Careers

• The Staff Accountant position is located in Beltsville, MD
• Core working hours are 9:30 am – 5:30 pm, Monday through Friday
• This position does require pre-employment background checks, education verification, and drug testing.

KEY RESPONSIBILITIES

• Prepares Monthly Journal entries
• Performs Balance sheet reconciliations
• Performs bank reconciliations
• PCards / VISAs (spreadsheets and check runs)
• Serves as a backup for Accounts Payable
• Creates Ad hoc internal and external report requests.
• Complete miscellaneous invoices
• Various tasks for monthly close, ERP implementation, and others
• Tax Preparation for clients during the busy season. 

PHYSICAL QUALIFICATIONS

Must be able to sit 85% of the time; stand/walk 15% of the time; must be able to lift, carry, push and/or pull 30 lbs. All of these requirements are necessary in order to properly accomplish all essential functions within this job description.

QUALIFICATIONS

Bachelor’s degree in finance or accounting and three years experience or an Associates’s degree with 5 years of experience. Must possess strong knowledge of MS Office applications, with a strong emphasis on Excel. Must possess excellent organizational and both verbal and written communication skills.

If this is a good fit, please send a resume and cover letter with salary requirements to wbcpahr@acetaxes.com

CPA Firm needs an organized and efficient Administrative Assistant. We are looking for an individual with:

• College Degree
• 2+ years of administrative experience (experience in tax-preferred)
• Strong written and oral communication
• Outstanding customer service and administrative skills
• Excellent Phone Skills
• Willingness to work long hours during tax season (September-October)
• The ability to multi-task in a fast pace environment
• The Ability to follow guidelines and direction
• Excellent time and attendance commitment
• Maturity, Sense of Responsibility, a good team player (This is a Must)
• Willingness to go through 4 hours of skills testing.

The Administrative Assistant will take on the following tasks: 

• Reception (Front Desk). Greet clients as they arrive at our office.
• Answering phones and Check messages.
• Schedule and confirm appointments; prepare documents for appointments
• Assist team with projects, assembling tax returns, scanning client information, and other administrative duties.
• Monitoring and procurement of all office supplies
• Maintain Office filing system
• Preparation of mailings and assembly of tax returns & financial statements.
• Running firm errands
• Ensure office space presentable at all times.
• Assist Tax Accountants as needed

If this is a good fit, please send a resume and cover letter with salary requirements to wbcpahr@acetaxes.com

The goal of the Business Development Area of Responsibility is to ensure excellent service standards, respond timely and efficiently to client inquiries and maintain high client satisfaction.  This department also will set the standard for excellence in client service company-wide. 

The Business Development Associate will focus on all aspects of customer satisfaction and care, internally and externally. This role will foster positive relationships with clients, employees, JV Partners, and all constituents.  This position will also develop programs consistent with the company’s goals that foster a superior client experience. 

A Business Development Associate will oversee, manage, and will also resolve escalated customer inquiries. This includes setting and monitoring targets and KPIs, along with motivation and support to ensure service delivery is at its highest level.  This role should strive to improve internal processes, improve business reporting, and overall business knowledge of the industry.  This position also manages external customer expectations and internal service delivery ensuring a positive experience on behalf of the company.  

Duties and responsibilities

1. Identify new sales leads through emails, prospect calls, and club meetings
2. Pitch products and/or services to prospects and various clubs
3. Maintain fruitful relationships with existing customers 
4. Establish new Joint Venture relationships with industry partners 
5. Handle all administrative and operational duties involving prospects, sales, and marketing

Day-to-day duties:

• Research organizations and individuals online and offline channels to identify new leads and potential new markets
• Contact potential clients via email or phone to establish rapport and set up meetings
• Plan and oversee new marketing initiatives
• Attend conferences, meetings, and industry events
• Draft JV agreements with industry partners
• Provide administrative support as needed
• Event Management and Coordination 

Qualifications

Bachelor’s degree or equivalent experience. 2+ years of marketing and sales experience a plus. 

Additional Qualifications;

• Must have superior communication (oral and written) and interpersonal skills
• Strong phone contact handling skills and active listening.  
• Must have demonstrated experience building strong relationships both internally and externally
• Willingness to travel at least once per week to local and regional club meetings
• Advanced technical skills along with strong skills in Microsoft Office and other CRM and project management software.  
• Experience of working within a busy, fast-paced, and demanding environment with the ability to work accurately and within strict deadlines
• Ability to multi-task, prioritize, and manage time effectively 

Working conditions

Fast-paced, multi-tasking environment.  

Physical requirements

Long periods of sitting. 

If this is a good fit, please send a resume and cover letter with salary requirements to wbcpahr@acetaxes.com

Are you looking for an exciting career in serving business owners to navigate the intricate world of tax planning? Then Wealthbuilding CPA is just for you…we’re more than just taxes!

We are a tax planning accounting firm seeking a recent college graduate in the accounting field looking to discover your passion helping business owners grow their business through proactive tax strategies throughout the year. We work primarily with real estate professionals filing rental and rehab tax returns.

As a Tax Accountant you will:

Complete corporate and partnership tax returns
Complete individual tax returns
Assist with preparing tax planning strategies for clients for getting the greatest return on their business investment
Assist with other tax related projects
Work on multiple client engagements in a variety of industries

Qualifications:

Bachelor’s degree in accounting preferred
CPA License Required
4+years of small business and individual taxes, Financial Statements and Year-End Taxes
Client-service oriented attitude, commitment to teamwork
Strong analytical abilities /attention to accuracy
Self-motivated work ethic, and ability to think independently
Strong communication and interpersonal skills
Proficient working in Microsoft Office Suite
Drake Software experience a plus
Must be willing to take a 2-4 hour tax preparation test.

If this is a good fit, please send a resume and cover letter with salary requirements to wbcpahr@acetaxes.com

Are you looking for an exciting career in serving business owners to navigate the intricate world of tax planning? Then Wealthbuilding CPA is just for you…we’re more than just taxes!

We are a tax planning accounting firm seeking a recent college graduate in the accounting field looking to discover your passion helping business owners grow their business through proactive tax strategies throughout the year. We work primarily with real estate professionals filing rental and rehab tax returns.

As a Tax Accountant you will:

Complete corporate and partnership tax returns
Complete individual tax returns
Assist with preparing tax planning strategies for clients for getting the greatest return on their business investment
Assist with other tax related projects
Work on multiple client engagements in a variety of industries

Qualifications:

Bachelor’s degree in accounting preferred
CPA License Required
4+years of small business and individual taxes, Financial Statements and Year-End Taxes
Client-service oriented attitude, commitment to teamwork
Strong analytical abilities /attention to accuracy
Self-motivated work ethic, and ability to think independently
Strong communication and interpersonal skills
Proficient working in Microsoft Office Suite
Drake Software experience a plus
Must be willing to take a 2-4 hour tax preparation test.

To learn more about the Premium Revenue Share Partner Program, click here.

If this is a good fit, please send a resume and cover letter with salary requirements to wbcpahr@acetaxes.com