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    Careers

    BGW CPA, PLLC is anything but a typical CPA firm. We are transforming the accounting profession from being passive and reactive to one expected to make a difference in our clients’ lives and businesses. We serve our clients and our community with integrity and honesty.

     

    We are currently searching for candidates for the positions listed below. Please submit résumés to Renee Ball at rball@trustbgw.com.

     

    Accounting Solutions Group Level 1

    • Summary of Responsibilities: 
      • Candidate is given a wide variety of diverisifed accounting and bookkeeping assignments under the supervision of different professionals. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints. 
    • Soft Skills:
      • Adheres to the firm's policies and procedures
      • Effectively communicates with client to receive information necessary to complete the engagement with a minimum of disruption to the client
      • Understands the rules, regulations, and Code of Professional Conduct of the AICPA
      • Ability to complete tasks as directed by ASG Level 2 or higher teammate
      • Attends and participates in professional education including in-house industry gruop meetings and participates in professionally sponsored training sessions
      • Effectively communicates with the client team with respect to projects that are in process, ex.
        • Issues with receiving client information
        • Technical issues
        • Status of meeting completion dates
        • Status of budget
      • Assists other team members as needed with training / technical matters
    • For Bookkeeping Assignments:
      • Obtains working knowledge of Quickbooks desktop and online accounting software
      • Assumes responsibility for entering data and closing out clients' books under the supervision of a Level 2 or higher teammate. This includes any applicable sales & use tax or payroll tax.
      • Proficient at preparing compiled financial statements and supporting schedules as evidenced by minimal review points
      • Becomes familiar with basic accounting software concepts for consulting and one-time projects
    • Education, Experience, and Skills Required
      • Basic understanding of bookkeeping and accounting principles
      • Minimum of 20 hours of continuing professional education is required each year
      • Ability to communicate clearly and concisely in English

     

    Accounting Solutions Group Level 2

    • Summary of Responsibilities: 
      • Candidate is given a wide variety of diverisifed accounting and bookkeeping assignments under the supervision of different professionals. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints. 
    • Soft Skills:
      • Excels at soft skills associated with ASG Level 1 job description (see posting above)
      • Limited to no review points on regular ongoing projects
      • Ability to train, mentor, and supervise new staff
      • Takes the lead role in project management of routine client work - defined for bookkeeping assignments below
      • Demonstrates time management skills by meeting client deadlines, responsiveness to client and internal requests, participation in firm leadership, balance at home, etc.
      • Ability to effectively communicate advisory skills to both the client and the internal project team
    • For Bookkeeping Assignments:
      • Takes the lead role in various elements of assignments (e.g. requesting client information, monitoring delivery dates, ensuring the upper level reviews are timely)
      • Demonstrates mastery of procedures to close out financial period both timely and accurately
      • Ability to identify and resolve issues that inhibit engagement completion
      • Proficient at completing special bookkeeping and accounting projects in a timely manner
    • Education, Experience, and Skills Required
      • Associate degree in accounting or more than 2 years' bookkeeping experience
      • 2 to 6 years of experience in accounting or bookkeeping
      • Minimum of 20 hours of continuing professional education is required each year
      • Well-rounded knowledge of accounting principles
      • Ability to communicate clearly and concisely in English

     

    Administrative Support / Document Scanner (Temporary Position until December 2021) - Charlotte

    • Primary Responsibilities: 
      • Scanning tax documents according to guidelines provided and in an accurate and timely manner
      • Project management assistance
      • Database clean-up and maintenance
    • Other Responsibilities:
      • Assist with client document return; package and prepare for shipment
      • General office duties
    • Position Requirements:
      • Ability to communicate clearly and concisely in English
      • Ability to manage sensitive information appropriately
      • Reliable, team player with attention to detail
      • Basic knowledge of office equipment (copier, printer, Microsoft Office Suite)
      • Experience with Practice CS and HubSpot preferred, but not required
      • Office hours 8:30am-5:30pm Monday-Friday at Camden Road office
    • Possible Temporary to Permanent Position

     

    Administrative Assistant - Hendersonville

    • Summary of Position: 
      • Full-time independent administrative assistant to help in the daily office operations with a positive attitude, good communication skills, highly organized and a team player. This position requires a full-time professional presence in the office and may require extended hours during tax season.
    • Primary Responsibilities include: answering phones, greeting clients, project management, scheduling appointments with clients, processing and delivery of tax returns, other administrative duties as needed
    • Position Requirements:
      • Exceptional organization skills
      • Ability to communicate clearly and concisely in English
      • Previous administrative experience
      • Ability to learn project management software
      • Positive attitude and willingness to learn
      • Ability to manage sensitive information appropriately
      • Basic knowledge of office equipment (copier, printer, Microsoft Office Suite)
      • Experience with Practice CS and HubSpot preferred, but not required
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