Job Description

WHO ARE WE?

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:

• Existing CPAs – AICPA, MICPA & 1 Networking Group Membership, Required CPE & CPA License Fees
• 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, 100% covered medical benefits (100% Dental/Vision) and

60% for family, 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

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