We are HIRING for multiple roles, from bookkeeper, Accounts receivable to Tax preparer to Senior Manager/Reviewer!
This is a GROWING, tech forward accounting firm with many Individual, S Corp, Partnership, Exempt Org and Fiduciary clients.
Looking for IN PERSON/Hybrid accounting talent. Very flexible but needs to be full time employee (40 hours/week, approx 50-60 during tax season).
realmtax.com
Company Description:
Realm Business & Tax Advisory is based in Hermosa Beach, CA and provides tax planning, bookkeeping, and CFO services to startups and small/medium businesses in California. Our focus is on innovative tax strategies, process automation, and fostering meaningful client relationships.
Roles:
Tax Manager/Reviewer
Need a Senior Level CPA to manage large, complex client groups (restaurants, RE developers, HNW individuals with multiple K1s, complex entities) and Review other accountants work
You want:
An opportunity to growth into firm leadership and profit sharing
To join an established, profitable firm without having to start a company from scratch or buy one yourself
To stop working the public accounting hours, old school culture, and partner politics
Coaching and support to help you level up: a supportive and experienced 2x firm owner invested in your success
Flexible work schedule
Ability to work from home
To change a stodgy tax prep firm into a full stack financial services company: bookkeeping, tax planning and CFO services under 1 roof
To spend more time doing what you love, whether it be tax prep, speaking with clients about tax planning, strategic finance, or whatever you are passionate about we want to find the role for your strengths!
You are:
Experienced with CA tax code and tax planning for small business owners
Good at communicating and genuinely enjoy talking to people (coworkers and clients)
Generalist tax experience OR niche Real Estate / Partnership experience, Work with Small and Medium Businesses & Startups
Have experience at top accounting company (does NOT have to be Big 4)
Motivated by bonus potential and profit share (for those who think like an owner and step up to more of a leadership role)
Someone from an under-represented group (preferred, not required)
Software:
Lacerte (must have extensive experience)
Microsoft 365, Office Suite Safesend Canopy or other modern Tax management software a plus
Compensation:
Salary + Bonus ($150-200k dependent on experience and contribution to the team)
Path to Profit Share (equity-like payout) for leaders that go above and beyond with the team, clients
All standard benefits (Healthcare, 401k)
Flexible work schedule and HYBRID
Education expense reimbursement
Fun team building events in-person (beautiful southern CA)
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Accounts Receivable Role:
This is a full-time on-site role as an Accounts Receivable / Admin Assistant at Realm Business and Tax Advisory in Hermosa Beach, CA. The role involves managing accounts receivable, processing invoices, reconciling payments, and providing administrative support to the accounting and tax planning team.
You will play a crucial role in supporting the financial operations of the company. In addition, you will be responsible for performing a range of administrative and financial tasks, ensuring accuracy and efficiency in accounts receivable and billing processes. Your role will contribute to the smooth financial functioning of the organization. You will also be responsible for interacting with customers.
Qualifications
High school diploma or equivalent;
Proven experience in accounts receivable, billing, or a similar financial role.
Proficiency in accounting software and MS Office, particularly Excel and Word.
Strong attention to detail and accuracy in financial data entry and record-keeping.
Excellent communication and interpersonal skills for interactions with customers and colleagues.
Organizational and time management skills to handle multiple tasks efficiently.
Ability to work independently and as part of a team.
Strong problem-solving and analytical skills.
Key Responsibilities:
Accounts Receivable: Manage accounts receivable by invoicing clients accurately and promptly.
Monitor and follow up on outstanding customer payments.
Reconcile accounts to ensure they are up-to-date and accurate.
Maintain records of customer transactions and interactions.
Billing: Generate and review invoices to ensure they are accurate and complete.
Address billing inquiries and resolve any billing discrepancies.
Process and record financial transactions related to billing.
Administrative Support: Provide general administrative support to the office, managing emails.
Maintain organized and up-to-date filing systems for financial and administrative documents.
Assist with data entry and record-keeping tasks.
Assist in preparing financial reports as needed.
Customer Relations: Interact with customers professionally to address billing and payment-related inquiries.
Maintain a positive and helpful attitude while resolving customer issues.
Build and maintain good customer relationships.
Pay:
$50-60k depending on experience
