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Senior Tax Accountant

2 months ago

South Milwaukee, United States W3Global Full time

We're looking for a Senior Accountant to work directly with our clients. You will meet with them regularly, advise and strategize with them, maintain the bookkeeping, and generally guide them as they build the business of their dreams. (We have a framework for all of this, of which the Profit First system is a large part.)

Responsibilities

You will be joining a dynamic, positive energy team. You'll be working with clients from a variety of industries in a variety of situations. And you'll be helping them accomplish amazing things. You will directly guide and advise them as they build the business of their dreams. Great earning potential. We recognize where good work is done. This may start small but will grow quickly to become significant, as you become more efficient and handle more clients. You will always be learning. Because we believe in being true financial partners with our clients, you'll become knowledgeable in many areas: best invoicing practices, different ways to track inventory, when to be an LLC vs an S-Corp, and any of a dozen different areas that impact the day-to-day of our clients. You will also work directly for our Managing Member and Director, Related to the above, we will train you to become a certified Profit First Professional.

Requirements

First, the technical stuff. We're looking for someone with three or more years of bookkeeping or accounting experience. You need to be a motivated, self-driven person who enjoys getting things done. We are all a team and here for any needs/training but ideally you will be efficient and self-driven on your own. You ABSOLUTELY must be a person of integrity. In the work we do, we often deal with sensitive information and our clients place a great deal of trust in us. You also need to be someone who can stand up for these values, as we require them of our clients, too (we will not work with clients who lie on their taxes, accept cash payments "under the table," etc.). You will be on the computer a lot. You need to be comfortable with that, including using email, researching online, and working on spreadsheets. You will be on Zoom a lot. We have regular meetings with every client. You need to enjoy talking to other people and collaborating with them, sometimes telling them what to do (in a thoughtful, encouraging manner). Experience with QuickBooks Online(Preferred) Familiarity with Profit First(Preferred)

To sum up, your job will be to work with clients. You will advise them on money management, do their bookkeeping, reconcile bank statements, prepare reports, etc. You will also get to know them, their business, and their goals. And then you will do everything you can to guide them towards achieving those goals. You will also be a big part of our company and help us as we evolve and grow. If you are interested, there will likely be plenty of leadership and other growth opportunities.

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