About DBHW Wealth Partners

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Are you looking to launch your career in tax or accounting? Do you enjoy solving puzzles, organizing information, and tackling tasks with precision? If so, this could be the perfect opportunity for you!

Hours: Approximately 40 hours/week

Job Summary:

We’re looking for a Tax & Accounting Admin to join our team and gain valuable hands-on experience in a professional financial setting. In this role, you’ll work alongside experienced professionals, learning the ins and outs of tax and accounting while developing skills that can propel your career forward.

If you are detailed oriented, enjoy working through task lists, and are ready for a role that offers more than basic office duties, we encourage you to apply. This is your chance to grow, learn, and make an impact in a dynamic and client-focused environment!

Duties/Responsibilities:

• Complete entry level tax and accounting tasks timely and accurately.
• Escalate issues to team lead as needed for resolution.
• Communicate with clients through various methods to answer questions and collect information.
• Develop understanding of all software necessary to perform job duties.
• Perform tasks related to intake of documents.
• Document client interactions and any follow up actions required for tax preparers.
• Assist with client accounting and tax preparation.
• Ensure the confidentiality of each client by following all company procedures regarding information handling.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Intermediate computer skills with the ability to learn/utilize several industry specific software required to perform job responsibilities.
• Proficient with Microsoft Office Suite.

Education, Experience, and Licensing:

• High school diploma required; Bachelor’s degree in Business Administration or related field preferred.
• 0-2 years of experience in tax administration work or equivalent preferred.

Physical Requirements:

• Prolonged periods sitting or standing at a desk and working on a computer.
• This position is an in-office position.

Benefits

As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.

We also close our office for 7 holidays, and have a floating holiday available for use as well.