Accounting & Tax Assistant at Financial Integrators

Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Bookkeeping, Document Organization, Communication, Multitasking, Problem Solving, Attention to Detail, Proactive, Tech-Savvy, Time Management, Team Collaboration, Customer Relationship Management, Microsoft Excel, Google Workspace, Salesforce, Microsoft Word

Industry

Financial Services

Description

Description Are you an organized, detail-driven professional who thrives in a dynamic, team-oriented environment? Financial Integrators, a forward-thinking wealth management firm, is looking for an outstanding Assistant to support our Accounting & Tax Services team. In this critical role, you'll be the first impression for our clients — building relationships, providing exceptional service, and keeping operations running smoothly behind the scenes. If you love creating order out of chaos, solving problems proactively, and making a real difference for both clients and colleagues, we’d love to meet you! What You’ll Do: Be the welcoming voice and face for clients, whether by phone, video, or in-person. Track outstanding documents, follow up diligently, and problem-solve to completion. Support document scanning, organization, and electronic filing across multiple platforms. Ensure smooth tax document collection, reconciliation, and delivery — especially during our busy tax season (February–April). Monitor client communications, send invoices, and schedule meetings with CPAs. Collaborate across teams and with outside advisors to gather the information needed to serve our clients better. What You’ll Love About Working Here: A collaborative, supportive team environment where your work truly matters. Opportunities to build client relationships and contribute to client success. A leadership team that values innovation, communication, and professional growth. Stability and purpose within a respected and growing wealth management firm. Requirements What We’re Looking For: 2+ years of administrative, client service, or bookkeeping experience (preferably in a professional services or financial setting). High school diploma required; Associate’s degree or equivalent experience preferred. Tech-savvy and quick to learn new systems (Google Workspace, Salesforce, Microsoft Excel, and Word experience a big plus!). A natural communicator — organized, positive, proactive, and comfortable on the phone, video, and email. Strong multitasker who stays cool under pressure and meets deadlines with a smile. Detail-obsessed, process-driven, and motivated to take ownership of your work. Willing to roll up your sleeves during busy times (October, February–April) with overtime when needed. Physical Requirements: Prolonged periods working at a desk/computer. Ability to lift up to 25 pounds. This is an in-office position. Ready to grow your career with a team that values your skills and contributions? Apply today — we can’t wait to meet you!

Responsibilities

The Accounting & Tax Assistant will serve as the first point of contact for clients, ensuring exceptional service and smooth operations. Responsibilities include tracking documents, supporting tax document collection, and collaborating with team members and outside advisors.