What are the responsibilities and job description for the Senior Accounting Staff Associate position at Wiseman Accounting Services, PC?
Accounting Staff Associate - Senior
Department: Accounting
Location: Remote
About Wiseman Accounting Services, P.C.
The Problem
- Individuals and businesses are overpaying in taxes by filing returns that don’t reflect their facts & circumstances.
- Individuals and businesses can make smarter tax decisions and save money on taxes if they know applicable strategies to their situation and implement them.
The Solution
In combining our accounting and tax industry knowledge, we are focusing on providing the following solutions:
- Knowledge - Help users discover and implement strategies that are applicable to their facts and circumstances to save money on taxes.
- Accuracy - Give individuals and businesses an accurate calculation of how much tax they owe based on their facts and circumstances.
- Speed - Make the experience incredible by helping individuals and businesses obtain the most savings possible, based on their specific needs applicable to their situation, today.
The Stakeholders
- Small Business Owners - Today, our customer base is made up of hard-working business owners who are looking to get additional help with bookkeeping and accounting tasks as well as insight into what their numbers indicate as they continue to scale their businesses.
- High Net Worth Individuals - We also help our clients who may not necessarily own a business but want to find ways to grow their wealth.
- Our Team Members - We have 7 full-time team members who provide helpful insight to our clients.
Role Overview
Wiseman Accounting Services, P.C. is looking for an experienced Senior Accounting Staff Associate to join our fast-growing professional services remote team!
Our firm provides client accounting services to small business owners across multiple accounting advisory offerings. Unlike most tax-centric firms focused on tax compliance, Wiseman Accounting Services, P.C. is dedicated to helping our clients have a clear picture of their financial position in real time.
Interested in learning more about what you will do here? Keep reading!
And of course, if you have any questions along the way, feel free to contact us through LinkedIn.
What You’ll Do
● Entering daily transactions for clients using a number of software platforms
● Responding to requests from clients on general accounting needs (i.e. running reports, responding to requests, etc.)
● Prepare reconciliations (i.e. bank reconciliations, credit card reconciliations, general ledger accounts, etc.)
● Perform self-review to ensure that accounting is accurate
● Prepare financial statements and provide overview to client
● Establish, document, and evaluate internal processes for the best client experience
● Manage prospective and current client correspondence
● Assist in building our brand, our firm and our client base through referrals, social media, lead generation, etc.
What You Need to Get the Job Done
● 3 years of public accounting experience working with small businesses owners
● 3 years experience with QuickBooks Online
● Comfortable using software. Willing to learn new software as required by the position
● Bachelor’s degree in accounting
● Ability to recognize when something doesn’t look right. And follow up on the cause until you figure out why it doesn’t
● Enjoy working with clients. You refuse to be bitter with clients and their requests because you recognize they have problems and they hire US to find the solutions
● You are okay with preparing and presenting financial information to clients
● Have a passion for working with business owners. You are committed to finding the best solutions to the problems to keep costs low and quality high; so that our clients can keep their focus on what really matters - THEIR MISSION
● You don't have to know everything you are going to be assigned. You do have to be committed to researching, being resourceful, asking questions, and anything else to FIND THE ANSWER
● You need to value generosity and be willing to put in whatever it takes to get the job done
What You'll Love About Us
If you’ve got passion and enthusiasm for helping people navigate the complexity of the accounting world and a desire to come to a fast-growing professional services company to make an impact, we’ve got the perfect opportunity for you!
Wiseman Accounting Services, P.C. is a 100% #remote company, and will continue to be digital-first.
We won't be changing our minds and going back to the office. Team members want flexibility, balance, and the freedom to work from anywhere, and we fully support that.
Here are a just a few perks you will receive in joining our team:
● Unlimited PTO Package
● 401k Plan with company contributions
● 100% Paid Health Insurance
● Awesome Co-Workers!
An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.