Company Overview
At W3 Financial Group, we believe the best careers are built on purpose, passion, and people. Every day, our team helps individuals, families, and businesses maximize and simplify their financial lives through comprehensive wealth management and accounting services.
Together, creating freedom by helping clients maximize and simplify their financial life.
Our success starts with our people. We're committed to building a workplace where talented professionals are empowered to grow, collaborate, and make a meaningful impact. Whether you're launching your career or bringing years of experience, you'll find opportunities to learn, contribute, and thrive alongside a team that genuinely supports one another.
Our culture is guided by the values that define who we are:
- Unique Passion– We celebrate individuality, embrace new ideas, and recognize that every team member brings valuable perspectives and strengths.
- Client Obsessed – Our clients are at the center of every decision. We are dedicated to delivering exceptional service and building relationships that last a lifetime.
- Family Oriented – We care for one another, celebrate successes together, and create an environment where employees feel valued, respected, and supported.
- Great Communicators – We believe trust is built through honest, transparent, and respectful communication with our clients and one another.
- Do What You Say – Integrity is our foundation. We honor our commitments, take ownership of our work, and consistently follow through.
If you're looking for more than just a job, if you're looking for a career with purpose, a culture that invests in your success, and a team that's committed to growing together. We invite you to discover what makes W3 Financial Group different. Join us as we continue creating freedom by helping clients maximize and simplify their financial lives.
Job Summary
The primary role of the Accounts Specialist is supporting clients by ensuring accuracy in payroll, payment management, and maintaining up-to-date billing records while addressing client inquiries, resolving discrepancies efficiently, and assisting with administrative needs as required. This position will collaborate on client management, strategic planning, oversee the preparation of booking & payroll statements, build strong client relationships, manage multiple projects, provide mentorship to junior staff, and ensure smooth operations and high client satisfaction.
Duties
- Processes payroll for clients using various payroll platforms with meticulous attention to detail.
- Manages effective client bookkeeping, reporting, and billing.
- Processes sales tax, CAT Tax, 1099s, and payroll return preparation.
- Operates independently, communicates directly with clients, and completes tasks efficiently.
- Conducts outbound calls to clients to address inquiries and provide timely updates on account status.
- Delivers exceptional client service by addressing needs and resolving issues promptly.
- Supports sales efforts by identifying and pursuing opportunities for upselling and cross-selling services.
- Maintains accurate records of client interactions, transactions, and feedback in the office database.
- Provides accurate bookkeeping services, including bill payments, invoicing, and maintaining financial records.
- Prepares and reviews financial statements, reports, and analyses to deliver actionable insights and identify trends, variances, and opportunities for improvement.
- Enters detailed notes and billing into operating platforms daily to maintain accurate client records.
- Collaborates with internal teams across accounting, tax, and advisory functions to ensure smooth service delivery.
- Trains staff, participates in peer reviews, and contributes to team development.
- Manages client billing, ensuring accuracy and timely delivery of invoices.
- Manages a portfolio of clients, serving as the primary contact and overseeing their accounting and financial needs comprehensively.
- Builds proactive relationships with clients, staff, and the local community.
- Organizes multiple projects to meet deadlines and exceed client expectations.
- Assists with general administrative processes and contributes to efficient office operations.
- Performs other duties as assigned.
Requirements
- Degree in Accounting preferred or 3+ years of experience
- 1+ years of AR/AP preferred
- 1+ years of public accounting experience preferred
- 1+ year of QuickBooks experience
- 1+ year payroll experience
Skillsets
- Platform experience in Practice, GoFile Room, ADP, Thomson Reuters preferred
- Possesses a strong bookkeeping background, including proficiency in QuickBooks Online and QuickBooks Desktop.
- Attention to detail and organization, with a high level of accuracy.
- Ability to work effectively both independently and as part of a collaborative team.
- Proven ability to manage multiple projects and deadlines in a fast-paced environment.
- Strong knowledge of tax laws, accounting principles, and financial analysis.
- Familiarity with tax preparation, compliance, and financial reporting.
- Expertise in accounting software and Microsoft Office suite.
- Savvy with technology and the ability to learn in-house programs and tools.
- Strong communication skills with clients and team members.
Physical Requirements
- Ability to sit for extended periods
- Manual dexterity for using keyboard, mouse, and office equipment
- Strong communication skills
- Mobility for attending meetings and retrieving documents
- Ability to lift light objects (20 pounds)
- Precise hand-eye coordination for data entry and account reconciliation
- Onsite presence as indicated by schedule from HR & Management
Pay: $44,000.00 - $55,000.00 per year
Benefits:
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
