We aren’t your average accountants. We are technology-forward, and opportunity-driven, and excel at providing outstanding service to our clients and community. We provide tax, accounting, and CFO services to small and mid-sized businesses located throughout the U.S. As a 100% virtual firm, we have been working remotely for the past 17 years with team members spread across the U.S. Headquartered in sunny San Diego, we look forward to welcoming you to one of our upcoming bi-annual firm-wide retreats!
Administrative and Support Services Benefits:
Competitive Incentive Package
Full Benefits Package
Flexible and relaxed small teamwork environment
Consistent Annual Growth / 18+ Years in Business
Management Opportunities & Ongoing Training are Available
Why Working at Profitwise Accounting is a Great Career Choice:
Profitwise Accounting has been providing quality and personalized tax and accounting guidance to businesses since 2004. As a virtual CPA firm based in San Diego, we provide cloud-based accounting and advisory services to clients nationwide. We specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups. Our remote-first business model means that we have experienced, knowledgeable bookkeepers, accountants, and business consultants across the country.
As a member of the Professional Association of Small Business Accountants, we often tap into our national network of accounting firms for additional resources or for a larger knowledge base to help us solve various accounting and tax issues. As a result, our team members have access to a wealth of knowledge and resources to help them provide exceptional service to our clients.
At Profitwise Accounting, we believe in providing a flexible and collaborative work environment where our employees can grow and develop their skills. We offer competitive salaries, ongoing training and development opportunities, and a supportive team culture. As a virtual firm, we value work-life balance and offer a range of benefits including healthcare, paid time off, and flexible schedules.
If you are a highly experienced and motivated tax accountant looking for a challenging and rewarding opportunity with a virtual CPA firm that values its employees, we encourage you to apply. Join our team and help us continue to provide exceptional service to our clients while growing your career in a dynamic and innovative industry.
Administrative and Support Services Overview:
Our enthusiastic Production Support Specialist will screen & route incoming phone calls, perform careful data entry, assist in database maintenance, provide support to clients and team members, and assist with various administrative, accounting tasks, and reporting.
If you are an inquisitive and dynamic individual looking for your place in a company that champions growth, this could be the ideal opportunity for you. Our most successful team members have the potential to grow into management positions within our fast-growing firm.
We are seeking to build a core team of talented individuals to help grow our company to the next level making Profitwise Accounting one of the top small business cloud-accounting firms in the nation. If you have both people skills and technical knowledge and want to contribute those skills to a successful, growing company, contact Profitwise NOW!
Our core values are centered on: serving first, solution seeking, authenticity, continuous self-improvement, humility, and creating a friendly and caring environment. We help our team achieve a flexible work/life balance by utilizing cutting-edge technology that allows our team to be location independent.
Responsibilities of our Administrative and Support Services Specialist:
Provide administrative & customer support across accounting & tax departments
Successfully manage multiple projects and priorities
Perform careful data entry
Digitally track and organize client files
Perform intake of client tax and accounting documents and follow up with clients for missing information
Maintain client database for accuracy and completeness
Maintain client download master list and execute all required actions to maintain electronic data connections
Maintain existing SOPs for internal team and client resources for accurate account access instructions
Download client bank statements
Support new client onboarding
Initiate client w9 requests, manage intake and 1099 input
Process scanned mail and prepare outgoing client mailings
Accounting, bookkeeping, and knowledge of Quickbooks a plus
Desired Experience & Requirements for our Administrative and Support Services:
Proficiency in MS Office and G-Suite
Excellent time management, organizational, and planning skills, the ability to multitask and prioritize work in a fast-paced environment
Attention to detail and problem-solving skills
Tech Savvy, ability to learn new cloud-based software applications quickly.
Excellent written and verbal communication skills
We love people who are personable, hardworking, and who can clearly and effectively communicate with clients and team members
Entry-Level (1 – 3 years)
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