WHY: We exist to grow family legacies, and in doing so, will redesign the structure of public accounting.

HOW: Through passion, generosity, and expertise.

WHAT: We are accountants that offer concierge-level service.

The associate will help us carry out our mission by 1) having a passion to learn and 2) providing an excellent service to our clients. They will receive countless hours of training and one-on-one coaching (generosity of time, by both coach and coachee), ultimately leading to a breadth of expertise in their practice area.

Responsibilities:

• Develops an understanding of the business and the Associate role.
• Develops technical skills both on the job and through formal learning channels.
• Works as an effective team member to complete project components and assignment tasks.
• Seeks to gain knowledge of client businesses.
• Effectively documents work.
• As a member of the team - implements solutions for clients.
• Identifies task issues as well as task progress in a timely and organized manner.
• Works hard, putting in extra effort when necessary to complete assignments within given deadlines.
• Actively self-starts, doesn't need to be explicitly told to put in effort; when set, meets weekly/engagement hours expectations.
• Volunteers for additional work when there is capacity; raises concerns when well over capacity.
• Participates in office wide initiatives – events, volunteering etc.
• Helps new hires and interns integrate, teaching them about their work and making them feel a part of the team.
• Builds strong team relationship skills.

Requirements:

• Bachelor's degree in accounting or finance.
• 1 years of accounting experience, some or all of which was in public accounting.
• Great attitude and willingness to learn!