Student Assistant/Intern

Student Assistant/Intern

Duncan Witt CPA Group, PLLC - Bothell, WA


We are small but growing Canyon Park (Bothell) boutique CPA Firm looking for a customer-oriented, highly-organized team member!  Our most immediate need is for someone to assist professional staff in day to day operations during the upcoming tax season by providing clerical and phone support, but an assistant on an accounting career track will also be assigned bookkeeping and tax work, as your time allows.  Ideally you would be available to stay on with us after the main tax season.

We value our clients and the trust they place in us. We go to great lengths to form deep, long-term relationships with our clients and to provide them with exceptional service. We provide that service while adhering to a high standard of integrity, trust, and responsibility. In alignment with this, our company culture places value on the contributions of every team member. This position performs an important function for our firm helping to ensure our work product is delivered to our clients in excellent order with accuracy and promptness.

We provide full service tax, monthly accounting, compliance, consulting, and advisory solutions to businesses and individuals. We work with our clients to both provide the solutions and education they need to support their success. This will allow you to be exposed to variety of issues and tasks on a daily basis.

Job Description

The purpose of this position is ensure smooth day to day operations while providing superior customer service.  This position is instrumental in ensuring clients have a most memorable, positive experience.

We offer an enjoyable work environment and a flexible part time schedule.  We are willing to schedule around children’s drop-off and pick-up school times, or your own class schedule

Hours will start out at about 4 to 5 hours per day, 4-5 days per week, (about 20+ hours per week to start). During tax season more hours will be available. 
Starting Pay: $15-$18+/hour, depending on your experience: Raise after 90 days based on performance. Hourly wage can increase at any time. 



  1. Answer phones in a friendly, warm manner.
  2. Schedule appointments
  3. Assemble and prepare completed tax returns for mailing
  4. Ensure CPA has all necessary materials for upcoming appointments.
  5. Print and record notes from client conversations in the CRM database.
  6. Keep CRM database up to date with client information
  7. Prepare and organize client files
  8. General back up support where needed.
  9. Maintain the office environment in organized condition.
  10. Scan & File statements in client e-file
  11. If you are on an accounting career track, then also input data in QuickBooks, assist with W-2 and 1099 and quarterly filings, and possibly tax prep with direction from CPAs


  1. Ensure prospect flows 'Through the system' in a timely fashion.
  2. Identify improvement opportunities in process flows.


• Ability to work in fast paced, customer service oriented environment

• Willingness to wear multiple hats

• A true love for working with people and dealing with people

• Highly organized with strong follow-through

• Outstanding verbal and written communication skills

• Process driven while completing tasks

• Ability to prioritize day-to-day tasks and issues and manage time

• Resourceful in problem resolution

• Phenomenal phone skills and ability to build trust with clients

• Operate with a proactive approach when dealing with CPAs and clients

• Demonstrates persistence to achieve quality

• Demonstrated ability to empathize with prospective clients and clients

• Ability to adapt to continuous and constant change


• Warm, caring phone manner

• Working knowledge of computers and MS Office Suite (Word, Outlook, Excel).

• 2 years of Accounting major in college preferred (duties will be assigned based on education and experience)

• Knowledge of QuickBooks preferred.

• Knowledge of Lacerte a plus.

• Desire to learn and grow in a CPA firm a plus

Personal Skills:

• Enjoy working with people, developing rapport and trust and being a team player

• Flexible and a self-starter; proactive in recognizing needed tasks

• Highly organized and adaptive to change in business processes

• Able to handle sensitive/confidential information

• Professional attire and demeanor

• Has the initiative to thrive in a small firm.

• Is excited about learning new things and dedicated to quality client service.

• Personal values in alignment with company culture of compassion, caring for clients, and sensitivity to client life goals

To Apply

Please e-mail resume to: