We’re looking for a client-facing accountant to join us in our Bozeman office as we focus on our growing niche of advising business owners and their businesses. Because you’ll need to get up to speed quickly and work directly with clients, you should have at least five years of accounting experience, be strong in QuickBooks and tax preparation, and have a current CPA license. Initially, you'll be working closely with other team members to better understand our processes and our clients. As you become familiar with things, you'll be expected to manage your workload on your own while still asking questions and getting feedback when needed.
On a typical day, you’ll be checking in with clients through Basecamp, reviewing and updating their books in QuickBooks Online after syncing with ReceiptBank, assisting other staff members with questions they have, putting together a client’s monthly performance report in Fathom, and maybe even having a one-on-one session with them in the office or through Hangouts to go over their monthly performance. Occasionally you’ll also help onboard a new client and get them set up and comfortable with our processes and technologies (such as transferring their books to QBO). Occasionally, and especially during tax season, you’ll also be meeting with tax-only clients and helping prepare their tax returns.
We believe in taking care of our staff. In addition to our lower hours, flexible and limited schedules, and remote capabilities (you'll be able to work remotely one to two days each week), other benefits we offer are paid continuing education and licensing fees, health and dental insurance, a 3% company-matching SIMPLE IRA plan, eight paid holidays, and paid time off. You’ll also be eligible to participate in our performance-based bonus plans.
We’re looking for someone who’s ready to do the best work of their career and become a centerpiece of our firm for the long-term – without risking their health, sanity, or life outside of work. We don’t buy into the idea that working hard means working late or working weekends – unless it’s by choice. We don’t live to work; we work to live. We don’t work 60- or 80-hour weeks during tax season and we don’t work overtime outside of it. We choose to be small because it allows us to set our own course given what’s best for our clients and ourselves. During tax season, you'll be working up to 40 hours each week. Outside of tax season, you'll be working 32 - 40 hours per week, depending on your wants and needs.
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