Job Description
Job Description
Here's your opportunity to make an impact! Small team environment, stable and well-established firm, close team culture, and none of the stress and red tape of larger firms here.
Our client is able to recognize the contributions of each team member and provide opportunity for long term growth.
What you'll get :
- Full benefits package including health, dental, and retirement plan with a company match
- Manageable busy season with flexibility. Most on the tax team come in for a few hours on Saturdays close to the deadlines, but there are no minimum hour requirements.
- Direct client interaction - you become the point person for each of your clients
- Help your clients throughout the year, not just during tax season : once the bookkeepers have finished the financials, you review those monthly financials and provide to your clients.
This also helps make tax season way more efficient since you know your clients well!
Incentive compensation based on your production. Experienced individuals in this role typically earn into the six figures.
What you'll be doing :
The primary focus of your work will be working with small business owners with their monthly financials (prepared by the bookkeeping team) and helping them with tax planning and their tax returns.
Ideally, you'd have your EA credential and could help review tax returns prepared by others in the firm also. If you're not there yet, they're happy to get you there pretty quickly.
You don't have to be a bookkeeping expert, but you will be involved in a little bit of that. New client cleanup or catch-up work is the primary area so that the books are handed over to the bookkeepers in good shape.
Hopefully that helps provide some variety in your work along with providing the financials to your assigned clients.
The firm uses Thompson Reuters products including UltraTax for preparing tax returns. You will also have direct client interaction in this role so you should be comfortable helping people as much as finding the right place on the tax forms for all of the client's numbers.
Some ask about timing for them to hire. They're ready to move when they find the right person for their team.
This is not a stuffy or rigid firm environment. They offer flexibility and the opportunity to do the work you were hired to do.
As to an expectation on compensation, productivity incentives would typically kick in the second year. If you ramp up to a full client load more quickly, they won't wait.
They just want to make sure you have the time to get up to speed. Once you do, the productivity bonuses range from about $5k on the very low end and go up significantly from there.
You'll be well taken care of for your contribution to the business!