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Accountant

2 months ago

West Bend, United States Client First Tax & Wealth Advisors Full time

**About Us**:
We help people secure the financial confidence they deserve.

Client First Tax & Wealth Advisors® is an independent fiduciary and an SEC Registered Investment Advisor (RIA). We believe our proprietary TrueHolistic planning is the only way to care for our clients' financial health. We also believe our proprietary Adaptiv Investment Management System is the best approach to provide focus in areas of concentrated expansion and down-side risk protection. All of this combined makes us truly unique in the marketplace. Our clients agree

**Role Description**:
This position provides internal and external support to ensure success in accomplishing our mission for internal and external client financial operations.

Exceptional problem-solving, communication, and effective process workflow are key attributes this talented individual will possess, resulting in frequent appreciation from our clients and fellow team members.

This integral member of our Tax & Accounting team requires accounting acumen, discernment, and an attitude of working the problem. Accurate communication and efficient process workflow are also key attributes, resulting in frequent appreciation from our clients and fellow team members.

**Key Responsibilities**:

- Provides financial information to management by researching and analyzing accounting data.
- Prepares financial reports with visuals as needed.
- Assist with tax planning and projections.
- Documents financial transactions by entering account information efficiently and timely.
- Manages A/R, A/P, Payroll, 401k, Monthly and Quarterly Fee Billing activity.
- Prepares bank deposits, general ledger postings and statements.
- Maintains and reconciles subsidiary accounts in a timely manner (by posting, verifying, and allocating transactions, etc.)
- Analyzing accounting records and provides financial recommendations and actions
- Recommends financial actions by analyzing accounting options.
- Summarizes current financial status by collecting information and provide substantiation of financial transactions through auditing documents.
- Maintains accounting controls by preparing and recommending policies and procedures.
- During tax season (Feb-Apr) provide accurate tax preparation in an efficient time period for the client and assists the tax & accounting team as needed.
- Supports external clients through any audit process.
- Total commitment to compliance with all industry rules and regulations.
- Fosters a culture of learning, performance, and exceeding expectations; keeping ahead of industry trends and best practices.

**Qualifications**:

- Highly motivated with a tenacious work ethic.
- Ethical in all regards for trust, transparency, and the well-being of all stakeholders involved.
- Proven integrity, confidentiality, and discretion in all matters.
- Exceptional problem-solving, communication, and effective process workflow.
- Strong appreciation for and demonstrates teamwork.
- Demonstrated ability to lead a project or process.
- Proficiency in using common office technology from a variety of providers (for example; Google Suite, Orion, Schwab, Wealthbox, etc.) or high learning ability to quickly become proficient in these technology platforms.
- Demonstrated Proficiency in using common accounting and tax preparation technology such as Quickbooks and Drake or high learning ability to quickly become proficient in these technology platforms.
- Understands how to use technology to solve problems and help others.
- Effective communication skills on all platforms: personal, phone, text, instant Messenger.
- Driven by curiosity and learning how things work and making them better.
- A keen eye for detail and desire to probe further into the data and understand what it means.
- Desire to be the elite in the Client First tax & accounting team and the financial services industry.
- Highly articulate and able to explain complex information clearly and simply.
- Attention to detail and consistent, reliable accuracy with all data.
- Demonstrated ability to work well with others.
- Skills to adapt and re-prioritize within a fluid environment.
- Bachelor’s Degree in a related field.
- Over 3+ Years of experience in Accounting, Tax and Financial Services.
- CPA designation.

**Important information**:
Client First Tax & Wealth Advisors® provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Salary + Performance Bonus; additional compensation for tax preparation and filing

Benefit Conditions:

- Only full-time employees eligible

This Company Describes Its Culture as:

- Detail-oriented -- quality and precision-focused
- People-oriented -- supportive and fairness-focused
- Team-oriented -- cooperative and collaborative

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