About AFP

Take charge of your financial future

Career Opportunities: 3

Senior Accountant

ABOUT THE POSITION

Position Summary

Senior Accountants should have robust interpersonal, communication, and project management skills. Senior Accountants should provide the Accounting Department with operational efficiencies as well as guide junior staff members in completing workflow. Senior Accountants are expected to develop on both a personal and professional level during their tenure with the company.

Management/reporting responsibilities

  • This position has no direct reports and reports to a manager.

Primary Responsibilities

  • Preparation of personal, business, and informational tax returns.
  • Reviewing "A" level personal tax returns.
  • Processing of monthly, quarterly and annual business accounting work.
  • Assuring compliance with federal, state, and local tax laws and regulations.
  • Preparation of Audit work papers.
  • Supervise staff.
  • Providing assistance to Accounting Manager on project based work

Worksite location & conditions

  • This position is based in one of Allied Financial Partners four (4) locations, but does offer the flexibility to work remotely on an as-needed basis
  • This is a full time position, forty (40) hours per week, with additional hours during tax season.
  • The position does not require regular travel; although on-site visits to local clients or other offices may be required.

Compensation

  • Non-exempt compensation is dependent upon experience and education.

ABOUT YOU

  • A Bachelor's degree in accounting or finance is required.
  • A minimum of 3 to 5 years’ experience in the Accounting field is required.
  • Should possess or be working towards a CPA designation.
  • Strong knowledge of federal and state regulations.
  • Strong computer skills including Microsoft Office and the ability to assimilate to new programs.
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Strong interpersonal communication skills including verbal and written.
  • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of Allied Financial Partners.

ABOUT US

  • Our Vision: Together, we help educate and guide you towards financial success at every stage of life.
  • Our Mission: To create a premier experience that helps businesses, professional practices and financially engaged individuals realize their vision of success. We achieve this through an integrated suite of account, tax, financial, planning, benefits, HR and payroll services delivered with the highest integrity and efficiency throughout the firm.
  • Our Core Values: Awareness, community service, creativity, enthusiasm, integrity, kindness, partnership, and wisdom.
  • Our Employees: We realize that credit for our success goes to every one of our employees and we are committed to providing the best possible climate for maximum development and achievement of goals.
  • Our Environment: We have always sought to develop a spirit of teamwork, encouraging individuals to work together to attain a common goal.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.


Staff Accountant

ABOUT THE POSITION

Position Summary

Staff accountants should have deep communication, organizational, and analytical skills to provide key operational support to the Accounting Department in processing returns and completing business accounting work. Staff Accountants are expected to develop on both a personal and professional level during their tenure with the company.

Management/reporting responsibilities

  • This position has no direct reports and reports to a manager.

Primary Responsibilities

  • Preparation of personal, business, and informational tax returns.
  • Processing of monthly, quarterly and annual business accounting work.
  • Assisting in the preparation of client work papers.
  • Providing assistance to Senior Accountants.
  • This position may include new responsibilities and tasks or changes as management deems necessary for employee or firm development.

Worksite location & conditions

  • This position is based in one of Allied Financial Partners four (4) locations, but does offer the flexibility to work remotely on an as-needed basis
  • This is a full time position, forty (40) hours per week, with additional hours during tax season.
  • The position does not require regular travel; although on-site visits to local clients or other offices may be required.

Compensation

  • Non-exempt compensation is dependent upon experience and education.

ABOUT YOU

  • A Bachelor's degree in accounting or finance is required.
  • Working towards a CPA designation is preferred.
  • Strong knowledge of, or a desire to learn, federal and state regulations.
  • Strong interpersonal communication skills including verbal and written.
  • Strong computer skills including Microsoft Office Suite and the ability to assimilate to new programs.
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of Allied Financial Partners.

ABOUT US

  • Our Vision: Together, we help educate and guide you towards financial success at every stage of life.
  • Our Mission: To create a premier experience that helps businesses, professional practices and financially engaged individuals realize their vision of success. We achieve this through an integrated suite of account, tax, financial, planning, benefits, HR and payroll services delivered with the highest integrity and efficiency throughout the firm.
  • Our Core Values: Awareness, community service, creativity, enthusiasm, integrity, kindness, partnership, and wisdom.
  • Our Employees: We realize that credit for our success goes to every one of our employees and we are committed to providing the best possible climate for maximum development and achievement of goals.
  • Our Environment: We have always sought to develop a spirit of teamwork, encouraging individuals to work together to attain a common goal.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.


IT Help Desk Specialist

ABOUT THE POSITION

Position Summary

The IT Help Desk Specialist is responsible for providing technical assistance and support related to computer systems, hardware, or software. Responds to queries, runs diagnostic programs, isolates problem, and determines and implements solution.

Management/reporting responsibilities

  • This position has no direct reports and reports to the managing partner.

Primary Responsibilities

  • Provide technical assistance and support for incoming queries and issues related to computer systems, software, and hardware.
  • Respond to queries either in person, via email, or over the phone.
  • Train computer users.
  • Maintain daily performance of computer systems.
  • Respond to tech requests submitted by staff seeking help.
  • Ask questions to determine nature of problem.
  • Walk staff through problem-solving process and/or direct them to the proper information in order to troubleshoot the problem themselves.
  • Install, modify, and repair computer hardware and software.
  • Clean up computers.
  • Run diagnostic programs to resolve problems.
  • Resolve technical problems with Local Area Networks (LAN), Wide Area Networks (WAN), and other systems.
  • Install computer peripherals for users.
  • Follow up with staff to ensure issue has been resolved.
  • Gain feedback from staff about computer usage.
  • Run reports to determine malfunctions that continue to occur.

Worksite location & conditions

  • This position may be based in one of Allied Financial Partners three (3) local locations, and may offer the flexibility to work remotely on an as-needed basis.
  • This is a part time position, between 15 and 20 hours per week, with additional hours as needed.
  • The position does not require regular travel.

Compensation

  • Non-exempt compensation is dependent upon experience and education.

ABOUT YOU

Education & Experience

  • A Bachelor's degree in Information Technology, Computer Science or equivalent is required.
  • A minimum of 1 years’ experience in the IT field preferred.

Key Competencies

  • Planning and strategizing
  • Adaptability
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Strong interpersonal communication skills including verbal and written.
  • Desire to build the overall growth of Allied Financial Partners.

ABOUT US

  • Our Vision: Together, we help educate and guide you towards financial success at every stage of life.
  • Our Mission: To create a premier experience that helps businesses, professional practices and financially engaged individuals realize their vision of success. We achieve this through an integrated suite of account, tax, financial, planning, benefits, HR and payroll services delivered with the highest integrity and efficiency throughout the firm.
  • Our Core Values: Awareness, community service, creativity, enthusiasm, integrity, kindness, partnership, and wisdom.
  • Our Employees: We realize that credit for our success goes to every one of our employees and we are committed to providing the best possible climate for maximum development and achievement of goals.
  • Our Environment: We have always sought to develop a spirit of teamwork, encouraging individuals to work together to attain a common goal.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.

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Allied Payroll Services is bonded

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IL, NC, NJ, NY, PA, TN, VA, WA . No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.