Accounting/Tax Associate

WHO ARE WE?

WJM CPA is dynamic boutique CPA firm servicing individuals, businesses and their owners with various accounting, tax and business needs. We pride ourselves on assisting clients to achieve their most desired level of success. We're more than an accounting firm.

We work with our clients as their partners, and as if their company were our own. In result, our team works proactively with a forward-thinking mindset. We don't believe that clients should only reach out to us once a year to prepare tax returns.

We work with our clients year-round to help advise them and save tax dollars. We take an educational approach to our services so that our clients know how every transaction affects their bottom line. Communication is of utmost importance, because we understand that our client's business/career is more than just a way to make a living.

Our team atmosphere is positive, enthusiastic, flexible, and hardworking. We all have the will to perform any task asked of us whether we’ve completed the task before or not. Our collaboration style allows for every team member to contribute for consistent and concise solutions.

While we understand a client’s urgency, we keep a relaxed environment to make the office feel like home. At WJM CPA we are a team with leaders looking forward to working together every day while striving to be extraordinary.

WHY CONSIDER THIS?

Culture: Team atmosphere (weekly team meetings & monthly lunch meetings), collaborative, positive, enthusiastic, flexible, hardworking.

Development: Mentorship from the Owner that has a passion for developing every team member and believes in continuing education for all team members, including paying for:
• Existing CPAs – AICPA, MICPA & 1 Networking Group Membership, Required CPE & CPA License Fees
• Aspiring CPAs - CPA Review Program, CPA exam fees (1 attempt), PTO days (day of exam)

Flexibility: Much better work/life balance during tax season, Flexible schedules allowed outside of tax season, Flex Fridays eligible in Summer, opportunities to work from home during off season
Compensation and Benefits: Competitive salary, bonus, 100% covered medical benefits (100% Dental/Vision) and 60% for family, 4% 401(k) match, PTO (Years 1-4 of service gets 2 weeks, Years 5+ get 3 weeks, and part-time positions still get half of these PTO benefits), holidays included, mileage & travel reimbursement, regularly paid for training

WHO ARE YOU?
• Detail-Oriented, including the ability to manage multiple projects
• Customer-Focused
• Results-Driven and Accountable
• Effective Time Manager
• Ability to Work Effectively Independently or as a Team
• Effective Communicator, both written and verbal
• Passionate About Delivering Business Value
• Honesty and Transparency
• Positive Attitude
• The Will to try new challenging tasks

WHAT WILL YOU DO?
Job Summary The Associate position provides support to their direct report/team for a wide array of tax, accounting & business services for clients. This role supports business matters of significance with a willingness to contribute as needed in a dynamic and fast-paced environment. The ideal associate will prepare (possibly review) accounting, financial statements and tax returns while not being shy to take on any role of the client service process.

This role may also prepare for review, bookkeeping, accounting, financial statements, tax returns and other business services that are needed by clients. No task is above or below any position at WJM CPA. Even the owner possesses a “will do” attitude wherever needed in our firm.

We work positively as a team to provide the best working atmosphere and service experience for clients as possible.

Minimum Qualifications
• Bachelor’s Degree in Accounting
• Currently or pursuing Certified Public Accountant license
• Experience with QuickBooks and other accounting software, proficiency in Microsoft Office suite
• Knowledge of the business area and public accounting
• Some experience managing initiatives
• Advanced computer/software skills.
• Maintain a positive attitude, the will to learn new things, and enthusiasm with clients and team
• Passion for providing quality service and working in a team environment to achieve client goals regardless of task

Preferred Qualifications
• 1-3 years of tax experience (preferably) or attestation/accounting experience
• 1-3 years of experience with QuickBooks desktop, QuickBooks Online and industry specific sof

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