This position helps manage the client relationship while maintaining the highest level of client satisfaction. The employee will support the tax and accounting teams as a whole by providing reports, analysis, and other records of client data.
Wymer Brownlee believes that each client deserves a WOW! Experience. The person in this position will sustain that belief through committing to our Mission, Vision, and Values. They will enjoy what they do and the people they do it with while exhibiting a passion to change lives and inspire clients to build “true wealth” – one person, one family, and one business at a time. They will earn the trust and confidence of clients, their families and the community by upholding a personal value system based on honesty and integrity. This employee will support all policies, procedures, and programs which will assist in building and maintaining the positive internal culture at Wymer Brownlee.
Essential Functions and Accountabilities include, but are not limited to
Timely and accurately prepare federal, state, local and special tax returns by collecting and analyzing financial information for individuals and businesses.
Prepare financial statements, reports, and records by collecting, analyzing and summarizing information.
Determine tax liability and prepare funds requests for assigned clients.
Manage and maintain a positive client relationship; including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing all information to the client. Respond to all phone calls and emails within 24 hours.
Build a confident, respectful relationship with Tax team and clients.
Build a demonstrated understanding of Wymer Brownlee products and services.
Maintain professional and technical knowledge and adherence to any and all requirements as they pertain to tax preparation by attending educational workshops, classes; renewing professional publications as necessary.
Maintain required CPE.
Constantly verify quality and accuracy of work.
Participate in team meetings to bring manager up-to-date and to identify any barriers in accomplishing tasks.
Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies.
Other accountabilities as required.
Wymer Brownlee Core Values
Do your best work
Provide opportunity with purpose
Do the right thing
Know no limits
Protect our culture
This position has no supervisory responsibilities
Experience, Education and Licenses
College degree in accounting or related field; 3 years relevant experience, complete understanding of tax preparation – including complex returns, reporting, QuickBooks, review, and tax preparation software; experience in multi-client environment; experience in UltraTax preferred. CPA preferred, but not required.
Accepts personal responsibility for the quality and timeliness of work. Exhibits attention to detail; acknowledges and corrects mistakes. Makes no excuses or casts blame. Carries their fair share of the workload without waiting to be asked to take action. Follows up personally and monitors progress to ensure progressive movement of tasks. Can be counted on to complete commitments without being micromanaged.
Comes to work on time every day. Is fully prepared and ready to work at beginning of work schedule and continues until work day is done. Makes appropriate arrangements when adverse weather or other problems might delay on-time arrival. Conforms to work hours and schedule. Lets supervisor and others know immediately when unexpected problems cause absence, lateness, or the need to leave early.
Builds client relationships; is aware of their needs to meet or exceed expectations; provides a WOW! Experience. Gains client trust and respect. Actively seeks client feedback on quality of service provided. Does not take issues personally and is quick to resolve client concerns. Applies knowledge of products and services to meet client requirements.
Presents ideas clearly and effectively without offending others. Listens attentively and with objectivity; asks good questions. Communicates well verbally and in writing. Keeps supervisor and coworkers informed; ensures information and ideas are flowing in appropriate directions. Identify and communicate any obstacles in accomplishing tasks.
Ethics and Integrity
Builds Trust. Respects and maintains confidentiality. Admits mistakes in spite of the potential for negative consequences. Defines and practices moral and ethical behavior at all times. Avoids situations and associations that could be considered inappropriate. Honest and transparent in all dealings. Upholds and models our core values; acts in such a way as to be the person others look up to.
Job Knowledge and Continuous Improvement
Strives to be an expert in their job and serves as a resource to others to help solve problems and improve performance. Actively acquires new skills and input from others. Views constructive criticism and negative experiences as learning opportunities. Open to suggestions and new ideas. Maintain CPE.
Adapts easily to changing conditions and work responsibilities. Supports the evolution of the firm and those around you. Able to acknowledge and work comfortably with people of differing styles, temperaments, and preferences. Bounces back quickly from setbacks and frustrations.
Dresses appropriately for the position and role. Presents a well-groomed, clean and neat appearance. Appearance does not call undue or inappropriate attention to self. Appearance represents organization well.
Sets high goals and strives to achieves them. Seeks performance feedback and uses it to improve self. Stays on task in spite of distractions and interruptions. Demonstrates persistence; meets deadlines. Exhibits initiative. Has a strong sense of urgency about solving problems and getting the job done.
Is aware of how their job affects coworkers and the morale and heartbeat of the team. Maintains an upbeat, positive attitude. Fulfills commitments to other team members. Puts team success ahead of individual success. Balances team and individual responsibilities. Does not monopolize credit for others work.
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment is typical of an indoor, office setting.
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and depth perception.
If you're the rock star Wymer Brownlee's looking for, please send us a cover letter and resume. We are excited to hear from you. Our commitment to you is that we will respond to your inquiry. A full job description is available on our website at www.wymerbrownlee.com/contact/careers._
We change lives and inspire "true wealth" — one person, one family, one business at a time.
Our efforts have e??arned the trust and confidence of our clients, their families and the communities in which we work.