Category: Uncategorized

McMill CPAs & Advisors is a dynamic, innovative firm looking for enthusiastic, motivated individuals to join our growing team of talented professionals. If you are eager to achieve professional growth, this is the firm for you!

We are currently offering an internship working directly with our CPAs and Bookkeeping/Payroll Teams to serve our high-touch clients with professionalism and expertise!

This position will include tax preparation and accounting work in a public CPA firm, helping the intern acquire necessary experience hours for the Certified Public Accountant (CPA) license (2 years work experience required).

Job description responsibilities and opportunities include the following but are not limited to:
• Assist in tax preparation and working with IRS regulations
• Assist with 1099 preparation
• Perform data entry
• Review reports for accuracy
• Collaborate with team members

Experience & Skills:
• Enrolled as an Accounting or Finance Major at a 2-4 year college
• Strong attention to detail with excellent problem solving skills
• Excellent communication skills (written and verbal)
• Excellent analytical skills
• Ability to meet critical deadlines in a fast-paced environment
• Must be trust-worthy, organized, and disciplined
• Good judgment and ability to keep information confidential
• A can-do attitude and desire to learn

Apply Today!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

McMill CPAs & Advisors is looking for a Human Resource Manager to lead and advance their talent development, engagement and employment enrichment programs for multiple companies. This includes multiple facets and programs within the full spectrum of the team member employment life cycle including recruiting, learning and development, team relations and communication, efficiency and effectiveness building and performance management. This position will report directly to the owners of the company.

The Human Resources Director must have a bachelor’s degree from a 4-year college or university and 4 years of relative experience preferred.

Duties:

• Serve as a firm representative for employees’ needs: emotional and physical
• Conduct staff meetings
• Spearhead employee evaluations
• Administer employee benefit programs
• Execute company-wide marketing programs for employee recruitment and retention
• Employee orientation including providing information on policies and job duties
• Allocate human resources, ensuring appropriate matches between departments, including monitoring of under-staffing and over-staffing
• Ensure policies and procedures are followed by staff
• Assist in the development of career paths for key positions within the firm
• Spearhead strategic planning for firm and managers
• Goal setting–assist managers with goals throughout the year

Skills and Abilities:

• Graduate from a college or university with a bachelor’s degree
• 4 years of relative experience preferred
• Has a solid knowledge base of general Human Resources and Employment Law standards
• Enjoys leading and developing others
• Enjoys working in a collaborative environment

Benefits Include, but are not limited to:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Life Insurance
• Retirement Plan
• PTO
• Paid Holidays
• Casual Dress Code
• Flexible Work Environment

Job Type: Full-time
Education: Bachelor’s Degree (Required)
Location: Norfolk, NE (Required)

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you

The Client Accounting/Payroll Specialist is responsible for processing payroll information and providing excellent service to clients. This position is responsible for payroll records and reports including the preparation of quarterly and annual payroll tax returns using Payroll specific software.

Essential Functions:

• Process complex payrolls for clients
• Prepare quarterly and yearly payroll tax returns
• General bookkeeping duties

Qualified candidates must have excellent understanding and demonstrated experience in fundamental payroll concepts. The right candidate will have thorough and in-depth understanding of the entire payroll process from start to finish.

Candidates must have GREAT people skills and very strong PC skills including intermediate knowledge of Microsoft Word and Excel. Must be able to work in a fast paced, deadline driven, multi-client environment.

Skills/Experience:

• Minimum of 2 years Payroll experience required, with experience processing client payroll preferred
• 2-year accounting or business degree preferred
• Advanced QuickBooks knowledge a plus
• Experience compiling and posting employee time and payroll data
• Experience computing employees’ time worked, production, and commission and preparing paychecks and reports.
• Exceptional customer relationship building skills
• Knowledge of Microsoft Office products and Windows, with the ability to quickly learn and adapt to new software/technology
• Must possess the ability to interact with both internal and external contacts under deadlines
• Organizational aptitude and attention to detail are vital-must be able keep track of multiple assignments/projects
• Self-motivated
• Must be thorough with an ability to follow procedures
• Excellent written and oral communication skills
• Ability to display good judgment

Benefits include, but are not limited to:

• Health Insurance
• Dental and Vision Insurance
• Life Insurance
• Short and Long Term Disability Insurance
• Retirement Plan
• Paid time off and holidays
• Flexible work environment
• Casual dress code

Candidates must have GREAT people skills and very strong PC skills including intermediate knowledge of Microsoft Word and Excel. Must be able to work in a fast paced, deadline driven, multi-client environment.

Job Type: Full Time

Education: 2 Year Accounting or Business (Preferred)

Location: Norfolk, NE

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Are you great with customers, driven, and looking for an exciting career change?

Retirement Plan Consultants LLC is a rapidly growing company looking to fill new position(s) in the area of client services! Specializing in hands on retirement plan administration for small to mid-size businesses, Retirement Plan Consultants offers a team-based office environment with competitive compensation, good benefits and opportunity for growth.

This position will work with retirement plans across the country to ensure compliance and will work closely with all internal departments. No prior industry experience is required.

What You’ll Do:

• Client communications
• Preparation of client forms and documents
• Build and maintain strong client relationships
• Identify and respond to clients’ changing needs and industry trends
• Provide clients guidelines to ensure the plan is meeting all retirement plan qualifications
• Work with co-workers to complete special projects and improve department quality

Experience & Skills:

• Experience – 1-2 years of client/customer service required.
• Education – bachelor’s degree preferred with a minimum of an associate’s degree preferred in business, finance, accounting, or a related field.
• Leadership – must possess strong leadership skills with the ability to interact with both internal and external contacts under strict deadlines.
• Communication Skills – strong analytical and negotiation skills are necessary. The ability to develop a rapport with clients and prospects. Must be an effective listener who is able to think on their feet and respond to objections.
• Independence – a strategic mindset with good business acumen and strong initiative. A problem solver capable of understanding a client’s needs and offering a solution.
• Time Management Skills – demonstrated organizational abilities and attention to detail are vital. Able to handle multiple projects with a timely follow up.
• Computer Literacy – Proficient in Excel, Word, and Outlook with above average typing skills

Job Type: Full-time

Experience: Customer Service: 1 year (Required)

Location: Norfolk, NE (Required)

Work environment: Office

Communication method(s) used: Email and Phone

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Are you great with numbers, driven, and looking for an exciting career change?

Retirement Plan Consultants LLC is a rapidly growing company looking to fill new position(s) in the area of client services! Specializing in hands on retirement plan administration for small to mid-size businesses, Retirement Plan Consultants LLC offers a team-based office environment with competitive compensation, good benefits and opportunity for growth.

This position will work behind the scenes for retirement plans across the country to ensure that their needs are met and will work closely with all internal departments. No prior industry experience is required.

What You’ll Do:   

• Process daily transactions for retirement plans
• Process ACH credits and debits
• Data entry, posting, and verifying transactions and trades
• Account setup and document/correspondence preparation and distribution
• Assist as backup for customer service

Experience & Skills:

• 2 or 4 year degree in Business or Finance preferred
• Knowledge of retirement plans a plus
• Organized and dependable
• Ability to work in a fast-paced team environment
• Excellent communication skills (written and verbal)
• Excellent analytical skills-good with numbers
• Must be trust-worthy, organized, and disciplined
• Good judgment and ability to keep information confidential
• A can-do attitude and desire to learn
• Proficient in Excel, Word, and Outlook with above average typing skills

Job Type: Full-time

Education: Associate (Required)

Location: Norfolk, NE (Required)

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

The Senior Tax Accountant is the first advisor to gather and review a client’s tax documents to prepare the necessary partnership, corporate, trust, or individual income tax returns. Frequent communication with the client is not only necessary, but also imperative to successfully meet the client’s needs. Perpetual internal communication with an administrative team and the manager/partner is also required to bolster an efficient workflow to complete accurate and timely prepared tax returns.

This is a full-time exempt position that seasonally requires long hours and some weekend work.

Responsibilities

• Assume full responsibility for directing tax engagement and special assignments.
• Perform tax interviews with clients for the planning and preparation of the tax returns.
• Direct accountants and staff assistants, review programs, review working papers for accuracy and completeness and review the financial statements for suitability of presentation.
• Follow the progress of the engagements and help resolve accounting and tax problems as they arise.
• Take responsibility for complying with pronouncements of professional and other regulatory groups.
• Study and evaluate the internal controls used by the client, and prepare or review the work program and time budget.
• Assign work to staff members on the basis of their knowledge and capabilities.
• Support the training of staff members, offer guidance and direction, and provide constructive criticism of working papers.
• Review with the tax manager any significant tax finds that raise questions involving accounting principles or statement presentation.
• Responsible for billing engagements on a timely manner.
• Maintain steady contact with clients throughout the business year-know the client’s impression of the conduct of the engagements.
• Resolve problems and supervise the preparation of the report drafts by the staff as the engagement nears completion.
• Work directly with the client’s attorneys or brokers, taxing authority agents, and other third parties.
• Provide wealth planning advice (investments, financial planning, retirement etc.) (would need to pass Series 65 exam)

Experience & Skills

• Holds a CPA designation and in good standing with the State of Nebraska.
• 5 to 10 years work experience in a public accounting firm in the tax department.
• Energetic with a passion to grow professionally in the business world.
• Strong attention to detail with excellent problem-solving skills.
• Excellent communication skills (written and verbal).
• Excellent analytical skills.
• Ability to meet critical deadlines in a fast-paced environment.
• Must be trust-worthy, organized, and disciplined.
• Good judgment and ability to keep information confidential.
• A can-do attitude and desire to learn.
• Knowledge of Microsoft Office Series to include Excel, Word and Outlook.
• Knowledge of ProSystemFx, Engagement, and Fixed Assets Program a bonus.

We are seeking someone with a CPA designation with 5 – 10 years work experience in a public accounting firm in the tax department and who is in good standing with State of Nebraska.

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

The Investment Assistant works as a generalist within Wealth Management LLC serving the clients to which they are assigned. The most important functions of the Administrative Investment Assistant are to provide additional clerical support to our clients through timely and accurate delivery of any requests and to assist in the verification/completion of all pending work assigned to the team.

Essential Duties and Responsibilities:

• Places daily trades and preparation of reports for clients
• Performs the setup of all new accounts
• Confirms all pending check deposits on a daily basis to ensure prompt processing at each custodian
• Partners with team members to monitor and provide status updates on CRM
• Will reach out to partner custodians to gather updates on items as assigned
• Process daily downloads with custodians and software
• Performs the initial review of all new account paperwork that comes to the team, partnering with the client to ensure accuracy before processing with partner custodians
• Assist in production of quarterly statements for all advisors and/or companies
• Partners with other Administrative Investment Assistants in the department to ensure daily deadlines are met

Qualifications:

• 1-2 years of prior client service experience
• Associates degree in related field preferred
• Ability to multi task and prioritize with great attention to detail and accuracy
• Team player – must strive to be a collaborative, valued member of the team
• Exceptional customer relationship building skills
• Excellent written and oral communication skills
• Must be able to meet deadlines and keep track of multiple assignments/projects
• Proficient in Microsoft Excel and Word
• Exceptional problem resolution skills

Job Type: Full-time

Experience:

• Client Service: 1 year (Preferred)
• Excel: 1 year (Preferred)
• Microsoft Word: 1 year (Preferred)
• Administrative: 1 year (Preferred)

Education: Associate (Preferred)

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Retirement Plan Consultants

Retirement Plan Consultants LLC is a coordinated team of trusted financial professionals, equipped to deal with employee benefit plans. We provide an open architecture low cost recordkeeping platform, third party administration and fiduciary services. Our exclusive advisor advantage and fiduciary service protection program make us leaders in the retirement plan industry. We partner with elite advisors from across the country, allowing them to maintain the relationship, while we do the work behind the scenes. Retirement Plan Consultants LLC offers a flexible office environment with competitive compensation, good benefits, and opportunity for growth.

We are seeking a driven, team-oriented salesperson who will develop a book of business within a given territory. Education or sales experience required. Training will be provided on products and services. Job description responsibilities and opportunities include the following but are not limited to:

Job Duties

• Grow and maintain a book of business for a given territory
• Establish relationships with new and current partners and customers
• Provide education to financial advisors and plan sponsors

Experience & Skills

• 4 year degree in an applicable field
• 3+ years of direct selling or internal sales experience
• TPA experience or QKA designation preferred
• Experience with Dimensional Funds or passive investment strategy
• Strong interpersonal skills to handle client contacts
• Experience with profit sharing and cash balance plan design a plus
• Customer service experience a plus
• Knowledge of retirement plans a plus
• Motivated self-starter
• Ability to learn and retain information in a fast-paced environment
• Organized and dependable
• Excellent communication skills (written and verbal)
• Excellent analytical skills-good with numbers
• Must be trust-worthy, organized, and disciplined
• Good judgment and ability to keep information confidential
• A can-do attitude and desire to learn
• Proficient in Excel, Word, and Outlook

Benefits include, but are not limited to:

• Health Insurance
• Dental and Vision Insurance
• Life Insurance
• Short and Long Term Disability Insurance
• Retirement Plan
• Paid vacation and holidays

Location: Remote, applicant must be located in North Carolina

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Retirement Plan Consultants

Retirement Plan Consultants LLC is rapidly growing company looking to fill new position(s) in the area of plan administration! Specializing in hands on retirement plan administration for small to mid-size businesses, Retirement Plan Consultants LLC offers a team-based office environment with competitive compensation, good benefits and opportunity for growth.

This position will work with retirement plans across the country to ensure compliance and will work closely with all internal departments.

What You’ll Do:

• Client communications
• Preparation of Client Annual Filings
• Preparation and review of plan documents and amendments
• Compliance/Nondiscrimination Testing
• New Comparability plan contribution calculations
• Build and maintain strong client relationships
• Identify and respond to clients’ changing needs and industry trends
• Provide clients guidelines to ensure the plan is meeting all retirement plan qualifications
• Work with co-workers to complete special projects and improve department quality

Experience & Skills:

• Experience – 2-3 years working in the retirement plan industry handling plan administration
• Education – bachelor’s degree preferred with a minimum of an associate’s degree preferred in business, finance, accounting, or a related field.
• Leadership – must possess strong leadership skills with the ability to interact with both internal and external contacts under strict deadlines.
• Communication Skills – strong analytical and negotiation skills are necessary. The ability to develop a rapport with clients and prospects. Must be an effective listener who is able to think on their feet and respond to objections.
• Independence – a strategic mindset with good business acumen and strong initiative. A problem solver capable of understanding a client’s needs and offering a solution.
• Time Management Skills – demonstrated organizational abilities and attention to detail are vital. Able to handle multiple projects with a timely follow up.
• Computer Literacy – Proficient in Excel, Word, and Outlook with above average typing skills

Benefits include, but are not limited to:

• Health Insurance
• Dental and Vision Insurance
• Life Insurance
• Short and Long Term Disability Insurance
• Retirement Plan
• Paid time off

Job Type: Full Time

Education: Associates or Bachelors (Preferred)

Location: Norfolk, NE

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!