Voted 2011's #1 Best Company to Work for in Oklahoma and the 19th Best Accounting Firm in the US!
We are searching for a Associate Tax Advisor to fill an immediate opening in our Fairview, Oklahoma office whose work history reveals a highly-organized, dependable, and self-driven spirit. This position helps manage the client relationship while maintaining the highest level of client satisfaction. The employee will support the Tax Team as a whole by providing reports, analysis, and other records of client data.
Essential Functions and Accountabilities include, but are not limited to
1. Timely and accurately prepare federal, state, local and special tax returns by collecting and analyzing financial information for individuals and businesses
2. Prepare financial statements, reports, and records by collecting, analyzing and summarizing information
3. Determine tax liability and prepare funds requests for assigned clients
4. Manage and maintain a positive client relationship; including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing all information to the client. Respond to all phone calls and emails within 24 hours.
5. Build a confident, respectful relationship with Tax team and clients
6. Maintain professional and technical knowledge and adherence to any and all requirements as they pertain to tax preparation by attending educational workshops, classes; renewing professional publications as necessary
7. Maintain required CPE
8. Constantly verify quality and accuracy of work
9. Participate in team meetings to bring manager up-to-date and to identify and barriers in accomplishing tasks
10. Other accountabilities as required
This position has no supervisory responsibilities
Experience, Education, and Licensure
College degree in accounting preferred but not required, and at least 2 years’ experience in personal and business tax preparation as well as general accounting functions. Must hold advanced knowledge of QuickBooks; exposure to ProSystems fx is desirable
Our mission and passion is that "We change lives and inspire our clients to build 'true wealth' - one person, one family, one business at a time." In determining if you share our belief that each client deserves a WOW! Experience, ask yourself: Are you motivated to do great work? Do you build trust with team members and clients? Are you confident yet humble? High energy and fun to work with? Not everyone has the instinctual qualities and traits needed to be a successful team member with Wymer Brownlee. First and foremost, you must be passionate about your career - love what you do and do what you love - a quality that will present itself in all aspects of the position. The ideal candidate will understand and practice the belief that we work as a team and the client experience always comes first.
Other desired traits and characteristics include but are not limited to:
Accountability. The Associate Tax Advisor plays a key role in the success of the department and the company as a whole. By completing projects with accuracy, verifying your work, and managing your time responsibly, your efforts will help streamline efficiencies to produce a quality product. Your natural instinct to pay attention to detail, research to find the correct answer, and need to follow-through on projects will serve you – and our clients – well. Additionally, the nature of the tax and accounting industry is closely controlled by legal bodies; therefore, it is essential that all projects be done with integrity and liability in mind. You must be self-disciplined and responsible as well as able to prioritize projects, make the right decisions, and act accordingly.
Attitude. We take pride in our internal culture and external reputation; therefore, it is essential that your work be approached with a positive attitude. Our team members realize that our world is diverse and does not revolve around any single individual, belief system, or spatial geography. You will perform projects with an open mind, a willing heart, and a desire to do your best work to help the client achieve their goals.
High Energy. Because the nature of our business requires times of elevated activity, you will be able to stay focused, positive, upbeat, and fun. Your success will come because you have the right attitude, the humility, the patience, and respect for the clients you serve. During times of stress, you will be able to handle the multi-tasking while staying organized, process-driven, and professional while utilizing your exceptional communication skills to build relationships with clients, team members, and external representatives
Adaptability. Our industry is ever-changing; you will maneuver confidently between client and organizational needs. We realize that to be stagnant is not moving forward; therefore, we regularly seek input from our team members on projects and processes so that, in the end, we build replicable, well-defined systems. You will trust our leaders to make decisions that are in your best interests and face change head-on with an open mind.
Wymer Brownlee is an integrated investment and tax firm whose clients benefit from the strengths of a unified team of advisors in tax, accounting, financial services, risk advisory and business consulting. Our investment team spans five offices throughout Oklahoma and we continue to grow. In 2011, we were named by OKC Biz Magazine as Oklahoma’s #1 Best Small/Mid-Size Company to Work For! We were also recently named as the 19th Best Accounting Firm in the US!
Our combined tax and financial services teams are uniquely qualified to make our clients’ money work for them with the best tax outcome possible. Drawing on the wisdom of our combined experiences, we will work diligently to keep all patrons informed of new opportunities and risks. Operating without the conflicts and hierarchies present in many larger firms ensures clients receive responsive issue resolution and a nimble adaptation to changing needs. Our pooled skills allow us to serve a diverse client base with excellence.
Our internal culture and philosophies rival none. We treat people with the highest respect and strive to give each internal and external client an experience they won’t soon forget. Our goal is to let everyone know they have received a WOW! Experience – one that not only meets their expectations, but exceeds them. Our work environment is validating, encouraging and empowering with great energy and opportunity. We protect it, live it and share it. Should you be the rock star we’re looking for, you’ll find it exhilarating and contagious.
Wymer Brownlee values diversity of culture and thought and seeks talented, qualified employees in all its operations regardless of race, gender, national origin, religion, sexual orientation, disability, age or any other protected classification. Wymer Brownlee is proud to be an Equal Employment Opportunity Employer.
We are accepting resume for candidates in the Northwest Oklahoma region of our locations in Enid, Fairview, Oklahoma City, Tulsa, & Bartlesville. If you're the rock star Wymer Brownlee is looking for or wish to share your enthusiasm about this position with a friend or other professional, please send us a cover letter and resume. We are excited to hear from you! Our commitment to you is that we will respond to your inquiry, typically within 24 hours. A full job description is available on our website at www.wymerbrownlee.com/contact/careers.