Default Portal

We work to make the world of business and taxes come alive for creative individuals and organizations! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re in good hands. As a team, we focus on being socially conscious, staying young-at-heart, and always learning. So we try to be responsible corporate citizens and aren’t afraid to take a stand on political or social issues. We try to have fun and celebrate our humanity—while doing impeccable work, of course. 🙂 And we are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. Are you ready to revel in our growth while helping thousands of creative entrepreneurs along the way?

Related companies:

Jobs at this company:

Apply

🧭 Full-Time

🔍 Accounting and Client Services

  • Balance approachability with professionalism in communications.
  • Strong knowledge of accounting rules, regulations, and guidelines.
  • CPA with 8+ years of experience in public accounting.
  • Passionate about developing and empowering teams through coaching and mentoring.
  • Comfortable in client-facing relationships and passionate about client businesses.
  • Detail-oriented and avoids careless mistakes in work.
  • Excellent communicator and able to address potential deadline issues proactively.
  • Highly skilled in using online cloud-based applications and software tools.
  • Possesses top-notch discretion in protecting clients' privacy.
  • Proactive attitude with a focus on improving work efficiency.
  • Experience with cloud-based accounting platforms like Xero, QBO, or Sage.
  • Familiarity with project management tools to track work progress effectively.

  • Setting, Communicating, and Implementing Team Goals by creating a vision for the client delivery team.
  • Building a Positive, High-Performing Culture by fostering collaboration and inclusivity.
  • Mentoring and Supporting the Team to nurture client relationships and help them grow.
  • Nurturing Client Relationships and Service Excellence to maintain high client satisfaction.
  • Measuring and Optimizing Performance using KPIs to ensure compliance and performance tracking.
  • Continuously Improving Team Efficiency and Client Services to streamline workflows and support client growth.
  • Staying Ahead of Industry Changes by proactively monitoring accounting rules and regulations.
Posted 2024-11-20
Apply
Apply

📍 United States

🧭 Full-Time

💸 50000 - 60000 USD per year

🔍 Accountancy

  • Ability to balance being approachable yet professional in communications.
  • Detail-oriented with a focus on avoiding careless mistakes.
  • Capable of jugging multiple clients' work and prioritizing effectively.
  • Strong communication skills to address deadlines proactively.
  • Comfortable working online and using various cloud-based software tools.
  • Excellent discretion with clients' privacy and sensitive information.
  • Proactive attitude and focus on finding improvements in workflows.
  • Experience with at least one type of cloud-based accounting platform (preferably Xero, QBO, Sage, Netsuite, etc.).
  • Ability to categorize typical transactions based on a chart of accounts.
  • Experience with project or task management tools.
  • Bachelor's degree in accounting.

  • Posting weekly or monthly activity for clients into their cloud-based accounting system.
  • Performing month-end reviews and reconciling accounts against bank and credit card statements.
  • Generating journal entries and any other accruals or adjustments needed for clients.
  • Utilizing web-based tools to process payments for clients that utilize outsourced A/P functions.
  • Generating monthly or quarterly reporting dashboards for clients.
  • Responding to client inquiries and assisting with minor technical issues in their technology stack.
  • Assisting with running payroll for clients as needed.
  • Providing training to clients on the various systems they use.
  • Conducting periodic reviews with clients to ensure services align with their goals.
  • Coordinating and monitoring bookkeeper work.
  • Communicating daily with clients and keeping the senior accountant informed of deliverable status.

Project CoordinationCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-23
Apply