Joining the team at WhippleWood CPAs means seizing the opportunity to make meaningful contributions. It's a chance to tackle challenges, make a positive impact in the community, and enhance your career in a supportive environment. Our company culture has been consistently recognized as a Best Place to Work by the Denver Business Journal, Outside Magazine, Inc. Magazine, and Accounting Today.We are seeking a motivated Assistant Client Manager (ACM) to join our team. The ideal candidate will provide support to clients and handle various administrative tasks. This role requires a positive attitude, strong attention to detail, and excellent verbal and written communication skills. The ACM will ensure ongoing communication with clients via phone and email, addressing inquiries promptly and fostering strong relationships.The ideal candidate will thrive in a dynamic environment where each client and day presents new and diverse challenges and should possess:
- Ability to build collaborative relationships with colleagues and clients
- Offer ideas and insights we haven't yet considered
- Embracing the challenge of maintaining high standards for success
- Keep to high standards that helps to ensure success for our clients and the firm
Established in 1981, WhippleWood is not only one of the largest locally owned CPA firms in Denver, but also a trusted partner in our clients' success. As a full-service accounting and advisory firm, we serve small to medium-sized businesses across various industries, as well as numerous non-profits with global missions. Our team of thirty professionals is committed to upholding high standards to ensure the prosperity of our clients and community.FOR CONSIDERATION, YOU MUST COMPLETE THIS SURVEY: Responsibilities:
- Provides Project Oversight
- Conducts Client onboarding
- Maintains Client calendar, portal and support
- Provides Billing Assistance and tracking
- Sends Payments and Completes Filing
- Client Services Follow up
- Runs Client Reports and Systems
- Provide Firm client assistance
- Supports tax returns
- Other duties as assigned by service area heads
Requirements:
- Experience in accounting or finance roles is preferred, or working administratively with small to medium size businesses and with their clients
- Associate degree or equivalent with designation in Business, Accounting, Bookkeeping, Finance, or a similar field. Bachelor's degree is preferred.
- Microsoft Office Suite skillsExcel, Word and Outlook
- Calendar management
- A passion for supporting clients and their businesses
- Exceptional interpersonal skills to enable effective interaction with all levels of personnel
- Strong work ethic and attention to detail
- Superior analytical, problem-solving and organizational skills
- Ability to provide exceptional client service through a sense of urgency and commitment to quality
- Appropriate ethical behavior through extraordinary confidentiality, integrity, and professional conduct
- Ability to work effectively both within a team environment and independently
- An attitude of continuous improvement
- Successfully pass a criminal background check
- Completion of Culture Index Survey, link above. Applicants who do not complete a survey will not be considered.
Work Environment OverviewThe position is full time M-F.Casual but professional office environment, work/life integration, client contact, award winning culture. Colorado Casual dress code. Annual base compensation: $60,000 - 70,000 a year Benefits: Group medical/dental, 401k with up to 5% company match, generous PTO/company holidays, wellbeing and mental health program.Position eligible for all perks, including but not limited to
- Company-wide rewards for hitting goals
- Professional massages during peak season
- Snacks and coffee available in kitchens
- Events, happy hours, and random fun days
- Half day Fridays in the summer months
- Use of company's Zen Room
- Dynamic and fun work environment
The office is in Littleton, CO and flexible/hybrid work schedules are available. The position reports to the to the Tax Managers.WhippleWood CPAs is an Equal Opportunity Employer.