Responsibilities Prepare monthly financials for business clients before the 25th of each month Maintain key performance indicators for dental clients Analyze the financials & email clients about their respective businesses Address any client questions & issues in a timely manner Correspond with clients payroll, financial advisor, attorney, and TPA as needed Assist with preparation of 1099s Assist with preparation of business tax returns Mentor & train new staff members as additional staff is hired Research topics as needed Develop an expertise in the dental business model Onboard new clients as needed (i.e. setup bookkeeping, client notes, etc.)Crossroads Tax Advisors expects you to fulfill these duties to your best abilities with the highest standard of care & ethics. Any communication with clients or business partners is expected to be in a professional & timely manner. We strive to address any client emails or phone calls within a 24-hour timeframe.Qualifications Two-year or four-year degree in business, accounting or related field preferred Minimum of five years' experience in an accounting or bookkeeping role required; prior experience with QuickBooks Online preferred Strong computer skills, including working knowledge of Microsoft Excel, Word and Outlook Comfortable working in a technology-forward environment Excellent analytical, organizational, interpersonal, oral and written communication skills Teachable, desire to learn, and able to learn new tasks quickly Commitment to honesty, trustworthiness and high ethical standards Able to work in a collaborative and fast-paced environment with changing priorities and deadlinesWork EnvironmentThis position may be remote, hybrid, or in-office, and provides flexibility while ensuring excellent client service. Youll be part of a culture that promotes growth, innovation, and a commitment to excellence.Compensation and BenefitsDetails regarding compensation and benefits will be provided separately during the interview process. We offer a competitive salary and a comprehensive benefits package designed to support the well-being and professional growth of our employees.Equal Opportunity Employer StatementCrossroads Tax Advisors is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We do not discriminate against any applicant or employee based on race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, or any other protected characteristic. Our hiring decisions are based solely on qualifications, merit, and business needs. We strive to provide a welcoming environment for all and encourage individuals from diverse backgrounds to apply.Other DutiesThis job description does not cover all possible duties and may change as needed. This version retains the essential information while being more concise and straightforward. recblid rqixyx6e31bbhqssgkb5d56ebcmv17