Vacancy expired!
Our Story |
Hi! My name is Christine, and I absolutely love helping people achieve their life goals. I started a boutique accounting practice 9 years ago with the belief that highlighting ones priorities can help redirect them toward their goals.
Our Purpose |
We provide an efficient outsourced accounting team so that our clients can understand their financial health, and make faster, higher quality decisions. This happens by implementing our proactive digital approach to accounting and tax planning, from which our clients gain CFO-level insights into their business that will create positive momentum toward their personal & business goals.
Our clients have started small businesses or have begun to build their personal investment portfolios and desire workflow efficiency, increased cash-flow, and enough financial success to achieve their personal goals. We take the guess-work out of tax compliance, and translate the language of accounting into useful information.
Our Promise |
We promise every client who works with us will ultimately feel better about their finances.
We promise we will genuinely listen so we can identify the best course of action.
We promise to work efficiently to ensure that information is delivered in a way to create and maintain momentum.
Were looking for an experienced Operations Assistant to help us achieve Our Promise with our clients!
If youre interested in becoming part of our small team, we are looking for:
- Someone who appreciates our vision & can get to work & start contributing to it immediately
- A team player that thrives being apart of a close team but is also an expert self-organizer
- Someone who has proficient working knowledge of Microsoft office suite.
- Someone who is a strategic thinker and has had at least 2 years of experience in creating and maintaining internal workflow, ideally by using online project management or CRM software.
- Someone that thrives in an environment of establishing and working toward goal achievement.
- Someone with the ability to be patient, empathetic, accurate, compassionate, responsive, resourceful, and conscientious to provide excellent customer service and promote team cohesiveness
Specifics |
Internal support works directly with firm management to help execute the vision for the firm and keep the firm running at an optimized level.
They may provide support to other team members, but are responsible for executing the internal objectives of the firm and will therefore not need to take responsibility for objectives that are part of other roles.
The scope of this position is wide in that it collaborates with many other positions, but must remain very focused on a few key priorities in order to maximize effectiveness.
Primary Duties:
- Helping manage IT/Firm Infrastructure and Operations
- Help manage the current CRM (client & project management software) & digital data management to ensure high efficiency
- Liaison between firm and outside service vendors
- Support Firm Management with Internal Projects or Special Projects for clients
- First point of contact on the phone/In person (but then leverages the rest of the team for client requests if not something to handle internally)
- Helping with HR (collecting resumes for new positions)
- Helping organize team job descriptions and create training profiles.
- Setting up client folders (from a technical perspective)
- Oversight of tax return assembly process (along with Firm Management)
Compensation/Benefits:
- Full time | 40 + hours per week
- Bonuses Based on performance
- 16+ days off each calendar year
- Company sponsored education to help you achieve your professional goals
- Being part of a firm that helps small business and individuals view their finances in a positive way for the first time
- $40k - $50k depending on experience
Vacancy expired!