Account Specialist

We're looking for an exceptional Account Specialist to join our team. We are a tight-knit, fast-growing firm seeking someone who is eager to learn, create clarity in complex circumstances, and contribute to a culture of encouragement and growth. We also value work/life balance and make it a top priority.

The Account Specialist performs accurate and timely client work including payroll, bookkeeping, tax planning support, tax return preparation, and general client communication. This role is a vital part of the team and works closely with Account Managers to support their day-to-day client responsibilities.

• Perform Account Specialist duties as needed to support the firm and its clients.
• Process payroll accurately and on time and manage related payroll tax responsibilities.
• Manage bookkeeping for multiple clients and review financial statements for accuracy and completeness.
• Prepare and enter tax returns for further review by Account Managers.

• Provide additional assistance to Account Managers and help answer phones or cover other tasks as needed to support the smooth operation of the office.
• Provide outstanding service in every client interaction and look for opportunities to improve clients’ financial well-being.
• Resolve client service issues constructively and professionally, with compassion and respect.

• Follow established firm policies, procedures, and processes.
• Dedicate time to self-development to increase job skills and knowledge.
• Successfully complete annual professional continuing education and internal training.
• Contribute to and support a positive work environment that promotes an effective, high-performing, and cohesive team.

• Excellent people skills and the ability to build and maintain constructive relationships with coworkers and clients.
• Strong proficiency with Excel and Quick Books, along with the ability to learn new software quickly.
• Strong technology skills, including the ability to learn, use, and help others effectively use software solutions.
• Professionalism, sound judgment, and the ability to create clarity in complex circumstances.
• Availability to work full-time with flexible hours.
• Competitive pay based on experience and qualifications.
• Comprehensive benefits package including medical, dental, life, dependent care benefits, paid time off, and maternity/paternity leave.
• Simple IRA matching.
• Available to work full-time, with flexible hours and overtime as needed (Tax season requirements will not exceed 53 hours per week). We emphasize a strong commitment to work/life balance.
• Professional growth and development opportunities.

We welcome candidates who enjoy learning, solving problems, serving clients well, and contributing to a supportive, growth-oriented workplace.

The Company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.