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FirstPurpose Wealth strives to complement tax advice with investment advice. We strive to keep our clients abreast of the ever-changing tax code so that they may utilize available current tax breaks and make the best decision possible when it comes to planning for the future. FirstPurpose offers a flexible, fun work environment!
Our core values are: Do Right (do the right thing), Abundance, Teamwork, Initiative, Education and Growth. We strive to implement these values everything we do. If these Core Values align with your own, please keep reading!
Learn more about us at: https://www.firstpurpose.com
Responsibilities
Our entry level tax accountants are responsible for assisting our professional accounting staff, gather and organize documents for tax returns, and following up with clients.
Essential Functions:
- Gather tax documents from clients and prepare them for a tax advisor to process
- Follow up with clients to gather missing data
- Assist in preparing individual tax returns
Qualifications
Education, Experience, and Skills Required:
- 1-3 years of experience with individual tax preparation is required
- Experience with QuickBooks preferred
- Strong technically background
- Strong accounting background
- Ability to organize data and prepare accurate financial statements
- Spanish speaking is a plus
Personal characteristics needed to be successful in this role:
- Self-Starter
- Excellent customer service skills
- Dedicated to doing what is right
- Team player
- Takes the initiative
Other
- Full time (expect 50-55 hours per week during tax season)
Job Type: Full-time
Pay: $55,000.00 – $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus pay
Education:
- Bachelor’s (Required)
Experience:
- Tax experience: 1 year (Preferred)
Work Location:
- One location
Work Remotely:
- No
Work Location: One location
