Apply Here

‍

About LUCA LLC

At LUCA, we are seeking to redefine the way small- and medium-sized businesses connect with accountants and financial experts. Our clients trust us as their accounting and finance partners. In exchange, we work diligently to bring visibility, scale, and strategic advice to their businesses.

Description

Office Admin: Internal Roles & Responsibilities

Role Purpose

The Office Admin serves as the operational heartbeat of LUCA's Birmingham office, creating an environment where team members can focus on exceptional client service while maintaining efficient, welcoming, and well-organized office operations. This role combines administrative excellence with hospitality mindset, facilities management, and team support to ensure seamless daily operations that reflect LUCA's values and support organizational growth.

Primary Team

Operations Team

The Big Win

Should you excel in this role, the big win is to become the operational backbone that makes everything else possible. You'll create an office environment that feels welcoming, runs smoothly, and enables the team to focus on what they do best: serving clients with excellence. By anticipating needs before they're voiced, solving problems before they escalate, and building systems that work seamlessly in the background, you'll become the person everyone knows they can count on. Your success means team members arrive in a space that energizes them, visitors experience LUCA's culture immediately, and operational challenges are resolved so efficiently that leadership can focus on strategic growth. You'll position yourself as an indispensable operational leader who understands the business deeply and contributes to its success in countless visible and invisible ways.

Core Responsibilities (What You'll Do)

Front Desk & First Impressions

• Serve as the first point of contact for all visitors, clients, and vendors with warmth and professionalism
• Manage front desk operations, including greeting visitors, answering phones, and directing inquiries
• Create a welcoming atmosphere that reflects LUCA's values and culture from the moment someone enters
• Coordinate client meetings, including conference room setup, refreshments, and technology support
• Manage incoming and outgoing mail, packages, and courier services
• Maintain a clean, organized, and professional reception area at all times
• Handle sensitive information with appropriate discretion and confidentiality

Office Operations & Facilities Management

• Oversee day-to-day office operations to ensure smooth, efficient functioning
• Manage office supplies inventory, ordering, and budget tracking
• Coordinate with building management on facility issues, maintenance, and improvements
• Ensure office equipment (printers, copiers, coffee machines, etc.) is maintained and functional
• Manage vendor relationships for office services (cleaning, supplies, IT support, etc.)
• Coordinate office layout changes, workspace assignments, and furniture needs
• Maintain kitchen and common areas in clean, well-stocked condition
• Implement and maintain office policies and procedures for operations

Team Support & Experience

• Support leadership team with administrative tasks, calendar management, and coordination
• Organize team events, celebrations, and office activities that build culture
• Coordinate onboarding logistics for new hires (workspace setup, equipment, access)
• Manage office calendar for conference rooms and shared spaces
• Support remote team members when they're in the Birmingham office
• Coordinate catering for meetings, events, and team lunches
• Handle travel arrangements for team members when needed
• Serve as a resource and problem-solver for team members' operational needs

Administrative Excellence

• Process expense reports, invoices, and purchase orders for office operations
• Maintain organized filing systems (physical and digital) for operational documents
• Coordinate with IT on technology needs, troubleshooting, and office systems
• Manage office access (keys, badges, security codes) and maintain security protocols
• Support HR with administrative tasks (maintaining personnel files, tracking PTO, etc.)
• Prepare meeting materials, presentations, and documentation as needed
• Handle special projects and initiatives as assigned by leadership
• Track and manage office-related budgets and expenditures

Culture & Communication

• Embody and reinforce LUCA's values in all interactions
• Communicate important information to the team clearly and in a timely manner
• Organize and coordinate company meetings and all-hands gatherings
• Maintain office bulletin boards, signage, and visual communication
• Support internal communications initiatives
• Handle sensitive situations with empathy, discretion, and professionalism
• Create systems and routines that make the office feel organized and calm

Time Allocation & Metrics

• Front desk and visitor management: 30% of time
• Office operations and facilities: 30% of time
• Team support and administrative tasks: 25% of time
• Event coordination and culture building: 10% of time
• Special projects and process improvement: 5% of time
• Visitor satisfaction: 100% positive first impression experience
• Office operations uptime: 99%+ (minimal disruptions or issues)
• Supply management: Zero "we're out of..." situations
• Response time: Same-day resolution for routine requests
• Budget management: Within 5% of office operations budget

Daily Responsibilities

• Open office and ensure everything is ready for the day (lights, temperature, coffee, reception area)
• Monitor and respond to main phone line and email inbox
• Greet all visitors and manage front desk throughout business hours
• Check and distribute mail and packages
• Maintain cleanliness and organization of common areas
• Handle urgent operational issues as they arise
• Process invoices and track office expenses
• Communicate with team members on requests and needs
• Close office ensuring security and everything is set for the next day

Weekly Responsibilities

• Order office supplies based on inventory review
• Coordinate upcoming meetings and events (room setup, catering, materials)
• Review and reconcile office operations budget
• Deep clean and organize supply closets and storage areas
• Coordinate with vendors and service providers
• Update team calendar and send weekly reminders for scheduled events
• Check in with leadership on upcoming needs and priorities
• Maintain equipment (test printers, restock supplies, check coffee machines)

Monthly Responsibilities

• Review and pay recurring office vendors and service invoices
• Coordinate team birthday celebrations or recognition events
• Conduct comprehensive office walkthrough to identify needed maintenance or improvements
• Review and update emergency contact information and procedures
• Organize one team-building activity or cultural event
• Meet with leadership to discuss operational efficiency and improvements
• Inventory and organize office storage areas
• Track and report on office operations metrics and budget

Quarterly Responsibilities

• Coordinate deep cleaning of office space
• Review and renegotiate vendor contracts as needed
• Update office policies and procedures documentation
• Organize larger team events (quarterly meetings, celebrations, outings)
• Conduct office supply and equipment audit
• Implement one process improvement or efficiency enhancement
• Coordinate any office layout or workspace changes

Annual Responsibilities

• Coordinate holiday office closures and communications
• Plan and execute annual holiday party or celebration
• Conduct comprehensive vendor and service provider review
• Support annual strategic planning meetings and leadership retreats
• Organize office file purging and archiving
• Update emergency procedures and conduct safety review
• Complete annual budget planning for office operations
• Coordinate any significant office renovations or improvements

Key Performance Indicators (Success Markers)

• Seamless Operations: Team members consistently report that "everything just works"
• Proactive Problem-Solving: Issues are resolved before they impact team productivity
• Welcoming Environment: Visitors and new hires comment on positive first impressions
• Budget Discipline: Office operations stay within budget with transparent tracking
• Team Satisfaction: High marks on team surveys regarding office environment and support
• Vendor Excellence: Strong relationships with vendors resulting in great service and value

Key Performance Indicators (Warning Signs)

• Reactive Mode: Constantly putting out fires rather than preventing them
• Supply Issues: Frequent stockouts or last-minute emergency orders
• Communication Gaps: Team members unaware of important information or changes
• Visitor Experience: Confusion at reception or unprofessional first impressions
• Budget Overruns: Unexplained or untracked spending beyond allocated budget
• Vendor Problems: Service failures, billing issues, or poor vendor relationships
• Neglected Spaces: Common areas becoming cluttered, disorganized, or uninviting

Profile for Success (Who You Are)

• 3-5 years experience in office management, administrative support, or hospitality
• Proven ability to manage multiple priorities and switch contexts quickly
• Exceptional organizational skills with fanatical attention to detail
• Warm, professional demeanor with genuine people skills
• Tech-savvy with proficiency in Microsoft Office, Google Workspace, and office systems
• Budget management experience and financial responsibility
• Problem-solving mindset with ability to work independently
• Discretion and confidentiality in handling sensitive information
• Positive attitude and ability to bring calm energy to chaotic situations
• Experience supporting 30-50 person office environment preferred

Technology Proficiency Requirements

• Microsoft Office Suite and Google Workspace (expert level)
• Calendar management systems (Outlook, Google Calendar)
• Expense tracking and budget management tools
• Video conferencing platforms (Zoom, Teams, etc.)
• Project management tools (ability to learn Karbon or similar)
• Basic troubleshooting for office equipment
• Communication platforms (Slack or similar)
• Vendor management and procurement systems

Career Path

This role can lead to advancement as Office Manager or Operations Manager depending on demonstrated leadership capabilities, strategic thinking, and business acumen. Office Managers who excel in process improvement and team leadership may also pursue paths in HR Operations, Client Operations, or Facilities Management. The role provides broad exposure to all aspects of the business, creating opportunities to specialize based on interests and strengths.

Evaluation Framework

Your Operations Leader will evaluate Office Admin performance based on:

1. Operational Excellence

• Office operations efficiency and uptime
• Supply chain and vendor management effectiveness
• Budget management and cost control
• Facilities maintenance and improvement
• Problem resolution speed and effectiveness

2. Team Support & Experience

• Quality of administrative support provided
• Responsiveness to team needs and requests
• Onboarding experience for new hires
• Event coordination and execution
• Contribution to positive office culture

3. First Impressions & Hospitality

• Visitor and client experience at reception
• Professional presentation of office environment
• Warmth and helpfulness in all interactions
• Crisis management and difficult situation handling
• Representation of LUCA values

4. Communication & Initiative

• Proactive identification of needs and opportunities
• Clear, timely communication to team and leadership
• Ability to anticipate rather than react
• Process improvement suggestions and implementation
• Professional judgment in handling sensitive matters

5. Professional Growth

• Learning agility and skill development
• Systems thinking and process optimization
• Leadership demonstration in operational areas
• Embodiment of LUCA values as culture carrier
• Strategic contribution beyond tactical execution

Alignment with LUCA's Values

The Office Admin embodies LUCA's values in specific ways:

• Simplify the complicated: Creates systems and processes that make complex operations feel effortless, removing friction from everyone's day
• Bring joy and light to every conversation: Sets the tone for the office culture with warmth, positivity, and genuine care for every person who walks through the door
• Proactively problem solve: Anticipates needs before they become urgent requests, fixing potential issues while they're still small
• Ground confidence in competence: Builds deep operational knowledge that allows leadership and team to trust that office matters are handled expertly
• Finish the job: Ensures every task is completed thoroughly, every event runs smoothly, and every detail is managed to completion
• Be fanatically attentive to consistency and detail: Maintains impeccable standards in office presentation, operations, and support that reflect the firm's commitment to excellence

Salary

$37,000 - $47,000 per year


Apply Here

‍

Role Purpose

The Tax Manager serves as a technical tax expert and client advisor, overseeing the preparation and review of complex tax returns while providing strategic tax planning guidance. This role combines deep technical knowledge with client relationship management to ensure compliance, minimize tax liabilities, and deliver exceptional service that positions LUCA as a trusted tax advisor.

The Big Win

Should you excel in this role — The big win is to become a trusted tax advisor who transforms complex tax regulations into strategic advantages for clients while building and mentoring a high-performing tax team. You'll develop deep expertise that allows clients to navigate tax challenges with confidence while creating efficient processes that ensure accuracy and compliance. By mastering both technical tax knowledge and client advisory skills, you'll help clients make informed decisions that optimize their tax positions and support their business goals, establishing LUCA as their indispensable tax partner.

Core Responsibilities

Tax Compliance & Technical Excellence

• Oversee preparation and review of federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and nonprofits
• Ensure compliance with all applicable tax laws and regulations across multiple jurisdictions
• Develop and implement tax planning strategies to minimize tax liabilities and maximize client benefits
• Stay current with changes in tax laws and regulations, communicating impact to clients and staff
• Conduct complex tax research to resolve technical issues and support tax positions
• Prepare technical tax memoranda and documentation to support strategies and positions

Client Advisory & Relationship Management

• Serve as primary tax contact for assigned clients, managing relationships and expectations
• Conduct client meetings to discuss tax planning strategies and address tax-related issues
• Provide proactive tax advice and recommendations based on clients' financial situations and goals
• Monitor engagement budgets, overages, and billing to ensure profitability
• Coordinate with Client Directors and Controllers to integrate tax planning with overall financial strategy
• Manage client portfolio of diverse entities including individuals, corporations, partnerships, trusts, and nonprofits

Team Development & Staff Supervision

• Supervise and mentor junior tax staff, providing guidance for professional development
• Review work prepared by junior staff for accuracy and completeness
• Provide constructive feedback and coaching to support skill advancement
• Participate in performance evaluations and hiring processes for tax team members
• Facilitate knowledge transfer and cross-training within the tax team
• Lead team of 2-5 junior tax professionals, coordinating workload and development

Process Improvement & Quality Control

• Identify opportunities to improve tax processes and procedures for enhanced efficiency and accuracy
• Implement best practices and leverage technology to streamline tax preparation and review
• Ensure proper documentation and record-keeping for all tax-related activities
• Maintain quality control standards with 99%+ accuracy and zero compliance penalties
• Collaborate with other departments to optimize workflow and resource allocation
• Lead process optimization initiatives that improve team productivity and client service

Time Allocation & Metrics

• Client work and tax preparation: 60-70% of time
• Team development and supervision: 20% of time
• Business development and client relationship management: 15% of time
• Process improvement and professional development: 5% of time
• Tax return accuracy: 99%+ accuracy rate with zero compliance penalties
• Client satisfaction: Maintain 8.5+ out of 10 satisfaction scores
• Team retention: 85%+ annual retention of direct reports
• Engagement profitability: Meet or exceed budgets with minimal overages

Daily Responsibilities

• Review assigned tax work items and prioritize based on deadlines and client importance
• Provide technical guidance and support to junior tax staff on complex issues
• Review tax returns prepared by team members for accuracy and completeness
• Address urgent client tax questions and coordinate responses with appropriate expertise
• Monitor progress on tax return preparation and identify potential bottlenecks
• Stay current with tax law changes through professional resources and continuing education
• Update project management systems with current work status and priority adjustments

Weekly Responsibilities

• Conduct team meetings to coordinate work assignments and address technical issues
• Review all tax returns completed by junior staff and provide constructive feedback
• Update project management systems with current status and upcoming deadlines
• Communicate with clients proactively about tax planning opportunities and filing deadlines
• Coordinate with Client Directors and Controllers on integrated tax planning strategies
• Monitor team utilization and capacity to ensure efficient resource allocation
• Participate in firm-wide meetings to share tax insights and collaborate on client strategies

Monthly Responsibilities

• Conduct one-on-one meetings with direct reports for performance feedback and development planning
• Review client profitability and engagement performance across tax portfolio
• Analyze tax team capacity, utilization rates, and resource allocation effectiveness
• Meet with key clients to discuss tax planning strategies and upcoming opportunities
• Prepare monthly reports on tax department metrics including accuracy rates, client satisfaction, and team productivity
• Coordinate with finance team on billing, collections, and engagement profitability analysis
• Conduct technical research on complex tax issues and prepare memorandum for client files

Seasonal Responsibilities

• Lead comprehensive tax season planning including resource allocation, timeline development, and client communication strategies
• Manage extended hours during peak tax season (January-April), typically 55-65 hours per week
• Coordinate with other departments to optimize workflow during peak periods and manage competing priorities
• Ensure timely client communication regarding tax season deadlines, document requests, and filing expectations
• Oversee accelerated review processes to maintain quality while meeting aggressive filing deadlines
• Conduct post-season reviews to identify process improvements and team development needs for the following year
• Manage client extension strategies and coordinate with bookkeeping teams for timely completion

Success Indicators (Warning Signs)

• Compliance Issues: Tax return errors, penalties, or regulatory violations
• Client Dissatisfaction: Negative feedback on tax advice or service delivery
• Team Challenges: High turnover, low morale, or skill development gaps in tax team
• Process Breakdowns: Missed deadlines, quality control failures, or inefficient workflows
• Knowledge Gaps: Inability to address complex tax issues or provide strategic guidance

Operating with Curiosity and Intuition

Enhancing Client Tax Strategy (Low Effort / High Value)

• [Level 1] Send quarterly tax planning reminders highlighting upcoming deadlines and opportunities
• [Level 1] Create simple tax impact summaries for major client business decisions
• [Level 2] Develop annual tax planning calendars customized for each client's business cycle
• [Level 3] Build comprehensive multi-year tax strategies that integrate with clients' long-term business plans

Improving Tax Process Efficiency (Low Effort / High Value)

• [Level 1] Document common tax issues and solutions for team reference
• [Level 1] Create standardized checklists for different types of tax returns
• [Level 2] Implement workflow automation tools to reduce manual data entry and review time
• [Level 3] Design integrated tax preparation processes that leverage client accounting data

Developing Team Tax Expertise (Low Effort / High Value)

• [Level 1] Share relevant tax law updates and practical implications with the team weekly
• [Level 1] Conduct brief training sessions on complex tax issues as they arise
• [Level 2] Create structured learning paths for junior staff based on their experience levels
• [Level 3] Develop specialized expertise tracks (corporate tax, individual tax, etc.) for team members

Building Tax Advisory Relationships (Low Effort / High Value)

• [Level 1] Include business impact explanations with all technical tax advice
• [Level 1] Proactively identify tax planning opportunities during routine client interactions
• [Level 2] Develop industry-specific tax insights that add unique value for client sectors
• [Level 3] Create comprehensive tax advisory services that position LUCA as strategic tax partners

Professional Development Requirements

• CPA or EA certification (preferred)
• 5-10 years progressive tax experience
• 2-5 years in senior managerial role
• 3-7 years experience with federal tax codes
• 3-7 years experience with state tax codes
• 3-5 years team management experience
• 3-5 years managing complex client portfolios
• Strong research and technical writing skills
• Exceptional communication, project management, and interpersonal skills

Career Path

This role leads to advancement as Director of Tax, with potential pathways toward partner-level positions or specialized practice leadership roles. The Tax Manager position provides exposure to complex client relationships, team leadership responsibilities, and business development opportunities that prepare candidates for senior leadership positions within LUCA's tax practice or broader organizational leadership.

Evaluation Framework

Leadership will evaluate the Tax Manager's performance based on:

1. Technical Excellence & Compliance
   
   • Tax return accuracy and quality
   • Regulatory compliance maintenance
   • Complex issue resolution capability
   • Technical knowledge currency and application
     ‍
2. Client Service & Advisory Impact
   
   • Client satisfaction and retention
   • Tax planning value delivered
   • Relationship management effectiveness
   • Revenue generation and growth
     ‍
3. Team Leadership & Development
   
   • Staff retention and satisfaction
   • Skill advancement across tax team
   • Training effectiveness and knowledge transfer
   • Team productivity and efficiency
     ‍
4. Operational Excellence
   
   • Process improvement implementation
   • Quality control effectiveness
   • Technology adoption and utilization
   • Resource allocation optimization

Alignment with LUCA's Values

The Tax Manager embodies LUCA's values in specific ways:

• Simplify the complicated: Translates complex tax regulations into clear, actionable guidance for clients and team members
• Bring joy and light to every conversation: Approaches tax challenges with optimism and solution-focused thinking
• Proactively problem solve: Anticipates tax issues and identifies planning opportunities before they become critical
• Ground confidence in competence: Maintains deep technical expertise while continuously expanding knowledge of tax law changes
• Finish the job: Ensures all tax deliverables meet the highest standards of accuracy and compliance
• Be fanatically attentive to consistency and detail: Maintains meticulous standards in tax preparation, review, and advisory services

Ready to join us? Apply today and help shape the future of payroll and HR for small and medium-sized businesses!

Role Purpose

The Financial Operations Specialist serves as the technical foundation of client financial operations, ensuring accurate transaction processing, reconciliations, and financial data management. This role combines detailed technical execution with client communication skills to deliver reliable, timely financial services that enable informed business decisions and support client growth.

The Big Win

Should you excel in this role, the big win is to become a trusted financial operations expert who transforms raw financial data into accurate, organized information that supports both client success and team efficiency. You'll master the technical aspects of bookkeeping while developing the communication skills needed to explain your work's impact to clients and team members. By consistently delivering error-free, timely work with clear documentation, you'll create a foundation of trust that allows clients to focus on growing their businesses while positioning yourself for advancement within LUCA.

Core Responsibilities (What You’ll Do)

Transaction Processing & Categorization

• Code and categorize daily, weekly, and monthly transactions with accuracy and consistency
• Prepare and review uncategorized transaction lists, applying critical thinking to proper classification
• Maintain clean chart of accounts naming and numbering conventions
• Ensure all transactions are processed within established timeframes
• Identify and resolve discrepancies or unusual transactions proactively
• Document transaction coding decisions for consistency and future reference

Reconciliation & Financial Controls

• Complete accurate monthly bank, credit card, and balance sheet reconciliations
• Reconcile loans, clearing accounts, and other balance sheet items consistently
• Maintain supporting documentation for all reconciliation activities
• Follow established control procedures and suggest improvements where appropriate
• Ensure month-end close deadlines are met with accuracy and completeness

Client Communication & Relationship Building

• Communicate clearly with energy and enthusiasm, focusing on work impact rather than just tasks
• Build rapport with clients through professional, helpful interactions
• Send proactive weekly updates to high-touch, white glove, or new clients when appropriate
• Coordinate with clients on information requests and missing documentation
• Provide clear explanations of financial processes and findings to clients
• Maintain professional relationships that support long-term client satisfaction

Process Documentation & Improvement

• Document all processes, sign-offs, and steps in Karbon, monthly workpapers, and control documents
• Identify opportunities for process improvements and efficiency gains
• Stay current with firm procedures and help develop additional procedures as needed
• Challenge existing processes and suggest better approaches when appropriate
• Maintain working knowledge of relevant software platforms (QBO, Xero, Bill, Melio, Dext, Gusto, etc.)
• Share knowledge with team members and learn from others' expertise
• Be willing to explore new solutions to problem solve, pursue new knowledge to become an effective user of relevant software platforms

Time Allocation & Metrics

• Client work processing: 80% of time
• Documentation and process improvement: 10% of time
• Team collaboration and communication: 10% of time
• Transaction accuracy: 98%+ accuracy rate
• Reconciliation timeliness: 100% completion within established deadlines
• Client response time: Within 24 hours for routine inquiries
• Monthly close participation: Complete assigned tasks within timeline

Daily Responsibilities

• Review assigned work items and update status in project management system
• Review "My Week" priorities and plan daily activities accordingly
• Triage emails appropriately and respond to time-sensitive requests
• Process routine transactions and maintain work quality standards
• Record time accurately in tracking systems
• Communicate with Controller on any issues or questions that arise

Weekly Responsibilities

• Review and update all assigned work items with detailed status and progress notes
• Maintain "Your Week," "Triage," and work/task lists with relevant details
• Send weekly updates to appropriate client teams when required
• Offer assistance to team members when capacity allows
• Update calendar and communicate availability changes to Controller
• Complete weekly reconciliation tasks according to client-specific schedules

Monthly Responsibilities

• Execute month-end close processes accurately and within established timelines
• Complete all assigned reconciliations and resolve any outstanding items
• Review and organize monthly workpapers for Controller review
• Participate in month-end team coordination meetings

Key Performance Indicators (Warning Signs)

• Accuracy Issues: Recurring errors in transaction coding, categorization, or reconciliations
• Timeline Delays: Missing deadlines or consistently late completion of assigned tasks
• Communication Gaps: Poor client feedback or lack of proactive communication with team
• Documentation Deficiencies: Incomplete or unclear documentation of processes and decisions
• Knowledge Stagnation: Failure to learn new systems, processes, or improve existing skills

Profile for Success (Who You Are)

• 2-5 years bookkeeping/accounting/financial management experience (preferred)
• Bachelor's degree in Accounting or Business, or completion of certified bookkeeping course (preferred)
• Cloud-based accounting software experience with QuickBooks, Xero, Karbon, Keeper, NetSuite, Intacct, Accounting Seed, or similar (preferred)
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities

Career Path

This role leads to advancement as Lead Financial Operations Specialist, with potential pathways to Controller depending on demonstrated technical expertise, client relationship skills, and leadership capabilities. Specialists who excel in specific technical areas may also pursue specialized paths in systems implementation, process optimization, or client training.

Evaluation Framework

Your Controller and Director will evaluate Financial Operations Specialist performance based on:

1. Technical Excellence
   
   • Transaction processing accuracy and consistency
   • Reconciliation completeness and timeliness
   • Software proficiency and utilization
   • Problem identification and resolution
     ‍
2. Client Service Quality
   
   • Communication effectiveness and professionalism
   • Response time to client inquiries
   • Client feedback and satisfaction
   • Proactive service delivery
     ‍
3. Process Contribution
   
   • Documentation quality and completeness
   • Process improvement suggestions and implementation
   • Knowledge sharing and collaboration
   • Adaptability to new procedures and systems
     ‍
4. Professional Growth
   
   • Technical skill development
   • Initiative and ownership demonstration
   • Learning agility and curiosity
   • Embodiment of LUCA values

Alignment with LUCA's Values

The Financial Operations Specialist embodies LUCA's values in specific ways:

• Simplify the complicated: Organizes complex financial data into clear, understandable formats for clients and team members
• Bring joy and light to every conversation: Approaches routine tasks with positive energy and enthusiasm for the impact on client success
• Proactively problem solve: Identifies issues early and develops solutions before they impact client service
• Ground confidence in competence: Builds technical expertise while maintaining accuracy and reliability in all work
• Finish the job: Ensures all assigned tasks are completed thoroughly and within established timeframes
• Be fanatically attentive to consistency and detail: Maintains meticulous standards in all financial processing and documentation

‍

To apply, click here and view our company job board and open opportunities.