ACCOUNTING & TAX SPECIALIST

We are seeking an Accounting & Tax Specialist.  This role offers a hybrid work arrangement, allowing you to work both remotely and at our Kent office. 

​

Primary Responsibilities:
 

• Review clients’ accounting records using QuickBooks Online and Xero.

• Prepare books for tax preparation. 

• Prepare financial statements. 

• Complete quarterly projections. 

• Prepare federal tax return: 1040, 1065, 1120S and 1120 

• Review individual and business tax returns for completeness and accuracy

• Provide advice and answer client’s bookkeeping and tax questions

• Ensure compliance with local, state and federal government reporting requirements

• Assist with tax research related to client’s situation. 

• Participate in annual tax education events as directed

• Actively seeks updated tax knowledge

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

• Actively participate in quarterly and department team meetings. 

​

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

​

Ideal Candidate Qualifications and Skills:
 

• Accounting and tax preparation require focus and attention to detail. The ideal team member meets these requirements:

• A bachelor's degree in accounting.

• A minimum of 5 years of bookkeeping and tax experience.

• CPA or EA license preferred.

• Proficiency with QuickBooks Online, MS Office (Word, Excel and PowerPoint), and Adobe Acrobat.

• Fluent in English

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

• Meticulous attention to detail including the ability to proof own work and the work of fellow employees

• Excellent written and verbal communication skills

• Strong organizational and analytical skills

• Critical thinking and problem-solving abilities

• Effective task prioritization and adherence to deadlines.

• A good attitude and willingness to foster positive relationships with clients and fellow employees

• Ability to put clients at ease and help them understand our process and how we can help

• Patience and skill in handling difficult clients

• Ability to follow systems and maintain a high quality standard

​

Nice-to-Haves

• The right candidate is tech savvy and has experience with the following programs/apps and has the ability to learn other software as needed, including Drake, Gusto, Xero and ADP.

• With our diverse client base, having an Accounting and Tax Specialist who speaks another language is helpful.

​

BOOKKEEPER

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

​

Primary Responsibilities:
 

• Establish a chart of accounts for clients' books. 

• Maintain client's accounting records using QuickBooks Online. 

• Reconcile accounts. 

• Preparie financial statements and reports. 

• Handle B&O and 1099 Tax Filing. 

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

• Provide general administrative office support and organizing files. 

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

​

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

​

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.

​

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 as well as in our Kent office. 

​

Primary Responsibilities:
 

• 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.

​

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

​

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.​

​

TAX PREPARER

​

We are seeking a Tax Preparer who can prepare individual and business tax returns. This position works remotely as well as in our Kent office. 

​

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. 

​

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

​

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.​

​

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. 

​

Primary responsibilities will include: 

​​

• 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. 

​​

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

​

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.

​​

ADMINISTRATIVE ASSISTANT

CLOSED

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. 

​

Primary Responsibilities:
 

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

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

• Participate in local in-person and virtual networking events

• Maintain and organize client records in our database

• Create marketing materials using Canva

• Assist with event coordination and office operations

• Perform additional administrative tasks as needed

​

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

​

Ideal Candidate Qualifications and Skills:
​

• 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. 

​​

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