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Senior Accountant/Tax Accountant

Full Time

Updated 8/12/2021

Kent-based CPA practice Clark & Associates CPA P.S. is seeking to add a Senior Accountant/Tax Accountant to serve clients in performing accounting and tax preparation services.  The Accountant will assist in maintaining clients’ QuickBooks files, preparing filings for local, state and federal tax compliance and both prepare and review tax returns.

If you like being challenged and are committed to constant improvement of your process and yourself, then this is the firm for you.  We’re looking for someone who understands fundamental accounting principles and has real world experience in applying those principles to solve business problems.  Our clients come to us for solutions, and this position will play a key role, frequently working directly with clients to determine the best solution for a given situation.

The successful candidate will be the primary point of contact for many new and existing clients, and must have a professional and positive demeanor in person and on the phone.  The firm has a commitment to excellence in all we do, and all employees must commit to upholding and expanding that level of excellence to provide legendary customer service and an outstanding client experience.

Basic functions of the position include:

  • Prepare tax returns for individuals and small businesses.
  • Prepare compliance returns for state excise tax, payroll taxes (state and federal), personal property taxes
  • Prepare W-2s and 1099s each year
  • Monitor and advise clients of updates and/or changes in their filing requirements due to changes in their business or regulatory needs.
  • Assist clients with oversight of their QuickBooks records, both online and desktop; perform and/or review account reconciliations, chart of accounts maintenance
  • Other tasks as assigned – we are a small office and the term “not my job” does not apply here.

Skills considered critical to the successful execution of the position include, but are not limited to:

  • Bachelor’s degree in Accounting is required; qualification to sit for CPA exam strongly preferred
  • CPA credential preferred; Candidates who previously earned the CPA credential but which is now inactive are encouraged to apply.
  • Experience in the preparation of individual tax returns, with an understanding of the tax code, forms and regulations; understanding of rules for corporations and partnerships and experience with business tax returns is preferred.
  • Experience and proficiency with QuickBooks, both desktop and Online, is essential
  • One year of experience working in public accounting previously is preferred
  • At least 3 years overall experience in an accounting role is required
  • Must be a thought leader when it comes to technology – candidates should be tech savvy generally, and be willing and able to be self-directed and motivated to find new ways of achieving higher efficiency throughout the office operations. The firm leverages technology heavily and all employees will be expected to consistently contribute to increased efficiency and troubleshoot any issues with hardware and software.   We often coach clients on the technical aspects of their software solutions as part of our client experience, making this a critically important set of skills and attitudes.
  • Excellent oral & written communication and interpersonal skills are necessary.
  • Be able to work in an environment with many interruptions and multitask with composure, able to manage multiple ongoing projects at the same time while maintaining control and workflow efficiency.

Applicants will need to pass a criminal background and credit check, and be willing to sign non-disclosure and non-solicitation agreements.

Position is full time; we keep normal business hours outside of tax seasons.  Tax season volumes necessitate additional work demands on all staff at times to meet filing demands and sustain service levels – key attitude here is flexibility.

Salary and job title depending on experience and skill set.  High performing individuals contributing to the Firm’s bottom line will be compensated accordingly.

We offer company paid medical, dental and vision, long term disability, and group term life.  The position is eligible for two weeks paid time off annually plus seven paid holidays.

Administrative Assistant

Full Time

Clark CPA is seeking a full-time Administrative Assistant to support the Firm in various ways. This position is great for candidates with previous client-facing office experience and an interest/experience in accounting or tax. This is a great position for someone looking to establish a career in the accounting field in a professional and dynamic workplace with many opportunities to learn new skills and make meaningful contributions to our team.

Our ideal Administrative Assistant has:

  • 2-3 years of administrative experience dealing directly with clients and the public. Alternatively, customer service experience in a non-administrative role may be paired with less administrative experience to meet the overall experience criterion.
  • Above average skills with Adobe Acrobat and Microsoft Office Suite including Excel
  • Previous experience with CRM software (Salesforce, Centricity, Zoho, OfficeTools, etc). The program itself is less important than the ability to learn and navigate this type of system.
  • Prior job history of providing direct support to a company owner or C-level executive
  • No fear when it comes to making or answering phone calls. While you won’t be cold-calling, a great phone presence is critical when interacting with our existing client base and assisting potential new clients.
  • Sales and/or appointment setting experience.
  • The ability and desire to learn new systems and do your own research to familiarize yourself with our programs, processes and best practices in the accounting industry.
  • Ability to understand the importance of direction, focused attention and taking notes. There will be interruptions and you will have to be able to adjust the day around new priorities popping up.

In a typical day, you will:

  • Answer phones and greet walk in clients
  • Trigger the filing of tax returns, and package completed returns to send to clients
  • Prepare invoices via our CRM system
  • Schedule and confirm appointments
  • Assist clients with questions regarding the status of their projects.
  • Take detailed messages and resolve as many inquiries as possible before transferring a call to the principal CPA.
  • Take calls from potential new clients directed to us from the web or referrals from past clients or networking partners. You will describe our services, answer their questions, and get information from them about how we can help them with their accounting needs.
  • Respond to new client inquiries from email, our website, and Yelp.
  • Email: Send confirmations of appointments, payments, firm requests to client, onboarding information, sort incoming files, manage assignments, receive/transmit faxes.
  • Compile, copy, sort, and file records of office activities, sales follow up actions, business transactions, and other activities. Operate office machines, such as copiers and scanners, fax machines, voice mail systems and personal computers.
  • Maintain forms libraries and make updates as needed
  • Maintain CRM and status of client projects; assist owner in prioritizing and optimizing workflow.
  • Provide recommendations for updates to various social media sites and the company website to keep content fresh and reach expanded target audience
  • Required skills to be successful in this position:
  • Associates Degree or Bachelor’s Degree strongly preferred
  • Excellent oral & written communication and interpersonal skills are necessary.
  • Must be highly organized with a strong commitment to customer service, attention to detail and have strong computer skills.
  • Must be comfortable and experienced in the Windows operating realm – we don’t use Macs here
  • Demonstrate strong keyboarding/typing and 10-key skills
  • Demonstrated knowledge of word usage, grammar and punctuation, and the ability to review and edit documents for grammatical context to meet professional standards. This is a professional office, and everything that goes out makes a statement about the Firm and its overall level of professionalism and attention to detail.
  • Be able to work in an environment with many interruptions and multitask with composure.
  • Must recognize the sensitivity of the client data being handled, and do so with the utmost discretion and professionalism. Prior applicable experience could include medical, legal, or other office experience that includes interacting with clients/patients daily and/or work experience as an Executive Assistant with a variety of responsibilities. Any prior experience in an accounting firm or an interest in accounting is a plus. This list is not exhaustive – if you have other experience that you know makes you a strong candidate for this position be sure to tell us about it in your cover letter.
  • Troubleshoot problems involving office equipment, such as computer hardware and software. What is important is that you are willing to try to fix things and know who to call when it is out of your expertise
  • Other tasks as assigned – we are a small office and the term “not my job” does not apply here.
  • Interested parties should specifically include in their cover letter information how they are uniquely qualified for the multi-faceted aspects of this position. Examples of previous work in marketing or social media is a plus.

Applicants will need to pass a criminal background and credit check and be willing to sign non-disclosure and non-solicitation agreements. Position is full time, 40 hours per week, normal business hours, some Saturdays during tax season.

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