Accounting & Tax Specialist Bookkeeper

Are you more than an every-day bookkeeper? Are you more than just a technician that fills out forms? Are you passionate about what you do and a charismatic communicator?

We aren’t an old-school accounting firm, and we don’t want an old-school bookkeeper. Yes, we do some of the normal accounting calculation and tax form things that are necessary, but... What we need is an Accounting Services Advisor that is:

An innovating problem solver. A hero that solves our clients needs.

This individual will specialize in helping its clients by:

• Managing client relationships through our recurring accounting services program
• Analyzing client financial records and situations to develop recommendations
• Complete bank and credit card reconciliations, loan balances and payments, assets and depreciation
• Process end of year journal entries and 1099’s
• Teaching and training clients on complex accounting concepts as well as be able to train clients on QuickBooks Online
• Performing research as required
• Creating new processes and procedures to enhance the efficiency of team
• Developing cheat sheets, training classes, and other resources to help your peers build their skills
• Preparing the occasional personal and/or business tax return in support of your clients
• Identifying and implement opportunities for growing in ways we had not considered before
• Sharing your knowledge ad help develop less experienced peers
• Bringing positivity and excitement to each new project, opportunity, or venture, and
• Growing professionally and personally all along the way

In order to be successful, our new superstar needs the following traits & skills (AKA “Required Skills”):

• 5+ year of public accounting experience
• QuickBooks Online Pro Certified
• Strong organizational skills and attention to detail
• Passionate about problem solving and helping others
• Possesses a strong working understanding of tax & accounting rules & regulations
• Passionate about continuous and lifelong learning,
• Effective at learning new technology and software
• Accountability and reliability
• Strong customer service skills
• Process orientation
• Flexible enough to roll with the changes that come with growth
• Excellent at communicating with management, staff, AND clients
• Embraces equality & inclusiveness,
• Proficiency with MS Office Tools such as Excel and Word,
• Insistence on confidentiality for sensitive information
• Someone that wants a career... not a job.

Other things that will really make you look awesome include (AKA “Desired Skills”):

• BA in Accounting or Business
• Expertise in understanding Individual Income Taxation,
• Expertise in understanding Partnership Taxation,
• Expertise in understanding Corporate Taxation (S Corp and C Corp),
• Expertise in understanding Trust and Estate Taxation,
• Expertise in understanding Securities and Investments,
• Aptitude for explaining complex bookkeeping concepts to non-bookkeepers
• Experience supporting medical professionals or medical office clients
• Experience supporting real estate investor clients
• Experience supporting business owner clients
• Experience working in startups or similar fast paced environments

We know this is a long list, but we also know that your role is important. “Account Services Advisor” does NOT mean... ‘the person that types numbers into a form.’ It means... ‘the person that makes the magic happen for our clients.’

Your role is an essential bridge between the financial world’s rules and the client’s success. Are you that bridge?

Job Type: Full-time

Salary: $58,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• What are your salary expectations?

Experience:

• Bookkeeping: 5 years (Required)

Work Location: Remote