Ramsey-Haun, CPA, PC

11/06/2021

TAX ACCOUNTANT OPPORTUNITY
At Ramsey-Haun, we pride ourselves on providing high quality professional services while maintaining a fun and open work environment. Our clients have come to expect unrivaled services provided by our welcoming and knowledgeable staff. We are looking for a Tax Accountant that takes pride in their work and enjoys the challenges that come with tax preparation, planning, and strategy. The perfect candidate will be looking for a long-term position where they can combine positivity and performance to propel their professional goals while promoting the goals of the team.

Ramsey-Haun offers a competitive salary and benefits package plus performance bonuses. We offer a team-oriented environment that is supportive and flexible. Considering the industry peaks where overtime is necessary, we still pride ourselves on emphasizing work-life balance by tackling the workload as a team. The office atmosphere is laid-back and comfortable for clients and employees so conservative casual dress is encouraged. We also offer unique paid time off plans that our employees love. If that isn’t enough make Ramsey-Haun a great place to work and you have an idea to better the work environment, we are also open to suggestions!

SCOPE OF WORK
• Prepare accurate corporate and individual Federal and State tax returns
• Process payroll with multiple withholdings and prepare corresponding payroll tax returns
• Prepare state and local tax returns such as business tax return, tangible personal property schedules, annual reports, sales tax returns, etc.
• Research tax laws for tax preparation or tax resolution
• Recommend tax strategies
• Review internal or client-prepared bookkeeping for accuracy
• Communicate professional opinion to clients regarding tax findings or issues
• Seek out and recommend process improvements to the Firm’s systems and controls to optimize client services and/or the client experience
• Maintain strict privacy and confidentiality of client and firm information
• Notify management of any unusual or significant matters that may arise during performance of duties
• Eagerly learn new skill sets and pursue an in-depth knowledge of pertinent tax law changes
• Patiently assist clients with technical training, tax/bookkeeping questions or other client needs
• Support team by performing administrative duties when necessary

QUALIFICATIONS
• Professional experience in public accounting
• CPA license or pursuing CPA license preferred
• Bachelor’s in Accounting preferred
• Proficient in use of computers and Microsoft software applications
• Familiarity with tax and accounting software packages
• Mastery of accounting and bookkeeping procedures

SKILLS REQUIRED
• Professional, highly-motivated and friendly demeanor
• Leadership approach whether working independently or with a group
• Perceptive project management skills with the ability to prioritize
• Excellent time management with a focus on deadlines
• Confident written and verbal communication skills
• Witty sense of humor
• Problem-solving and analytical skills
• Keen attention to detail
• Ability to sit and/or stand to use a computer for extended periods of time
• Availability to work increased hours, when necessary, typically only during seasonal periods (total hours generally range from 2,080-2,300, including PTO)

07/05/2021

OFFICE MANAGER OPPORTUNITY

At Ramsey-Haun, CPA, we pride ourselves on providing high quality professional services while maintaining a fun and open work environment. Our clients have come to expect unrivaled services provided by our welcoming and knowledgeable staff. We are looking for an Office Manager that takes pride in their work and enjoys the challenges that come with running an efficient tax practice. The perfect candidate will be looking for a long-term position where they can combine positivity and performance to propel their professional goals while promoting the goals of the team.

Ramsey-Haun offers a competitive salary and benefits package plus performance bonuses. We offer a team-oriented environment that is supportive and flexible. Considering the tax preparation industry peaks where overtime is necessary, we still pride ourselves on emphasizing work-life balance by tackling the workload as a team. The office atmosphere is laid-back and comfortable for clients and employees so conservative casual dress is encouraged. We also offer unique paid time off plans that our employees love. If that isn’t enough make Ramsey-Haun a great place to work and you have an idea to better the work environment, we are also open to suggestions!

SCOPE OF WORK
• Greets clients and answers client calls in a warm, knowledgeable manner
• Organizes office information workflow systems
• Continually seeks innovative ways to streamline office procedures
• Maintains data integrity of client information in multiple systems
• Schedules client appointments and telephone conferences
• Responsible for new client intake process and information setup
• Maintains electronic and paper filing systems including systematic retention, protection, retrieval and disposal of client and office records
• Tracks and orders office supplies and other inventory needs while seeking out cost savings options
• Reviews project reports to verify filing deadlines will be met
• Utilizes technology to increase firm efficiencies
• Performs light bookkeeping duties
• Requests payments when client account is delinquent
• Coordinates office technology systems and general repairs and maintenance with approved vendors
• Recommends process improvements to the Firm’s systems and controls to optimize client services and/or the client experience
• Maintains strict privacy and confidentiality of client and firm information
• Notifies management of any unusual or significant matters that may arise during performance of duties
• Eagerly learns new skill sets to advance their knowledge of the industry
• Patiently assist clients with information requests, questions and other client needs
• Fulfills other various administrative tasks

QUALIFICATIONS
• Experience managing a professional office preferred
• Proficient in use of computers and Microsoft software applications
• Must have reliable transportation
• Basic understanding of accounting and bookkeeping procedures, a plus

SKILLS REQUIRED
• Professional, highly-motivated and friendly demeanor
• Leadership approach whether working independently or with a group
• Perceptive project management skills with the ability to prioritize
• Excellent time management with a focus on deadlines
• Confident written and verbal communication skills
• Witty sense of humor
• Problem-solving and analytical skills
• Keen attention to detail
• Ability to sit and/or stand to use a computer for extended periods of time
• Availability to work increased hours, when necessary, typically only during seasonal periods (total hours generally range from 2,080-2,300, including PTO)

Must be Authorized to work in the United States.

11/05/2019

OVERVIEW
The Bookkeeper/Office Manager will perform bookkeeping for select clients through reviewing and processing client data, understanding client needs and expectations, apply previously attained knowledge to client’s information to best serve the client in an effective, efficient and timely manner as well as organize and coordinate the day-to-day office administration. The Firm's client-centered goals and positive culture should be displayed in all professional communications with clients and co-workers to foster positive working relationships in every contact.

RESPONSIBILITIES
Processes client data following Firm policies and procedures. Alerts supervisor of unusual or significant opportunities or issues relating to client data. Assists other team members with client and workload obligations by coordinating client relations and data management as well as suggesting process improvements. Self-manages by prioritizing workload to meet internal and external deadlines. Effectively communicates with clients, team members and supervisor. Works in coordination with other team members to maintain and promote a positive team-oriented workplace.
• Maintaining accurate ledgers
• Recording and depositing accounts receivable
• Posting and timely paying accounts payable
• Reconciling multiple bank accounts
• Posting charges to appropriate ledgers
• Commission calculations and payments
• Monthly reporting of financial statements to company owners
• Various other bookkeeping functions

POSITION QUALIFICATIONS
Education – High School Diploma or equivalent.
Experience – 3+ years work experience, customer/client service experience preferred.
Excellent written and verbal communication skills.
Successful problem-solving and analytical skills.
Ability to thrive in a team-oriented environment.
Good project management, analytical, and interpersonal skills.
Strong time-management skills.
Good sense of humor.

WORKING CONDITIONS
Ability to sit and/or stand and use a computer for extended periods of time.
Ability to provide own transportation.
Overtime work may be required throughout year during peak times. Total hours generally range from 2,080-2,120, including PTO.

12/13/2018

If you received a notice that looks like this one and appears to be an Annual Report statement, please disregard and do not send any money. Please contact us if you have any questions. Thank you!

06/21/2017

Congratulations Realty Executives!!! What an amazing accomplishment for an amazing group!

Realty Executives Associates, with more than 550 real estate experts serving all of east Tennessee, has been named Realty Executives International’s Brokerage of the Month for May 2017. Founded in 1979 by Vance Burkey, the brokerage is led by Steve Fogarty (President), Tony Rodgers (Broker/Owner), P...

12/26/2016

Merry Christmas Everyone!

11/29/2016

Our beloved Smoky Mountains, residents, and businesses need help. Let's show our support by contributing on the link below or by texting "10" to 90999 for a $10 donation to the American Red Cross. Our thoughts and prayers are with the families and rescue crews.

Donate here for and join the global celebration of generosity. Help the Red Cross continue to provide support, strength, and hope for those in need.

11/24/2016

Happy Thanksgiving to all of our family, friends and clients that have become friends and family!

08/26/2016

How many items on this list will you be doing this weekend? Comment below with your number, let's see if there are any perfect 10s out there!

What are you doing Saturday?

08/04/2016

We are a growing West Knoxville/Farragut CPA firm that has an opportunity for an Office Manager. The position will have the primary duty of managing the office by answering phones, greeting clients, traveling to the PO/bank, ordering office supplies, contacting vendors, etc. The position will also be responsible for light bookkeeping duties. Bookkeeping experience preferred but we will train the right person. Job requirements are a positive attitude, willingness to learn, pride in work and solid work ethic. Must have a reliable vehicle. Office hours are 9-5 M-F. Part time considered. Hourly pay DOE with mileage reimbursement at the published IRS mileage rate. Overtime will be required, depending on workload, during tax season which runs from January 2nd through April 15th. Send resume to [email protected] or fax to 865-690-5279. No phone calls please.

07/06/2016

No. 1: Sign up to do one thing that scares you.