid: In-office & Community-Centered Position

Job Overview:

The Administrative Assistant is responsible for overseeing the administrative duties of the granting programs for the Ottauquechee Health Foundation (OHF) and handles all paperwork and applications. The Administrative Assistant collaborates with the Grants Coordinator, Executive Director, providers, and applicants/recipients. The position reports to the Executive Director

The Administrative Assistant is also responsible for other work outlined below.

Responsibilities and Duties:

Grant Program Assistance:

  • Interacts with applicants to ensure their grants process is handled in a timely, confidential, and professional manner.

  • Work directly with applicants and be available for appointments to assist as needed.

  • Work with Grants Coordinator to assemble client grant folders.

  • Aid in maintenance, management, and updating of the grants master accurately and promptly.

  • Follow up with grant recipients regarding their experience with OHF.

  • Educate providers and applicants on the grant process and expectations.

  • Assist and follow up with providers regarding invoices.

Office Management/Administrative Assistance:

  • Answer phones and triage needs.

  • Provide assistance in office duties, including mail, pick up/delivery, bank deposits, and other errands.

  • Respond to building/tenants/maintenance requests as needed.

  • Schedule contractors – plumbers, electricians, gardeners, IT, etc.

  • Organize and execute bulk mailings including biannual appeals and annual report/meeting, etc.

  • Compile documentation for internal and external audits.

  • Schedule committee meetings and organize meeting minutes in Dropbox.

  • Maintain up-to-date liability insurance documentation from contractors.

  • Maintain up-to-date confidentiality and conflict of interest forms for board members, staff, and volunteers.

  • Collect W-9s from new contractors.

  • Track incoming donations and aid in donor follow-up.

  • Maintain donor and member database.

  • Aid in town appropriation and tax-exempt status petitions for Town Meeting.

Community Outreach and Events:

  • Interact with community organizations on behalf of OHF.

  • Work with ED to reach strategic goals outlined in the Strategic Plan.

  • Perform outreach activities as needed.

  • Work at events and other promotional events as needed.

  • Aid in Annual Meeting planning.

Qualifications

  • Associates Degree preferred

  • 1-2 years of office experience or equivalent.

  • Experience scheduling Zoom meetings.

  • Computer literacy and experienced with Microsoft Suite, specifically Excel.

  • Friendly, outgoing, and collaborative.

  • Exceptional interpersonal skills.

  • Ability to be multifaceted and work in a high-paced environment with distractions.

  • Ability to handle multiple tasks with ease.

  • Exceptional organizational skills.

Tax Accountant - Upper Valley of Vermont

Our client, located in the Upper Valley of New Hampshire and  Vermont, is seeking a senior/manager level tax accountant. In this role, you will primarily be responsible for preparing and reviewing all types of tax returns, resolving notices, conducting tax research, and providing tax planning and consulting services. You will work closely with partners to ensure excellent client service, including gathering client information, delivering tax returns, and addressing client inquiries.

 As a senior tax accountant, you must be a team player and collaborate closely with partners and other year-round employees. You will help develop and implement firm policies and procedures, and serve as a resource for all employees, for tax software, tax law interpretation, and return preparation questions. Additionally, you will have the opportunity to mentor staff, monitor security procedures, and assist with minor IT issues.

 This is a full-time position, averaging 32 hours per week, with the majority of hours worked between January and May. An active CPA license or EA or be eligible and actively sitting for the CPA exam required.

Our comprehensive benefits package includes license renewal fees, continuing professional education (CPE), a 401(k)-plan match, paid sick and vacation leave, life and disability insurance, and a partial health insurance contribution.

To apply, please send your cover letter and resume to HRXperienced at  careers@hrxperienced.com. Please put Tax Accountant in the subject line.