Dougall Conradie LLC is committed to ongoing growth and success of our client and our staff. We provide staff a variety of work and opportunities. We are looking to continue our growth with quality, motivated and energetic staff. We are currently looking for a staff accountant who will be committed to our core values and meets our qualifications:

Core Values

• Quality of service to clients
• Foster a team-driven environment
• Strong work ethic
• Open and honest communications
• Work with integrity and ethically

Qualifications

• Candidates having at least 4 years of experience at a certified public accounting firm and be a licensed CPA or an EA.

Expectations of this position

• Specialize in preparing complex tax returns
• Specialize in reviewing individual and business tax returns and tax plans
• Experience in Audits, Reviews and Compilations is a plus.
• High attention to detail
• Strong aptitude for problem solving, technical work, analytics, and research
• Mentor staff and interns
• Supervise engagements
• Goal-oriented and have a desire to learn
• Professional writing and verbal skills
• Must be able to effectively handle multiple projects simultaneously
• Organized and self-starter

Benefits

• Competitive pay and insurance package
• Generous PTO and holiday
• 401(k)
• Flexible work schedule
• Professional development and education

If you are interested in the position, please email your resume, cover letter and reference from prior employers to Admin@cpanw.com

Dougall Conradie LLC is committed to ongoing growth and success of our client and our staff. We provide staff a variety of work and opportunities. We are looking to continue our growth with quality, motivated and energetic staff. We are currently looking for a staff accountant who will be committed to our core values and meets our qualifications:

Core Values

• Quality of service to clients
• Foster a team-driven environment
• Strong work ethic
• Open and honest communications
• Work with integrity and ethically

Qualifications

• Candidates have up to two years of experience at a certified public accounting firm and have passed or working to pass the CPA exam (or eligible to sit for the exam).   

Expectations of this position

• Ability to learn accounting specific software
• Individual and small business tax preparation and tax planning
• High attention to detail
• Strong aptitude for problem solving, technical work and analytics
• Goal-oriented and have a desire to learn
• Professional writing and verbal skills
• Must be able to effectively handle multiple projects simultaneously
• Organized and self-starter
• Work in a team environment

Benefits

• Competitive pay and insurance package
• Generous PTO and holiday
• 401(k)
• Flexible work schedule
• Professional development and education

If you are interested in the position, please email your resume, cover letter and reference from prior employers to Admin@cpanw.com

Overview: Work with entire team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position is critical to building client advocacy and ensuring continued profitability of the practice through identifying organic growth and referral opportunities. This individual spends almost all of his or her time in client-facing activities so that the advisors can focus efforts on growing the practice through marketing and sales activities.

Qualities

• Possesses a passion to help team and clients
• Reliable, follows through on commitments  
• Patient and methodical approach to work
• Detail-oriented
• Strong organization and communication skills
• Can take direction and execute a plan
• Flexible and accommodating 
• Dedicated and loyal to trusted people
• Balances people and task responsibilities 
• Exceptional listening skills
• Able to prioritize tasks
• Seeks stability and security
• Prefers a conflict-free environment 
• Can assure people and put them at ease    

Functional Responsibilities

• Coordinate service activities and delegate appropriate tasks to team members 
• Manage relationships with clients and internal and external resource providers 
• Ownership of Client Resource Management (CRM) system and Ultimate Client Experience 
• Generate and manage client communications and strategies by telephone (including incoming and outgoing calls), mail and Internet
• Organize all client appreciation events • Fulfill client requests and deal with service-related issues 
• Generate call lists of clients and prospects for Advisors • Participate in all team meetings and attend training events

Educational and Experience Requirements and Preferences

• Years in financial services industry: Prior experience not required
• Licenses and credentials: Willingness to obtain industry licenses
• Technology: Knowledge of Microsoft Office and CRM systems are required 
• Education: An undergraduate degree in business or economics is preferred

Compensation Range

• Base Compensation: $18 - $21/Hour (dependent on experience)
• Bonus potential: Based on individual and business performance

Full Benefits Package

• 15 days personal time off 
• Health, vision and dental plans available 
• Background check required 
• 401(k) plan with match

If you are interested in the position, please email your resume, cover letter and reference from prior employers to Admin@cpanw.com