Would you like to join a firm on the ground level with excellent room for growth?

Do you want to help build it into a thriving growth company?

Then this may be the opportunity for you!

OVERVIEW: We are a rapidly growing accounting and tax firm that exclusively serves small-to-mid sized business clients via three offices across the country. With a strong industry reputation, we have shifted into our next phase of expansion and will be opening a new office in Phoenix, Arizona. 

We are actively recruiting a talented Onboarding Specialist to join our team. This individual will play a pivotal role in helping our Accountants obtain documents and information they need from new clients. This is a team that likes what they do and those they are doing it with. We are team players and value consistent, transparent communication. Every team member is critical and can have a meaningful impact on client success and the firm’s success. The firm is committed to ensuring each team member can thrive by helping to develop their professional skills and providing some of the best continuing education offered. We are proactive problem solvers who create long-term solutions. We have rock-solid systems in place for providing client service that allow for scheduling flexibility and balance (no "fire drills"). We do everything we can to perpetually grow trust from fellow employees as well as clients. 

WHAT YOU’LL DO: As an Onboarding Specialist, you will have the opportunity to contribute to a start-up, highly growth oriented small business accounting and tax firm. Your main responsibilities will be to work with Accountants, obtaining documents and other sensitive information from new clients. You will be part of a high energy, highly collaborative entrepreneurial environment, where your desire to build something special and to grow a firm is just as important as your technical ability! 

WHAT YOU HAVE

• Minimum of 2 years recent experience working with clients in a professional services or hospitality environment

• Experience handling and maintaining confidential financial or legal information

• Excellent organizational and communication skills

• Collaborative attitude with exceptional customer service skills

• Passion for helping small business owners solve problems

• Must be experienced with MS Office

• Desire to learn and grow your professional skills

WHAT YOU’LL GET: The firm will reward your talents with an attractive salary plus bonus. Excellent opportunities to continue your education and be promoted within the firm. You will also receive a competitive benefits package that includes Simple IRA, paid holidays & vacation. This position will be hybrid (approximately 50% in-office, 50% remote) with benefits such as flexible scheduling, and paid continuing education. If you have the skills and energy we need, we encourage you to send your resume.