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Job Descriptions

Accountant Assistant

Accountant assistants can be employed in a variety of work settings - including accounting firms, private companies, public organizations (e.g., universities), or the government. If you are working as an accountant assistant, you will have some clearly defined and repetitive tasks (e.g., organizing receipts, filing financial reports).


This job typically requires a minimum of a high school diploma or equivalent (e.g., GED).

Previous Experience

This job may require previous experience doing similar work, however if you have the required education and skills, it is strongly encouraged that you apply.

Job Duties

  • Alphabetize, sort, and/or classify expense reports or other financial reports according to the employer’s filing or tracking system.
  • Prepare new file folders or other filing systems by creating new file labels or index cards.
  • Copy, collate, scan, or fax documents using office photo copiers, scanners, faxes, staplers, and hole punchers.
  • Enter financial data into accounting programs, spreadsheets, or databases as requested.
  • Organize receipts or other paperwork for the supervising accountant.
  • Your employer may ask you to carry out additional duties than those listed here.

What’s Your Scene?

This job requires that you are able to work "Out of the Scene." If you are working as an accountant assistant, you may not be working with the public on a regular basis. You may be required to speak with and interact with co-workers (depending on if you work alone from home or in an office), as well as your supervisor to help meet his/her accounting needs. 

Skills / Abilities

Mathematics - Having basic knowledge of arithmetic, including addition, subtraction, multiplication, and division, will be helpful.

Reading Comprehension - Demonstrated ability to read, and follow written instructions and ideas.

Oral Comprehension - Demonstrated ability to understand and follow verbal instructions and ideas.

Oral Expression - You will be required to speak clearly and effectively.

Written Expression - You will be required to write and spell correctly.

Computer Knowledge - You will need to have some knowledge of computers as you may need to enter information into an accounting program on a computer.

Manual Dexterity - This job requires the repeated and coordinated use of your arms, hands, wrists, and fingers to use a computer keyboard to type and to use a calculator.

Organization and Prioritization - This job requires the ability to clearly organize and categorize work priorities to complete your work.

Environmental Demands

Location - If you work in an office, you will be indoors in a climate-controlled setting.

Noise Level - The noise level will be low in an office setting.

Lighting Level - The lighting level will be dependent on your employer. If you work in an office setting at work, you may have to work in florescent lighting.

Work Hours - This job may have full-time hours (40 hours per week), or part-time hours (20 hours per week) during regular business hours (9am-5pm).

Amount of Movement - This job typically requires that you sit and stand. For example, you may need to organize receipts at your desk and then file reports into a filing cabinet.

Cleanliness and Odors - This job setting is generally clean. You will also want to make sure you keep your work area and surrounding areas neat and tidy.

Work Attire - Work attire will typically be business casual clothing.

Structure and Predictability - This job will typically have a moderate degree of structure and predictability.  This means that you will sometimes complete the same tasks each day but you may not be able to complete these tasks in the same order each day (e.g., organizing receipts by date).  You will probably know how long each task should take you to complete.  You will probably work in the same area each day and you will probably interact with the same co-workers each day.

What's the Pace?

    • Steady: In most cases, the work pace will be steady, which means that you will always have some work to do. When the work pace is steady, you are working at a level "5" on a scale of "1" (nothing to do) to "10" (extremely busy, rushed pace).

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