Introduction to Venture Tax Services, Inc.
Venture Tax Services, Inc. (VTS) is a well-established boutique tax firm and independent multi-family office that provides professional support and helps manage the finances for a small group of Ultra High Net Worth families. Our service lines include income and estate tax planning, accounting and financial reporting, tax compliance, and sophisticated financial planning. We are committed to delivering exceptional service and building long-term relationships with our clients. As a remote firm administrator and bookkeeper, you will play a vital role in supporting the administrative duties of our firm and contributing to the success of our clients.
Job Overview
We are seeking an experienced and motivated firm administrator and bookkeeper to join our team on a full-time or part-time basis. As a remote employee, you will have the flexibility to work from the comfort of your own home and enjoy a better work-life balance. The ideal candidate will have a strong background in accounting, bookkeeping, and administrative support, with excellent organizational and communication skills. If you are a detail-oriented and organized individual with a passion for numbers and administration, we encourage you to apply for this exciting opportunity.
Key Responsibilities
- Oversee and support administrative duties of the firm, including receiving and sorting incoming mail, managing outgoing mail, and performing clerical tasks such as electronic filing and scanning of documents.
- Maintain accurate and up-to-date bookkeeping records for the firm, including accounts receivable and accounts payable, using QuickBooks and Excel.
- Assist with budgeting and financial record keeping, including preparing monthly reports and tax returns for firm clients.
- Manage tax projects, including client management, assembling, tracking projects, and creating reports.
- Assist with tax return processing and filing tax returns, ensuring accuracy and attention to detail.
- Provide administrative support as necessary, including answering emails and phone calls, and performing other tasks as required.
Essential Qualifications
- CPA or public accounting (tax) office management experience is required, with a minimum of 2-3 years of experience in a similar role.
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint), with advanced skills in Excel and QuickBooks.
- Familiarity with accounting and tax software, such as QuickBooks, Xero, or TurboTax, is a plus.
- Strong organizational skills, with the ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Excellent communication skills, both written and verbal, with the ability to communicate complex financial information to clients and colleagues.
- Attention to detail and accuracy in all work performed, with a high level of integrity and confidentiality.
- Associate or bachelor's degree in accounting or a related field is a plus, with a minimum of 60 credits in accounting or a related field.
Preferred Qualifications
- Experience working in a remote or virtual environment, with the ability to work independently and manage time effectively.
- Familiarity with cloud-based accounting and bookkeeping software, such as QuickBooks Online or Xero.
- Knowledge of tax laws and regulations, including income and estate tax planning, and tax compliance.
- Experience with financial planning and analysis, including budgeting and forecasting.
- Certifications such as CPA, CMA, or EA are a plus, with a minimum of 2-3 years of experience in a similar role.
Skills and Competencies
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and identify trends and patterns.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work in a fast-paced environment, with multiple priorities and deadlines, and manage stress effectively.
- Strong attention to detail and accuracy, with a high level of integrity and confidentiality.
- Ability to learn and adapt to new software and technologies, with a willingness to continuously improve skills and knowledge.
Career Growth Opportunities and Learning Benefits
At Venture Tax Services, Inc., we are committed to the growth and development of our employees. As a firm administrator and bookkeeper, you will have the opportunity to work with a talented team of professionals and develop your skills and knowledge in accounting, bookkeeping, and administrative support. We offer ongoing training and professional development opportunities, including webinars, workshops, and conferences, to help you stay up-to-date with the latest trends and technologies in the industry. With our flexible and supportive work environment, you will be able to achieve your career goals and advance in your career.
Work Environment and Company Culture
Our company culture is built on a foundation of integrity, respect, and teamwork. We value our employees and recognize their contributions to the success of our firm. As a remote employee, you will be part of a virtual team that is committed to delivering exceptional service and building long-term relationships with our clients. We offer a flexible and supportive work environment, with regular check-ins and feedback, to ensure that you have the resources and support you need to succeed. Our company values include:
- Integrity: We are committed to honesty, transparency, and ethics in all our interactions.
- Respect: We value and respect our employees, clients, and partners, and recognize their contributions to our success.
- Teamwork: We work together as a team to achieve our goals and deliver exceptional service to our clients.
- Excellence: We strive for excellence in all we do, and continuously improve our skills and knowledge to stay ahead of the curve.
Compensation, Perks, and Benefits
We offer a competitive salary range of $41,000 to $65,000 per year, depending on experience, with a comprehensive benefits package that includes:
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
- Paid holidays
- Opportunities for professional development and growth
Conclusion
If you are a motivated and experienced firm administrator and bookkeeper looking for a new challenge, we encourage you to apply for this exciting opportunity. With our flexible and supportive work environment, competitive salary and benefits, and opportunities for growth and development, you will be able to achieve your career goals and advance in your career. Don't miss out on this opportunity to join a talented team of professionals and contribute to the success of our clients. Apply now and take the first step towards a rewarding and challenging career as a firm administrator and bookkeeper.
Ready to Apply?
If you are a motivated individual ready to contribute to a thriving team, we encourage you to apply now! Please submit your application, including your resume and cover letter, to be considered for this exciting opportunity. We look forward to reviewing your application and discussing this opportunity further.
Apply Now