WellsColeman, an established Richmond based CPA firm, is currently seeking to expand our tax team. We are seeking various levels of experience: Senior Staff Accountant and Staff Accountant. We are a well-respected and growing firm with a history of providing exceptional client services to individuals, closely-held businesses and not-for-profit organizations. Our vision is to be a unique firm where our expertise in tax and accounting provide the foundation for our clients to look to us as business partners. We seek to successfully balance exceptional client service, family focus and the financial success of the firm. In doing so, we focus on attracting and employing the best and brightest talent.
Our values center on Culture, Accountability, Relationships and Excellence:
Culture: We exist to make a difference in the lives of our clients, our team members, and our community and have fun while doing so.
Accountability: We are accountable to ourselves, our team and our clients – we will always work to deliver excellent results in all aspects of our relationships.
Relationships: We believe serving our clients begins with getting to know them. We ask questions and listen to responses. When we give advice, we leave out the jargon and use plain English. We aim to make a difference in our clients’ lives by thinking and dreaming with them. We put ourselves in our clients’ unique situations and provide the guidance we would want to receive. We share our clients’ burdens, and when they win, we win.
Excellence: We strive to always exceed client expectations – delivering high quality work on time, every time.
What makes us different at WellsColeman is that we C-A-R-E. The way we demonstrate that we C-A-R-E is through open, honest and effective communication and action that consistently exceeds the expectations of our team members and clients. We passionately serve firm clients with a sense of urgency. When firm clients win, we win.
We recognize that our future depends on attracting and retaining the best and most talented people. As a 10 time recipient of Virginia Business’ Best Places to Work award, we feel our firm culture speaks for itself.
As a member of our team at WellsColeman you’ll have the opportunity to work directly with partners of the firm and with a variety of clients including individuals and small to medium sized businesses from a variety of industries. We offer a superior work environment, including an open door atmosphere, unlimited growth opportunities, and limited travel.
If you’re a detail oriented, highly organized, excited to learn and grow and desire to join a growing team of outstanding professionals, we’d love the opportunity to talk with you.
Core Competencies For This Role:
- Leadership: Build an Accountable client-focused team that embraces excellence
- Communication: Fosters an Environment of Open, Honest and Effective Communication
- Client Service: Consistently Exceeds Client Expectations – Accountability and Excellence
- Operational and Technical Excellence: Delivers timely and high quality work
- Personal Development: Always Gives Your All and Strives to improve
- Business Development: Leverages Personal strengths to Build Business contacts
Essential Responsibilities Of This Role:
- Culture - Model culture of accountability, client service, teamwork and excellence to team
- Accountability - Takes ownership of work product and timelines
- Relationships - Provide excellent service to clients
- Timely and consistent communication
- On-time and excellent work product
- Develop strong relationship with team:
- Consistent, constructive and open communication with all team members – partners, managers, staff and support staff
- Provide direct, timely and constructive feedback
- Excellence - Establish and maintain a positive work environment
- Maintain excellent and consistent communication with clients, team members and partners
- Effectively manage all time constraints and meet deadlines
- Other responsibilities as needed or requested
Accountable to team members to do your part to deliver for the team and the client
- Participate in community activities and actively participate in civic or business organizations
Required Experience and skills
Experience
- At least 3-5 years of current experience in public accounting, with minimum of 2 years experience in tax preparation
- Licensed Certified Public Accountant or working towards obtaining (preferred)
Knowledge/Skills/Abilities/Attributes
- Fully proficient in Ultra Tax, QuickBooks desktop, Quickbooks online, Excel, AdvanceFlow and GoFileRoom
- Quickly adapts to new technology and stays current with technology changes
- Ability to handle multiple projects at the same time while ensuring quality and timelines
- Ability to work in a fast paced environment in order to meet multiple deadlines
- Extremely meticulous with all work product
- Ability to work independently and prioritize appropriately
- Excellent verbal and written communication skills
- Demonstrate flexibility and teamwork
- Positive & high-energy
Benefits:
- Generous paid time off plan
- Paid holidays
- Medical, dental and vision insurance
- Long-term disability
- Retirement plan benefits
- Dress for your day
- Fun firm and family events
- Coaching/Mentorship
- Flexible work arrangements
- Continuing education courses
WellsColeman is committed to fostering and nurturing a diverse, equitable, and inclusive work environment and we encourage applicants of all backgrounds to apply.
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