We are a boutique accounting and management consulting firm empowering business leaders to achieve greater financial success. At Forge, we work with small business owners and nonprofit leaders to proactively plan for the future and accurately account for the past. We take time to understand our client’s needs and guide them towards achieving their goals through thoughtful explanations, valuable insights, and practical solutions. We’re proud to provide small businesses and nonprofit organizations what they need to make smart financial decisions so they can thrive and reach their goals.

An early-career professional with a business, finance or accounting background who aligns to our values and is seeking a culture that enables the double win – a rewarding career and a rewarding life. If you’re ready to work smarter (not harder) while contributing to the success of our team and our clients – consider Forging Ahead with us.

• Under general supervision, perform finance and accounting assignments that may include tax, advisory and/or audit assignments.
• Develop quality client relationships and partner to best serve their needs
• Meet quality and timing targets
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Review previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Review all supplied financial information for accuracy.
• Use various accounting technology to prepare tax returns, and submit for review.
• Calculate taxes owed or refunds due to client; consult tax law publications for guidance on unusual situations.
• Maintain understanding and knowledge of changes in law/compliance by reading professional literature or attending seminars and training courses.
• Travel occasionally (typically same-day, limited overnights) for work at client’s location, firm meetings and/or seminars.

• A strong alignment and willingness to consistently demonstrate Forge’s core values.
• Bachelor’s degree in business, finance accounting or similar degree required.
• CPA or eligibility to sit for CPA exam is preferred.
• Entry level or up to 3 years prior experience (which may include internship experience)
• Proficiency with Microsoft Office (Outlook, Power Point, Excel, Teams, Share Point, etc) and the ability to stay ahead of the curve with continual technology advancements.
• Business and financial statement analysis skills.
• Demonstrated high level of discretion and confidentiality
• Excellent verbal, written, and interpersonal communication skills.
• Growth mindset required.
• Ability to execute and effectively collaborate virtually.

At Forge, we believe doing great work goes hand in hand with living a great life. Here, you’ll experience:

• Meaningful work. We are passionate about helping small businesses and nonprofits thrive, and every member of the Forge team makes a positive impact on the clients we serve.
  
• Flexibility and autonomy. We trust our team to make the expected contributions of the role, and we treat you like the professional adult you are. You do your part to embrace the responsibility that comes with the job, and we’ll monitor your contributions and collaboration, not the clock. Enjoy the flexibility to adjust start and stop times or the extent to which you work in the office or virtually.
  
• Personal and professional development. We’re passionate about growing each member of our team. You’ll have access to training and development that advance your technical skills, but perhaps more importantly, you’ll enjoy training and development opportunities that grow capabilities that positively impact your life and your work, including productivity management, prioritization, goal creation, Enneagram, and Kolbe.
  
• Work-life balance. At Forge, work-life balance isn’t a luxury – it’s a necessity. We believe working too many hours is counterproductive, so we work smarter, not harder. We invest in the Full Focus productivity system for every team member, which includes training and quarterly planners. And, you’ll experience a culture that is intentional about setting boundaries that help you have a great career without sacrificing what’s most important in your personal life.
• Dress for your day. We have a flexible dress code that allows our team to dress for the appointments on their calendar each day. We encourage jeans and business casual attire.

We offer competitive pay and comprehensive benefits, including: