Accounting Advisor

Job Summary

Our firm is currently seeking a detail-oriented, qualified accounting advisor. The person in this position must have a keen understanding of accounting principles, processing payroll, preparation of financial statements, and QuickBooks. This position works in close partnership with our tax teams and requires effective and timely work while maintaining the highest level of client satisfaction.

At Wymer Brownlee Wealth Strategies we enjoy what we do and the people we do it with. We believe that what we do matters and is exemplified by the level of trust and customer services we deliver to our clients, our team members, their families, and the communities we serve. We support all policies, procedures, and programs which build and sustain our strong internal culture.

Essential Functions and Accountabilities include, but are not limited to

1. Collect, record, and analyze financial information for individuals and businesses inducing, but not limited to, timely and accurately post journal entries, update financial statements, prepare monthly financial reports, calculate payroll taxes, auditing, reconcile balance sheet accounts, sales tax reporting, and maintaining accounts receivable and accounts payable.

2. Carry out financial data analysis and forecasting.

3. Manage and maintain positive client relationships; including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing all information to the client. Respond to all phone calls and emails within 24 hours.

4. Build a confident, respectful relationship with tax and accounting teams.

5. Other accountabilities as required.

Wymer Brownlee Core Values

1. Make it Matter

2. We, Not Me

3. Status Quo is Not Our MO

Supervisory Responsibilities

This position has no supervisory responsibilities

Experience, Education and Licensure

Bachelor’s degree in accounting; a minimum of three years accounting experience in a multi-client, public accounting setting; demonstrated advanced QuickBooks proficiency. Fluency in tax preparation and UltraTax is desired but not required.

Job Type: Full-time

Pay: $56,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• To what degree would you consider your QuickBooks abilities; on a scale of 1 - 10, 10 being an expert?
• Tell us about your payroll experience; how many individual business clients do you currently prepare payroll for and how long have you been preparing payroll in a multi-client, public setting?
• Please tell us about your experience preparing financial statements.
• Do you have a minimum of three years' experience as a seasoned accountant in a multi-client environment?

Education:

• Bachelor's (Preferred)

Work Location: In person

Salary : $56,000 - $65,000