About Founder's CPA

Founder's CPA is an industry-leading accounting firm located in Chicago, Illinois. Our service offerings include accounting, consulting, outsourced CFO, and tax services. We believe in leveraging technology and continuously streamlining our processes so that we can continue to offer a best-in-class tailored solution to our clients. This approach empowers staff to provide value to our clients and strengthens our relationship as a trusted advisor.

We're looking for curious and reliable team members who share our values (see below) to join the team!

What We Value

We value diversity and the unique perspectives each team member brings to our firm. Together, we work with five core values:

• \ #FIOTA (Figure it out then ask) - Embrace an entrepreneurial mindset, exhibit a natural curiosity, and continually finds ways to “do things better.” Understand why one way could be better than another.
• Authentic Relationships - Care deeply for others and empower them to be the best version of themselves.
• Accountability - Produce a product that you're proud of but know your own limitations. Trust in your colleagues' abilities and the reliability of others.
• Continuous Learning – Strive for knowledge and share with others while being a thoughtful communicator. Be patient, understanding, and aware that everyone may not be as capable as you are.
• Thoughtful Communication - Communication should strive to be appropriately delivered, timely, thorough, and solutions-focused.

Learn more about what our team members and clients have to say about us here.

About the Role

Our Tax Administrative Assistant role will be tasked with providing support to our tax team. You will work closely with the firm's tax associates and managers during the firm's busy season while also providing support to the firm's administrative staff throughout the year.

The role is a part-time position and will be paid hourly. Knowledge of accounting and tax are not a prerequisite, but preferred. Founder's CPA is “remote first,” but this position may require an in-office presence during the firm's busy season (March 1st – April 15th, September 1st – October 15th). The maximum in office presence would be two days a week during the firm's busy season.

What You'll Do

Duties will include, but are not limited to:

• Creating and overseeing proposals based off a set criteria to send to clients for execution
• Exporting data from our internal customer relationship management (CRM) system for analysis
• Maintaining and tracking client engagements via internal control lists
• Processing and organizing client file submissions within the firm's internal database
• Assisting with the tax preparation intake process. This includes the initial creation of client workpapers and utilization of professional tax preparation software.
• Communication with clients to ensure successful completion of engaged tax work
• Assisting the invoicing and billing process, data cleanup projects, as well as ongoing support with client billings

Who You Are

The ideal candidate exhibits the following skills and/or characteristics:

• Keen attention to detail and organizational skills
• Strong communication skills
• Professionalism and commitment to exceptional communication and client service
• Natural curiosity and a strong desire to learn new skills
• Ability to work independently and manage multiple tasks efficiently
• Gathers and analyzes information skillfully
• Experience with Microsoft Office is a plus
• Adept with technology, and experience with the following software solutions being a plus: Ignition, Karbon, Microsoft Office Suite

Hourly Requirement

This role will require at least 15 hours a week.

Perks

• A remote first environment
• Casual dress when in office
• Flexible work schedule
• Ability to grow quickly within the company
• A company culture that places emphasis on work-life balance and individual career goals

Compensation

This position is for immediate hire, paid commensurate with the candidate's experience. The salary range for this position is $15-25/hour. The position also includes benefit offerings such as medical, dental, and vision.

Other

Founder's CPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.