ADMINISTRATIVE ASSISTANT

We are seeking an Administrative Assistant. This is a part-time hybrid role that offers the flexibility to work remotely as well as in our Kent office. 

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Primary Responsibilities:
 

• Supporting the CEO and Client Success Manager in managing emails and correspondence.

• Scheduling internal and client meetings, maintaining the firm's calendar.

• Participating in local in-person and virtual networking events

• Maintaining and organizing client records in our database

• Creating marketing materials using Canva

• Assisting with event coordination and office operations

• Performing additional administrative tasks as needed

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The scope of responsibilities may expand and be tailored to fit the candidate's skills and experience. 

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Ideal Candidate Qualifications and Skills:
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• Minimum of 3 years of administrative or customer service role. 

• Proficiency with MS Office (Word, Excel, and PowerPoint), Canva, and Adobe Acrobat. Familiarity with Google Docs, TaxDome, QuickBooks Online is a plus!

• Ability to quickly adapt to new software as needed.

• Strong organizational and analytical skills. 

• Attention to detail with the ability to proofread one's own work and that of others. 

• Ability to prioritize tasks and follow established procedures, and meet deadlines. 

• Self-motivated with strong work ethic. 

• Capable of working independently and managing multiple tasks concurrently. 

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Position: Part-Time, up to 10 hours per week

Compensation: $18 - $25/hour DOE

BOOKKEEPER

We are seeking a Bookkeeper.  This role offers a hybrid work arrangement, allowing you to work both remotely and at our Kent office. 

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Primary Responsibilities:
 

• Establishing a chart of accounts for clients' books. 

• Maintaining client's accounting records using QuickBooks Online. 

• Reconciling accounts. 

• Preparing financial statements and reports. 

• Handling B&O and 1099 Tax Filing. 

• Ensuring compliance with local, state, and federal government reporting requirements. 

• Providing general administrative office support and organizing files. 

• Conducting regular review and discussion meetings with the CEO, both in-person and via Zoom. 

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The areas of responsibility will be increased and adapted to the skill and experience of the candidate.

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Ideal Candidate Qualifications and Skills:
 

• A bachelor's degree in accounting or a related field or equivalent work experience may be substituted.

• A minimum of 3 years of bookkeeping experience.

• Proficiency with QuickBooks Online, MS Office (Word, Excel, and PowerPoint), and Adobe Acrobat. If you have experience with QuickBooks Desktop, Wave, Xero, Gusto, and Google Docs, it's a plus!

• Ability to quickly learn other software as required. 

• Strong organizational and analytical skills

• Critical thinking and problem-solving abilities. 

• Excellent written and verbal communication skills.

• Attention to detail with the ability to proof own work and the work of others.

• Effective task prioritization and adherence to deadlines.

• Highly motivated, proactive, and enthusiastic team player with the ability to work independently.

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Compensation: $20 - $35/hour DOE

TAX ADVISOR

We are seeking a Tax Advisor who can provide advisory services. The best candidate must possess excellent communication skills and ability to foster positive relationships with the client base and fellow employees. This position works remotely from the comfort of your own home.  

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Primary Responsibilities Will Include:
 

• Provide advice and answer client's bookkeeping and tax questions.

• Review individual and business tax returns for completeness and accuracy.

• Review financial statements. 

• Assist with tax research. 

• Complete quarterly projections. 

• Complete tax research related to client's situation. 

• Participate in annual tax education events as directed. 

• Actively seeking updated tax knowledge as required. 

• Maintain client records.

• Actively participate in quarterly and departmental strategy sessions.

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The areas of responsibility will be increased and adapted to the skill and experience of the candidate.

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Ideal Candidate Qualifications and Skills:
 

• CPA or EA license preferred

• Substitute for 5 years or more relevant accounting and tax related experiences

• Minimum of 3 years of work experience

• Experienced with QuickBooks Online and Desktop versions, MS Office (Word, Excel, and Power Point) and Adobe Acrobat. If you have experience with Wave, Xero, Gusto, Google Docs, it's a plus! 

• Ability to follow systems and maintain a quality standard.

• Ability to quickly learn other software as needed.

• Excellent written and verbal communication skills.

• Attention to detail with the ability to proof own work and the work of others.

• Highly motivated, proactive and enthusiastic team player with the ability to work independently.

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Compensation: DOE + Commission

TAX PREPARER

CLOSED

We are seeking a Tax Preparer who can prepare individual and business tax returns. This position works remotely from the comfort of your own home.  

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Primary Responsibilities Will Include:
 

• Assemble documents. 

• Preparation of individual and business tax returns. 

• Complete quarterly projections. 

• Complete tax research related to client's situation. 

• Maintain client records.

• Meet with business owner on a regular basis for review and discussion via Zoom. 

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The areas of responsibility will be increased and adapted to the skill and experience of the candidate.

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Ideal Candidate Qualifications and Skills:
 

• CPA or EA license preferred

• Minimum of 2 years of work experience. 

• Experienced with QuickBooks Online and Desktop versions, MS Office (Word, Excel, and Power Point) and Adobe Acrobat. If you have experience with Xero, Gusto, Google Docs, it's a plus! 

• Ability to follow systems and maintain a quality standard.

• Ability to quickly learn other software as needed.

• Excellent written and verbal communication skills.

• Attention to detail with the ability to proof own work and the work of others.

• Highly motivated, proactive and enthusiastic team player with the ability to work independently.

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Compensation: DOE + Commission

CLIENT SERVICE 

SPECIALIST Closed

The Client Service Specialist provides excellent service, operation and sales support to the firm staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist clients with any service-related issues as well as resolve issues and problems. Builds positive relationships with peers, business partners, and community members while working effectively with others to accomplish firm's goals. 

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Primary responsibilities will include: 

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• Responsible for the day-to-day operations and administrative functions of the firm.

• Work with team members to communicate solutions either directly or indirectly with clients.

• Identify and refer lead opportunities.

• Acts as an onsite dedicated service expert on wide range of client issues.

• Research and resolves client issues in cooperation with team members.

• Adheres to all compliance/risk procedures and follows firm's protocols.

• Participate in projects to improve processes and enhance the client experience.

• Research and resolution of complex client inquiries via phone, cases, and chat.

• Manage online community.

• Interact with online community members. 

• Identify client's business needs and offer appropriate products and services. 

• Attend networking events, seminars, conferences, etc.

• Promote the brand on social media and encourage the community to share positive feedback

• Engage with attendees at events

• Provide feedback and insights about our services

• Provide extraordinary client experience. 

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The areas of responsibility will be increased and adapted to the skill and experience of the candidate.

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Ideal Candidate Qualifications and Skills:
 

• 2 Year College Degree or Equivalent. 

• Proficient and experienced with MS Office (Word, Excel, and Power Point). 

• Experience in written, verbal, interpersonal and customer service skills. 

• Strong attention to detail. 

• Ability to use good judgement in line with firm's policies and procedures when managing relationships. 

• Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills. 

• Maintain a professional demeanor at all times. 

• Strong organizational and time management skills. 

• Ability to think critically. 

• Highly motivated, proactive and enthusiastic team player with the ability to work independently.

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Compensation: DOE + Commission