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Join our team

Our team brings together the tax and financial services in order to better serve our clients in a holistic manner, harmonizing tax and investment planning.  We truly love helping our clients to keep as much of their earnings as they legally can and helping them develop a plan to grow their investments to meet their future goals while reducing financial risk. We strive to have team members that enjoy serving clients in this way and are dedicated to doing their best for each client.  Want to join us on our mission? Our next opening could be the perfect opportunity for you!

Current Openings

About Evenstad Tax & Financial Services, Inc.

Evenstad Tax & Financial Services is a thriving tax and financial services firm based in Westby, WI. 

We provide tax, accounting, and financial services to our broad base of clients who are mostly in the tri-state area but extend across the US.  We truly love helping our clients to keep as much of their earnings as they legally can and helping them develop a plan to grow their investments to meet their future goals while reducing financial risk. We strive to have team members that enjoy serving clients in this way and are dedicated to doing their best for each client. 

We offer continuing education to our employees as well as value and reward growth of the individual as it leads to growth of the team and firm. 

Job Description – Client Service Professional

Key responsibilities include:

  • Perform Reception responsibilities
    • Answer phones
    • Greet clients and guests
    • Scheduling of appointments and meetings and message taking
  • Tax Assistant/ Bookkeeping responsibilities
    • Assemble tax returns
    • Scan, file, organize client documents and files
    • Data entry, light bookkeeping, and account processing
  • Financial Assistant responsibilities
    • Screening and/or selectively referring callers
    • Supporting clients by providing services in account management and technical support
    • Creating marketing pieces
    • Coordinating compliance approval
    • Implement marketing plans
  • General responsibilities
    • Maintain a neat and tidy office environment
    • Responding to client inquiries when appropriate
    • Processing all transactions in accordance with company policies and procedures
    • Perform multiple duties as needed in a small office environment
    • Develop and refine office processes and procedures
    • Learning and implementing office productivity software

The ideal candidate will possess:

  • Associates Degree or equivalent combination of training and experience
  • Proficiency or ability to learn software as well as experience with MS Office (Word, Excel, and PowerPoint)
  • Ability to adhere to regulations and internal policies, as well as responding to escalating risk issues in a timely matter.
  • Ability to switch often between tasks
  • Strong verbal communication, customer service and interpersonal skills
  • Strong attention to detail & excellent organizational skills
  • The ability to maintain complete confidentiality.
  • The ability to pass a background check will be required

As part of the team, this position will use their professional, administrative, and detail-orientated skills to provide full-time support to their team members and clients. Candidate must have a professional, can-do demeanor and the ability to perform advanced, complex, diverse, and confidential support duties.

Job Type: Full time

  • Pay: Salary based on experience and performance.  ($16.00 - $25.00 per hour)

WORK SCHEDULE
This is a full-time position working Monday- Friday. 35-45 Hrs/week with a few Saturdays during tax season. Reduced hours in the off season of Monday - Friday.

To apply, email: employment@evenstadtax.com

Job Description – Staff Accountant

We are looking for an individual who has a knack for attention to detail, is a self-starter,  and is looking to work alongside a senior level accountant to learn and grow.  As a small firm, our team members wear many hats and we all pitch in where needed to accomplish what needs to be done.  This offers the benefit of variety as we move throughout the year. 

Responsibilities:

  • Preparation of individual and small business income tax returns.
  • Assist senior level accountant with project work
  • Process client payroll and prepare quarterly and annual tax reports
  • Prepare and file sales tax reports
  • Prepare bank and credit card account reconciliations
  • Prepare financial statements
  • Answering client calls
  • Presenting documents to clients

Qualifications:

  • Associates degree in accounting, or equivalent work experience and demonstrated expertise
  • Strong attention to detail
  • Comfortable working across multiple software platforms and with digital documentation
  • Knowledge of sales and payroll taxes preferred
  • Good working knowledge of Microsoft Word and Excel
  • Proficiency with QuickBooks preferred
  • Ability to work independently and as part of a team
  • Good written and verbal communication skills
  • Great customer relations skills
  • Ability to meet deadlines and effectively solve problems
  • Ability to pass a background check
  • Experience with UltraTax tax software a plus

Personal Traits:

  • Ethical and willing to do the right thing regardless of the consequence
  • Enjoys solving problems
  • Self-starter
  • Process oriented
  • Ability to prioritize and efficiently switch between tasks
  • Positive attitude
  • Eager to learn
  • Dedicated
  • Caring

Job Type: Full time

  • Pay: Salary based on experience and performance.  ($16.00 - $25.00 per hour)

Benefits:

  • Paid holidays
  • Paid time off
  • Employer retirement plan w/ matching
  • Education and training
  • Seasonal Schedule Adjustments

Schedule:

  • Monday – Friday
  • Saturdays (Feb-Apr)
  • Some flexibility based on seasonal demand

To apply, email: employment@evenstadtax.com