WJM CPA PLLC is a dynamic boutique Certified Public Accounting firm servicing individuals, businesses and their owners with various accounting, tax and business needs. We pride ourselves on assisting clients to achieve their most desired level of success. We're more than an accounting firm. We work with our clients as their partners, and as if their company were our own. In result, our team works proactively with a forward-thinking mindset. We don't believe that clients should only reach out to us once a year to prepare tax returns. Communication is of utmost importance, because we understand that our client's business/career is more than just a way to make a living.
Our team atmosphere is positive, enthusiastic, flexible and hardworking. Our collaboration style allows for every team member to contribute for consistent and concise solutions. While we understand client's urgency, we keep a relaxed environment to make the office feel like home. At WJM CPA PLLC we are a team with leaders looking forward to working together every day while striving to be extraordinary.
WHY CONSIDER THIS?
Culture: Team atmosphere (weekly team meetings & monthly lunch meetings), collaborative, positive, enthusiastic, flexible, hardworking.
Development: Mentorship from the Owner that has a passion for developing every team member and believes in continuing education for all team members, including paying for:
Aspiring CPAs - CPA Review Program, CPA exam fees (1 attempt), PTO days (day of exam)
Flexibility: Much better work/life balance during tax season, Flex Fridays eligible in Summer, Opportunities to work from home during off season
Compensation and Benefits: Competitive salary, bonus, 75% covered medical benefits (100% Dental/Vision) and 50% for family in low deductible plan, 4% 401(k) match, PTO (Years 1-4 of service gets 2 weeks, Years 5+ get 3 weeks, and part-time positions still get half of these PTO benefits), holidays included, mileage & travel reimbursement, regularly paid for training
WHO YOU ARE
Detail-Oriented, including the ability to manage multiple projects
Customer-Focused
Results-Driven and Accountable
Effective Time Manager
Ability to Work Effectively Independently or as a Team
Effective Communicator, both written and verbal
Passionate About Delivering Business Value
Honesty and Transparency
Positive Attitude
The Will to try new challenging tasks
WHAT WILL YOU DO?
Job Summary
The Administrative Associate provides administrative support for our office. They proactively connect their leader with clients and prioritize scheduling based on the leader's initiatives. This role supports business matters of significance with a willingness to contribute as needed in a dynamic and fast-paced environment. The bookkeeper role enthusiastically prepares client's accounting, tax filings, tax planning and works with the whole firm and clients.
Minimum Qualifications
1-2 years of experience in administration and bookkeeping in a related business area
Experience with QuickBooks and other accounting software, proficiency in Microsoft Office suite
Advanced knowledge of the business area and public accounting
Some experience managing initiatives
Moderate computer/software skills.
Maintain a positive attitude and enthusiasm with clients and team
Passion for providing quality service and working in a team environment to achieve client goals regardless of task
Preferred Qualifications
2-3+ years of experience in administration and bookkeeping
2-3+ years of experience with QuickBooks desktop, QuickBooks Online and industry specific software
Experience in a public accounting firm
Experience managing multiple clients on a consistent basis
Experience with Thomson Reuters CS Tax & Accounting software
Experience preparing business and individual tax returns
Associate's degree or equivalent experience
Understanding of project/program development and implementation
Insight of the strategic goal in relation to the overall organization
Responsibilities
Be the head of all things administrative positively
Support leaders (Managing Director) with all tasks that are asked of you
Assist Managing Director with managing client and firm information by keeping lists and trackers
Process and distribute internal and external mail, email and voicemail
Schedule and coordinate appointments and meetings
Assist in firm's administrative tasks
Keep track and stock of office supplies
Keep stock of up front stationaries/swag for clients
Help maintain office physical appearance
Scan and keep company/client files organized
Greet clients who come in and offer them a beverage, possibly converse with them
Provide bookkeeping services for firm's clients on a consistent basis
Prepare individual tax returns for review
Record notes during meetings and communicate action items with the appropriate parties
Conduct research, compile data and assist in preparation of team meeting proposals, presentations and emails for presentations
Act as a liaison between the firm, team and clients
Assists in client management with firm management software, billing and time and expense entry
Calculate and file monthly Sales / Use Tax
Update and Maintain Fixed Asset Databases
Balance General Ledger Accounts
Post Journal Entries & Monthly Recurring Entries
Prepare Bank Reconciliations
Gathering/organizing and accurately enter client data into tax returns for review
Appropriately communicates difficult situations encountered on engagements to team or reviewer
Performs self-review of all work prior to submission to team or reviewer
Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill base
Ability to keep client and employee information confidential
Be the Managing Director's right hand/go to professional