A LITTLE ABOUT US:
Patton Accounting & Tax, PLLC is a remote accounting firm that offers bookkeeping and tax services to entrepreneurs. Within the firm we value high quality work, intentional living, work/life balance, and aim to provide an uplifting work environment for both our team and clients.
A LITTLE ABOUT THE ROLE:
Role - Account Manager / Bookkeeper:
- We are looking for someone who is friendly, communicative, eager to learn, detail-oriented, and hard-working. This person must possess the ability to multi-task. The right candidate will have a strong desire to learn and grow with the firm.
- This role is not just about bookkeeping. You are expected to be the Account Manager for each client assigned to you which means you will be their main point of contact and expected to answer their questions, coach them through financial discussions, and support them in their life and business. It is important that you care about our clients and put time into understanding their businesses.
- We expect you will manage somewhere between 14-18 clients at a time. You will be responsible for each client's bookkeeping, reconciliations, sales tax, payroll, tax strategy, and client communications (communications are mainly done via email but occasional zoom meetings are required) (no A/P or A/R is involved)
- A minimum of 2 years experience bookkeeping, managing multiple client accounts, and using QuickBooks Online is required
- Since this is a remote position and all work is done virtually via computer access, an at-home work space is required. It is important that all applicants are tech savvy, have a high degree of computer literacy, and can stay motivated while working alone or with a team.
- Excellent written and verbal communication skills are expected.
- Basic knowledge of taxes is required as you will be expected to answer client questions such as "can I write this off?" (some tax training can be provided)
- This position requires a minimum of 20 hours/week and a maximum of 40 hours/week
- Salary DOE
- Since we deal with sensitive client information, background checks will be performed before you can be hired
- Training will begin at the end of October. Clients will be assigned at the beginning of November.
A LITTLE ABOUT THE CULTURE:
Skills can always be taught which is why culture and vibes are everything to us during the interview process.
We are looking for someone who we want to spend time with and who our clients would look forward to talking to. We want someone who is honest, friendly, and easy to get along with. We are looking for someone who communicates clearly and openly. Growth mindset is very important to us. We intentionally seek out applicants who belief in personal growth and want to contribute to the growth and learning of those around them.
Work comes second to family and life (always) and we strongly believe in boundaries, dreams, and ambitions outside of work. You will often see kids on our meetings or team members taking calls from outside. Each team member is provided the flexibility to set their own schedule and hours and take time off when needed, so long as it does not affect deadlines or the quality of their work. While a relaxed, uplifting work environment is important to us, we still maintain expectations for high quality work and output. Should we notice the quality of your work being effected by our relaxed work schedule, we maintain the right to set dedicated work hours and hold you accountable to a structured schedule (please don't make us do this because we hate it as much as you do. Just be responsible and get your work done in a timely manner so we don't have to babysit you. Thanks!)
NOTE: THIS IS AN EMPLOYEE POSITION FOR US BASED WORKERS. WE WILL NOT BE HIRING ANY CONTRACTORS AT THIS TIME.
Job Types: Full-time, Part-time
Pay: $50,000.00 per year
Benefits:
- Flexible schedule
- Paid sick time
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Work from home
Schedule:
- Monday to Friday
- Weekends as needed
Application Question(s):
- What interests you most about this role?
- What does your ideal job look like? As in, what kind of work are you doing? Are you in meetings or working behind the scenes? Is the job redundant or does it test your skills? What lights you up? How many hours are you working? What is the compensation? Tell us everything!! We want to make sure the candidate we choose is happy working here.
- Do you have experience being a full-charge bookkeeper and managing multiple client accounts? Please give a brief description.
- Do you have experience preparing taxes or are you interested in learning tax preparation? (note, this is not required for the bookkeeping position, we are simply asking because we're curious. We are an accounting AND tax firm and are open to cross training team members who have a desire to learn both bookkeeping and taxes.)
Education:
- High school or equivalent (Required)
Experience:
- QuickBooks Online: 2 years (Required)
- Bookkeeping: 3 years (Required)
Work Location: Remote
