Position Summary (Must reside in San Diego)

Profitwise Accounting is a national cloud accounting firm headquartered in San Diego, CA experiencing its 19th year of consecutive growth. We are looking for a local (work from home) Office Assistant & Data Entry Clerk who is a highly accountable and results-oriented professional who is ready to hit the ground running by supporting our accounting and administrative teams. The successful candidate has a keen sense for attention to detail, ownership over the quality of work produced, strong communication skills and a desire to collaborate, and the ability to work remotely within a highly fast-paced and team-centric environment. Day-to-day activities include, screen & route incoming phone calls, perform careful data entry, assist in database maintenance, provide support to clients and team members, and assist with various administrative tasks and reporting.

The Office Assistant & Data Entry Clerk plays a vital role in the overall success of the company and clients! The goal of this position is to provide Service Excellence to both our team and our clients by keeping all production workflows polished and efficient. Expect to problem solve, propose improvements, and advocate for outcomes that reflect our values and support our mission of providing the absolute highest quality product on time and on budget.

About Profitwise Accounting

Our mission is to help small business owners achieve their professional and financial goals by providing timely and insightful financial advice through our cloud-based accounting and advisory services, while providing a culture that promotes personal, professional and financial growth for our team. We work nationwide and specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups. Our remote-first business model means that we have experienced, knowledgeable bookkeepers, accountants, and business consultants working virtually across the country and growing by the day! Our core values are the backbone of our organization; they drive our culture, and our hiring process: we exemplify humility, ownership, impact, service excellence, grit, and oneness!

Objective

• Successfully manage multiple projects and priorities
• Help support clients and staff on various software programs and office equipment
• Download client bank statements
• Perform intake of client tax and accounting documents and follow up with clients for missing information
• Provide administrative & customer support across all departments
• Digitally track and organize client files
• Assist in producing company virtual events for employees and clients
• Interest in Accounting, bookkeeping, and knowledge of Quickbooks a plus
• Attend staff meetings and record all action items for team members
• Perform careful data entry
• Pick up and Process scanned mail and prepare outgoing client mailings (requires a car and valid drivers license)

Competencies

• Proficiency in MS Office and/or G-Suite
• Excellent written and verbal communication skills
• Attention to detail and problem solving skills
• Excellent time management, organizational, planning skills, the ability to multitask and prioritize work in a fast-paced environment
• We love people who are personable, hardworking and who can clearly and effectively communicate with clients and team members
• Tech Savvy, ability to learn new cloud based software applications quickly.

Education and Experience

• Bachelor's Degree or High School Diploma with relevant experience

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Profitwise Accounting recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

If this position caught your eye, and you are a high performing and motivated Office Assistant looking for a challenging and rewarding opportunity with a virtual CPA firm that values its employees, apply now!

Job Type: Full-time

Pay: $18-21

Benefits:

• Paid time off
• Health insurance
• Life Insurance
• Retirement Matching
• Vision insurance
• Holidays
• Paid training
• Dental insurance

Schedule

• Full time, 40 working hours per week
• Overtime availability during peak tax season
• 9-5 PT

Supplemental pay types:

• Bonus pay

Perks

• Flexible and collaborative work environment
• Career Development opportunities & ongoing training
• Competitive salary with a variety of bonus streams
• Supportive team culture and awesome team members

Work Location: Remote in San Diego

• Medical
• Vision
• Dental
• Retirement Savings
• Life Insurance