We're on the cutting edge of advanced proactive wealth and tax strategy development and implementation. We specialize in helping Professional Service providers, Entrepreneurs, eCommerce and Real estate investors minimize their tax liability to $0, and we're 1 of only 10 Mastery level members in the country providing clients these tools that allow them to reach their financial goals faster.
The client base is virtual and so is the workplace. Working from a home remote office environment encourages independence and work-life balance.
About the Accountant Role
We have a unique opportunity for an Accountant who will be responsible for working on accounting and bookkeeping tasks for our client accounts.
Typical Responsibilities Include:
- Monthly Bank Account Reconciliation: Diligently ensuring all banking transactions are accurately recorded and reconciled monthly.
- Annual Bookkeeping Clean-Up: Conducting thorough reviews and clean-ups of financial records annually to maintain accuracy and compliance.
- Posting Adjusting Journal Entries: Skillfully making necessary adjustments to the financial records to reflect accurate accounting data.
- Troubleshooting Accounting Issues: Efficiently resolving various accounting problems caused by client activities, ensuring seamless financial operations.
- Summarizing Value for Clients: Regularly compiling concise reports that clearly outline the value provided to each client, including accurate and timely analysis of relevant KPIs. Addressing deviations from expected performance metrics when necessary.
Why You Would Want to Work with Us
We are recognized as one of Inc. 5000's fastest growing private companies. We strive to offer every employee significant growth opportunities with well-defined and documented advancement guidelines, and a team-centered environment.
Requirements
Educational Requirement:
- Must possess a 4-year degree in Accounting or related field.
Professional Writing Skills:
- Strong capability in professional communication, with an emphasis on clarity and precision.
QuickBooks Pro Advisor Designation:
- Required certification demonstrating proficiency in QuickBooks.
Availability:
- Ability to attend weekly team and one-on-one meetings.
Experience in EOS Model:
- Familiarity with the Entrepreneurial Operating System (EOS) for performance measurement is preferred.
Compensation and Benefits
- Competitive pay based on units of production rather than the time spent on tasks, encouraging and rewarding efficiency.
- Flexibility and work/life balance where you choose your own schedule.
- Weekly team training sessions.
- Opportunity to work with a talented and forward-thinking team.
- Team environment.
- Flexible schedule.
- Work from home.
Schedule:
- Day shift.
- Evening shift.
- Monday to Friday.
- Weekend availability.
Upon applying, we have a basic skill assessment for you to complete. Once this is done, we will review everything to determine whether your experience looks to be a strong fit and will be in touch to move on to additional steps in the process. Thank you for your interest in working with us!
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