ABOUT EVEXIA ACCOUNTING Looking for something new in the world of Public Accounting? Evexia Accounting is a "No Burn Out" Tax & Accounting company, partnered with our sister company Evexia Wealth. Evexia Accounting is centered around a vibrant Team Culture, leveraging the best of technology, and laser-focused on Team and Client Experience. We are looking for growth-minded individuals, who want to grow both personally and professionally, make a difference, and elevate Client Experience to a new level.Accountant
ROLE PURPOSE
The primary responsibility of the Accountant is to curate insanely awesome experience for clients in the planning and execution of their tax returns through expert coaching, clear communication, and reliably accurate work product.
COMPENSATION
80k – 110k Annual Salary
401(k) + Matching
Access to Evexia Healthcare Programs
Flexible Spending Account
Generous Paid Time Off
Parental Leave
Professional Development Opportunities
REPORTS TO
Evexia Accounting CEO, Ben Laws
KEY RESPONSIBILITIES
Prepare Tax Returns and Other Documents Related to Taxes
Prepare Financial Statements and Reports
Maintain Financial Records and Accounts
Ensure Accuracy of Financial Data and Compliance with Applicable Laws and Regulations
Meet with Clients for Tax Planning & Coaching
Provide Guidance & Direction to Data Processor(s)
Provide Guidance & Direction to Bookkeeping & Payroll Specialist
Meet with Clients for Monthly and Quarterly Meetings
Document Billing Information
Help grow Evexia Accounting Through Referrals
Other Responsibilities, as needed
QUALITIES & QUALIFICATIONS
Systems Understanding: Learns and understands Evexia Accounting backstage processes and systems. Has amazing ability to anticipate and sidestep issues so that matters are taken care of quickly and efficiently. Committed to expanding knowledge and capacity.
Flexible: Is able to work with clients and team through the twists and turns of client requests and company growth. Is willing and able to change gears quickly. Can adapt to different people, styles, and projects.
Superb Communicator: Is able to communicate patiently with a variety of people. Frequently and consistently communicates well with the team and clients.
Results-focused: Does whatever it takes to get the result and doesn’t take things personally along the way. Is aligned with the Evexia vision and determined to get a quality result. Team player excited about growing success for clients and Evexia Accounting.
Multi-capable: Is a quick thinker who jumps in when needed. Is capable in many areas – is multi-talented. Is confident and calm under pressure.
Organized: Has strong organization skills applied to the management of client information, calendars, and Evexia Accounting backstage processes.
Maintenance Master: Has superb client account maintenance skills as well as continuous and consistent follow through on client transactions.
Experience Expert: Maintains an intentional focus on the excellence of our client experience.
Detail-Oriented: Pays careful and consistent attention to all key responsibilities.
Tech-Friendly: Values the role that technology plays and is willing to explore and learn the everchanging technology and systems.
Quick & Independent Learner: Is able to learn by doing, using written documentation and internal/external people resources as needed.
Exhibits Entrepreneurial Attitude
o Create value.
o Take initiative
o Focus on Results
o Have an Ownership Attitude
o Be in alignment.
o Be a partner.
o Take action.
o Be open.
o Communicate.
o Have patience and compassion.
o Don’t give up.
Lives in alignment with Evexia Core Values
o We are heroes for others.
o We start everyday with batteries included.
o We focus on a bigger and better future.
o We know and grow our Talents + Passion.
o We create value in all we do.
o We curate insanely awesome experience.
o We tackle big challenges.
o Integrity shines through in everything we do.