Administrative and Support Services

Profitwise Accounting

$18.99 – $20 per hour

We aren’t your average accountants. We are technology-forward, opportunity-driven, and excel at providing outstanding service to our clients and community. We provide tax, accounting, and CFO services to small and mid-sized businesses located throughout the U.S. As a 100% virtual firm, we have been working remotely for the past 17 years with team members spread across the U.S. Headquartered in sunny San Diego, we look forward to welcoming you to one of our upcoming bi-annual firm-wide retreats!

Administrative and Support Services Benefits:

  • Competitive Incentive Package
  • Full Benefits Package
  • Flexible and relaxed small teamwork environment
  • Consistent Annual Growth / 18+ Years in Business
  • Management Opportunities & Ongoing Training are Available

Why Working at Profitwise Accounting is a Great Career Choice:

Profitwise Accounting has been providing quality and personalized tax and accounting guidance to businesses since 2004. As a virtual CPA firm based in San Diego, we provide cloud-based accounting and advisory services to clients nationwide. We specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups. Our remote-first business model means that we have experienced, knowledgeable bookkeepers, accountants, and business consultants across the country.

As a member of the Professional Association of Small Business Accountants, we often tap into our national network of accounting firms for additional resources or for a larger knowledge base to help us solve various accounting and tax issues. As a result, our team members have access to a wealth of knowledge and resources to help them provide exceptional service to our clients.

At Profitwise Accounting, we believe in providing a flexible and collaborative work environment where our employees can grow and develop their skills. We offer competitive salaries, ongoing training and development opportunities, and a supportive team culture. As a virtual firm, we value work-life balance and offer a range of benefits including healthcare, paid time off, and flexible schedules.

If you are a highly experienced and motivated tax accountant looking for a challenging and rewarding opportunity with a virtual CPA firm that values its employees, we encourage you to apply. Join our team and help us continue to provide exceptional service to our clients while growing your career in a dynamic and innovative industry.

Administrative and Support Services Overview:

Our enthusiastic Production Support Specialist will screen & route incoming phone calls, perform careful data entry, assist in database maintenance, provide support to clients and team members, and assist with various administrative, accounting tasks, and reporting.

If you are an inquisitive and dynamic individual looking for your place in a company that champions growth, this could be the ideal opportunity for you. Our most successful team members have the potential to grow into management positions within our fast-growing firm.

We are seeking to build a core team of talented individuals to help grow our company to the next level making Profitwise Accounting one of the top small business cloud-accounting firms in the nation. If you have both people skills and technical knowledge and want to contribute those skills to a successful, growing company, contact Profitwise NOW!

Our core values are centered on: serving first, solution seeking, authenticity, continuous self-improvement, humility, and creating a friendly and caring environment. We help our team achieve a flexible work/life balance by utilizing cutting-edge technology that allows our team to be location independent.

Responsibilities of our Administrative and Support Services Specialist:

  • Provide administrative & customer support across accounting & tax departments
  • Successfully manage multiple projects and priorities
  • Perform careful data entry
  • Digitally track and organize client files
  • Perform intake of client tax and accounting documents and follow up with clients for missing information
  • Maintain client database for accuracy and completeness
  • Maintain client download master list and execute all required actions to maintain electronic data connections
  • Maintain existing SOPs for internal team and client resources for accurate account access instructions
  • Download client bank statements
  • Support new client onboarding
  • Initiate client w9 requests, manage intake and 1099 input
  • Process scanned mail and prepare outgoing client mailings
  • Accounting, bookkeeping, and knowledge of Quickbooks a plus

Desired Experience & Requirements for our Administrative and Support Services:

  • Proficiency in MS Office and G-Suite
  • Excellent time management, organizational, and planning skills, the ability to multitask and prioritize work in a fast-paced environment
  • Attention to detail and problem-solving skills
  • Tech Savvy, ability to learn new cloud-based software applications quickly.
  • Excellent written and verbal communication skills
  • We love people who are personable, hardworking, and who can clearly and effectively communicate with clients and team members




Entry-Level (1 – 3 years)

Job type

Full Time

Additional benefits

  • Vision
  • Medical
  • Dental
  • Life Insurance
  • Retirement Savings