Partner Associate for Virtual Accounting Firm

hace 1 mes


San José, Costa Rica Business Financial Group A tiempo completo

**Job Description: Partner Associate**

**Job Brief**:
We seek experienced Accountant to join our team.

**Job Requirements**:
- Minimum two years of relevant experience.A bachelor's degree in accounting.Strong command over General Ledger.Interest in Taxes.
- Excellent soft skills.

**Responsibilities**:

- **Client Management**:Manage and nurture relationships with existing clients.-
Conduct regular meetings to understand their needs and provide relevant solutions.-
Understand client concerns and resolve them as required.- **Team Coordination**Communicate with a virtual team of Accountants.-
Act as an Intermediary in between Accountants and Clients.- **Sales Collaboration**:
Collaborate with sales personnel to identify opportunities and upsell additional products/services.-
Work closely with the sales team, providing support in closing deals.- **Project Work**:
Perform various financial projects based on your experience and interest, including audits, tax planning, financial projections, consultation, and other related activities.- Ensure compliance with relevant regulations and industry standards.

**Skills Required**:
**Hard Skills**Knowledge in general ledger accounting and financial reporting.Interest in US Individual and Business Tax Preparation.Interest in US payroll and payroll taxes.

**Soft Skills**
- **Leadership**Providing clear direction and guidance to the team members.Leading by example and setting high standards of professionalism.
- **Communication**:
Clear and concise communication (Verbal and written) with team members and clientsActive listening to understand team members' and clients' concerns/queries
- **Time Management**:
Prioritizing tasks and managing time effectively to meet deadlines.Delegating responsibilities efficiently within the team.Balancing multiple projects and tasks simultaneously.
- **Critical thinking**Understand the concerns of Team Members and Clients, analyze, evaluate, and make a reasoned decision.
- Presents analyses and recommendations clearly and understandably.

**Technical Skills**Preferably, Working knowledge of QuickBooks, Xero or other accounting software.Preferably, experience in US Tax preparation software. (We use Drake Take)Experience in Microsoft Excel and Word.
- Experience in Google Sheet, and Word.

**Remuneration**:
As per the industry standards.

**Requirements**:
- Minimum two years of relevant experience.A bachelor's degree in accounting.Strong command over General Ledger.Interest in Taxes.
- Excellent soft skills.

BS in Accounting



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