Accounting Process Specialist

Interested in supporting accountants and working with a variety of clients? Look no further, we have an excellent Tax Accounting Business Unit.   Believe it or not, we also provide a healthy tax-life balance, a respectful workplace, and still challenging accounting advisor work.

  • A balanced work schedule.
  • Flexible, hybrid work arrangements. We’d prefer to see you in person every now and again, but we’re all over the remote work trend.
  • Plenty of time to recharge with a minimum of three weeks of vacation, plus forty hours of sick time.


We’re big fans of our employees and have an employee-centric work environment. Our belief is if we take care of our employees, they will take care of our clients.

  • Kick-start your career with year-round professional development opportunities that include personalized career coaching, paid Continuing Professional Education, and professional organization dues.
  • An excellent benefits package that includes a 401K Plan with a contribution from the firm, health insurance, a Flexible Spending Account, HSA Dental, vision, life insurance, STD/LTD, EAP, and holiday pay.
  • Love where you work. If we had a word cloud to describe our culture, we could include collaborative, respectful, fun, kind, employee-centric, passionate, and curious.
  • A few more of our favorite benefits and perks include Dress for Your Success-Choose your Attire, the Employee of the Month program, accessible leadership, the opportunity for performance bonuses, and a full schedule of fun social events.

Still with us? Let’s talk shop for a second. Here’s what the day-to-day responsibilities of our Accounting Processing Specialist look like:

  • Ensure receipt of all documents required from clients.
  • Communicate with clients to obtain information and documents necessary and what the expected due dates are.
  • Respond to client inquiries and resolve questions as needed.
  • Enter data and maintain tax records.
  • Proofreading and verifying data.
  • Scan documents for storage into client workpaper files.
  • Provide consistent, professional, courteous, and high-quality support service to both internal and external clients.
  • Create or update work instructions to support accounting processes.

And lastly, if you are excited about this role but don’t meet all the qualifications, we encourage you to apply anyways. Your skills may be transferable or a match for other roles.  We are looking for entry level experience…

    • Basic business, accounting, HR, or bookkeeper experience, or relative experience
    • Equivalent work experience or Associate or bachelor’s degree
    • 1+ years of experience

What do you think?

We aren’t living under a rock. We’ve scrolled through the job postings. Last we checked, there were 1500+ open positions for accountants in our region.

We’re biased, but we think you should work for us. If you made it this far, we’re hoping you might think so too. Here’s one last pitch on why we think you should give us a chance.

At roughly 55 professionals strong, we’re proudly not one of the “big 4,” but we’re also not a one-room office between a pizza shop and a dry cleaner. We offer a one-of-a-kind opportunity to work with a diverse group of talented professionals in accounting and technology. And the chance to collaborate with all of them.

More importantly, we don’t believe in “pencil pushing.” Everyone on our team has the privilege to think through and solve real business problems. Often side-by-side with the business owners themselves.

We advise. We consult. We problem-solve. We’re business advisors first because that’s what allows us to make a difference to the family-owned businesses that serve our communities.

Thanks for reading about our open position. If we sound like the kind of people you want to work with doing the kind of work you want to do, send us your resume, and let’s talk!