Club Capital
Club Capital LLC is a rapidly growing accounting firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, payroll, bookkeeping, industry analytics, and bench-marking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD location but have been able to easily adapt to a remote workforce.
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are currently a small team in need of additional staff to keep up with the growing workload. For further insight into the nature of the company go to www.club.capital.
Club Capital Tax Division
The Tax Division is responsible for the tax planning, preparation and filing of individual and company tax returns exclusively for Club Capital Clients.
We ensure our clients can ditch the tax season stress, forever. Tax planning and strategy should be done throughout the year to plan proactively instead of always looking retroactively. We’re a startup within a startup; a small but mighty team working cross-functionally within Club Capital.
Overview of Position:
As a Licensed Tax Accountant at Club Capital you will manage a team of staff accountant(s) to ensure timely and accurate delivery of taxes within your client portfolio. This position requires solid technical knowledge of both personal and business tax returns, and the ability to work with a minimum of assistance, making decisions on all but the most unusual matters. The Licensed Tax Accountant will lead and instruct staff accountants in the work to be performed, review work, and direct revisions.
Responsibilities:
Client Engagement
Ability to engage with clients to discuss their tax situation, options for tax savings and optimization, tax season preparation, and the ultimate delivery of the client’s tax return(s). Support Club Capital’s endeavor to provide broad tax advisory to all clients.
- Handles ongoing consultation and planning with their clients
- Ensures that each client is prepared for tax season and taking actions on areas where they can optimize their tax returns
- Manages the scheduling of tax planning check-ins with clients
- Ensures that their respective team members are executing on the work required to ensure the above are met
Tax Compliance
Own the completeness, accuracy, and tax optimization of the returns prepared for your clients.
- Scope out the work required to complete the tax return(s)
- Review and approve the returns prepared by the members of your team
- Adjust, where required, any representations on the tax return
- Identify and mitigate tax risks
- Coordinate accounting staff and assess their performance
To be successful in this role, you’ll need to:
- Be completely obsessed with positive client outcomes: At Club Capital, we’re obsessed with ensuring our clients have the best possible outcome for their business and their lives.
- You are up to date on the latest tax code and excited to see routine changes to policies and communicate them to your clients.
- You are eager to develop a trusted partner relationship and to focus on personalized service so that you can: understand your client’s business, analyze each scenario, and make personalized accounting advice.
- You are a top notch communicator. You adhere to a consultative approach, always listening first with empathy so that you can earn your clients trust. You are comfortable building relationships and presenting information by phone or in writing.
- Problem solving, analytic thinking and collaboration come naturally to you. You work effectively to transfer knowledge to others, both one on one and in a group. You are willing to both share your ideas and take direction.
- Mentorship & Training: You should have the ability and interest in building up the team around you. Ability to coach, train, and assist in mentoring less experienced staff.
- Ability to manage a high volume of clients with poise
Expected Client Portfolio
It would be expected that your clients assigned to you and under management should be no less than 130 clients and not to exceed 150 clients for a given tax season. For this purpose, you will be provided the appropriate tax preparation resource(s) directly as a part of your team.
Requirements:
- Active/valid certified public accountant’s (CPA) license or enrolled agent (EA) is highly desirable
- Proven work experience as a Tax Accountant
- Excellent knowledge of tax accounting, tax compliance and all types of tax returns
- Experience with 990 tax preparation is highly preferred
- Knowledge of tax software and MS Office
- Good at meeting deadlines and solving problems
- Exceptional client service along with the ability to develop excellent client relationships
- Strong leadership and personnel management skills
- Analytical skills with detail orientation
- BS in Accounting or MS in Taxation
Additional Information:
Salary: Competitive. Individuals are compensated commensurate with experience and productivity. All positions have both a fixed salary and a variable performance bonus tied to timely filing of client portfolio.
Salary: Competitive. Individuals are compensated commensurate with experience and productivity. All positions have both a fixed salary and a variable performance bonus tied to timely filing of client portfolio.
Benefits: Unlimited PTO (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance, company-sponsored subscription to Calm and Blinkist.
Club Capital LLC is an equal opportunity employer.
This is a remote position.
Compensación: $70,000 - $80,000
Club Capital LLC
Club Capital is an accounting, tax, and CFO services firm designed specifically for insurance agents. Our mission is to help make insurance agents better business owners. We strive to accomplish this in 3 primary steps:
- Implement best-in-class financial technology. We bring agents up on a platform that includes accounting, self-service payroll, and business analytics all in one place and managed by a dedicated accountant.
- We then compare the agency's financial performance against others within the insurance industry. Knowing how well agents are doing compared to the agent down the street or the agent in another state is valuable information to know how to make impactful decisions for their agency.
- Our team of finance experts can then work with agents to build customized budgets and forecasts for their business using advanced financial modeling software. We will help agents set and attain realistic financial goals for their business and even model out specific events like hiring an employee, buying a business vehicle, or taking out a loan to determine their bottom line impact and best timing for investment.
We're a startup accounting firm with Partners and Employees that are excited about how the advancements in accounting technology can transform small businesses. We're an entrepreneurial, agile, and fun team of professionals - come join our team!
Página Web de la Compañía: club.capital
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