Bookkeeper Reviewer with Unlimited Growth Potential!

COMPENSATION: $60,000-65,000*

• Compensation is based on experience, scores on skills assessments, education, and credentials.

SCHEDULE: Monday - Friday with flexible start times to help you balance your life outside of work with your career

Start: 6:30am - 9:30am MT

End: 2:30pm-5:30pm MT

LOCATION: Remote DRAPER, UT

At Incite Tax, we are all about helping business owners achieve financial freedom. Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them.

Our Philosophy: The IRS Sucks!

We want to help our clients use their hard-earned money to grow their wealth, scale their businesses, and leave an impact on their community, while not foolishly overpaying taxes.

At Incite, we don't let the IRS take advantage of what our clients don't know. Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars!

Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.

Our Manifesto

At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants:

#1 Prioritize Work-Life Balance

#2 Reduce Excessive Work Hours

#3 Provide Support for Families

#4 Offer Mentorship and Feedback

#5 Address Industry-Wide Issues

#6 Promote a Caring Work Environment

#7 Combat Greed and Unrealistic Expectations

#8 Advocate for Industry Reform

Come change the accounting industry with us!

Incite Tax Core Values:

Value Exchange: We save our clients more in taxes than what they pay us.

Self-Motivation: Team members are driven to provide the best service to our clients.

Constant Improvement: No one is perfect, and we can always find ways to improve. We are just proactive about improvement.

Key Responsibilities and Success Metrics:

What does success look like?

• Serve as the first point of contact for your assigned bookkeeping clients
• Help clients create standardized charts of accounts
• Verify monthly bookkeeping pricing and develop clean up estimates
• Send monthly/quarterly financial reports to your clients
• Complete 8-10 hours of peer review per week. Provide feedback and coaching to junior team members
• Spend 3-5 hours a week working 1:1 mentoring early career Bookkeepers supporting their growth and accuracy
• Quickly and succinctly respond to clients within 24 hours (one business day)

Ideal Candidate Characteristics:

• Super organized
• A planner who uses checklists regularly
• Independent and self-disciplined to accomplish tasks
• Loves processes, systems, and dad jokes
• Aggressive tax strategist who understands what is and what is not defendable
• Ability to answer client questions using laymen's language

At Incite Tax, we encourage our staff to have a healthy work/life balance by providing benefits that support an enjoyable life outside the workplace.

Benefits & Perks:

• Health insurance
• 401K with employer match
• PTO
• 14 Paid holidays including time between Christmas Eve - New Year's
• Casual attire
• Gym membership

COMPENSATION: $60,000-65,000

APPLICATION PROCESS:

It is important to us that the team members we hire start off on the right track with the right position. Each interview stage is curated to ensure our new hires are set up for success from their first day on our team

• Apply online
• Complete Prevue Assessment online within 24 hours of application (Approximately 35 minutes to complete)
• Initial Zoom Interview (Approximately 20 minutes)
• Skills Test 1 (Approximately 25 minutes to complete)
• Second Interview (Approximately 1 hour)
• Team Shadow Day "Experience a Day in the Life with Us" (2 hours)

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