Careers

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Accounting Associate & Bookkeeper

Passion Planner is looking for a driven, efficient, and detail-oriented Finance Associate & Bookkeeper to join our team! Our Finance Associate & Bookkeeper will be responsible for managing all company and third-party finances while upholding to the highest accounting standards. This role is an awesome opportunity to gain valuable business experience in one of the nation's FASTEST growing small businesses!

You’ll be working in a fast-paced, creative environment with inspiring team members passionate about positively impacting the lives of others!

Responsibilities

  • Reorganize current chart of accounts, sub-accounts, and class types on QuickBooks
  • Create new accounts, sub-accounts, and class types as necessary
  • Ensure general ledger, P&L statements, and books are accurate by EOD on a daily basis
  • Liaise with all departments to track and record all company and third-party spendings
  • Be responsible for filing and submitting various company, employee, and third-party tax documents to accounting firm (ie: Forms 1099,1040A, W-2, W-4, W-9, etc.)
  • Meet with CEO, President, and other upper management to discuss company financial performance
  • Accompany CEO to meetings with accounting firm and being prepared for any questions the accountants may have
  • Overseeing state tax laws and implemented tax rates, ensuring outsourced companies are issuing the correct rates to the firm and third-party sellers
  • Implementing GAAP with every journal entry, account that goes into QuickBooks, and supplemental information following financial statements
  • Willing to perform other duties as needed

Qualifications

  • Proficiency with QuickBooks is a must
  • Proficiency in Microsoft Office Suite is a must
  • At least 2 - 3 years of experience in Accounting or Finance
  • Bachelor’s degree preferred
  • Standard knowledge of federal and state tax forms and tax laws is a plus
  • Excellent communication and collaborative skills
  • Ability to multitask with various projects and meet deadlines
  • Adaptable, resourceful, and creative in a fast-paced environment
  • Excellent attention to detail - bonus points if you put “I love Passion Planner” at the top of your resume somewhere!
  • Must be able to dedicate 40 hours per week
  • Must have reliable transportation 

Why Work For Us? 

  • Awesome, growing company culture!
  • Flexible scheduling with the potential to work from home occasionally
  • Fun bi-monthly team building events with our small, close-knit team
  • Great health, dental, vision benefits
  • Monthly wellness stipend
  • Competitive bonuses and many opportunities for career movement
  • Tons of snacks in our stocked kitchen!
  • Hands-on experience with all departments in a fast-growing company

Location 

This is a full-time position based in National City, CA with the potential for remote work.

How to Apply

Please email completed application packets in the order below to careers@passionplanner.com by Friday, January 18, 2019 at 5 PM PST.

Application Packet:

1. Resume
2. Cover Letter
3. Passion Roadmap
4. Employment Application
5. Three References
6. Daily Availability & Earliest Start Date

Passion Planner is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 


 

Customer Success Associate

Passion Planner is looking for an innovative, problem-solving Customer Success Associate to join our team! Our Customer Success Associate will be representing us when engaging with our current and prospective clients. This role is an awesome opportunity to gain valuable business experience in one of the nation's FASTEST growing small businesses!

You’ll be working in a fast-paced, creative environment with inspiring team members passionate about positively impacting the lives of others!

Responsibilities:  

  • Serving customers by providing innovative solutions regarding product and service information
  • Resolving customer issues and complaints in a timely and professional manner
  • Providing exceptional customer service to our #PashFam community
  • Analyzing trends in client inquiries and reviewing with Customer Success Manager
  • Willing to perform other duties as needed

Qualifications:

  • High School Diploma or equivalent, Bachelor’s Degree preferred
  • Able to work 40 hours per week
  • Able to come into our office in National City, CA for training
  • Reliable transportation
  • Proven and consistently demonstrated skills in the following:
    • Exceptional Customer Service
    • Effective Communication
    • Teamwork
  • Able to take direction and execute accordingly
  • Proficiency in Google Docs, Sheets, and Microsoft Office Suite
  • Demonstrated business acumen

Why work for us?

  • Awesome, growing company culture!
  • Flexible scheduling with the potential to work from home occasionally
  • Fun bi-monthly team building events with our small, close-knit team
  • Great health, dental, vision benefits
  • Monthly wellness stipend
  • Competitive bonuses and many opportunities for career movement
  • Tons of snacks in our stocked kitchen!
  • Hands-on experience with all departments in a fast-growing company

Location

This is a full-time position based in National City, CA with the potential for remote work.

How to Apply

Please email completed application packets in the order below to careers@passionplanner.com by Friday, January 18, 2019 at 5 PM PST.

Application Packet:

1. Resume
2. Cover Letter
3. Passion Roadmap
4. Employment Application
5. Three References
6. Daily Availability & Earliest Start Date

Passion Planner is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 


 

Executive Administrative Assistant

Passion Planner is looking for a responsible, diligent, and hard-working Executive Administrative Assistant to join our team! Our Executive Administrative Assistant will be responsible for performing a variety of administrative and clerical tasks while providing support to multiple departments. In other words, YOU will be the backbone to our team. This role is an awesome opportunity to gain valuable business experience in one of the nation's FASTEST growing small businesses!

You’ll be working in a fast-paced, creative environment with inspiring team members passionate about positively impacting the lives of others!

 Responsibilities:  

  • Work directly with the President and upper management, aiding in a number of administrative duties
  • Assist directors with coordinating birthdays, team-building events, holiday events, and off-site events
  • Assist with general data-entry, community platform management, calendar management, and scheduling
  • Create agendas for meetings, transcribing meeting minutes, and sharing information with relevant parties
  • Ensure all important documents are organized and uploaded into shared folders in a timely manner
  • Ensure office supplies, warehouse supplies, and breakroom snacks are replenished consistently
  • Provide support to all team members in order to ensure that day-to-day operations run seamlessly
  • Willing to perform other duties as needed

 Qualifications

  • High School Diploma, Bachelor’s degree preferred
  • Excellent communication and collaboration skills
  • Ability to multitask with various projects and meet deadlines
  • A team player who’s happy to help out wherever needed!
  • Adaptable, resourceful, and creative in a fast-paced environment
  • 1 year of relevant work experience
  • Excellent attention to detail - bonus points if you put “I love Passion Planner” at the top of your resume somewhere!
  • Must be able to dedicate 40 hours per week
  • Must have reliable transportation

Why work for us?

  • Awesome, growing company culture!
  • Flexible scheduling with the potential to work from home occasionally
  • Fun bi-monthly team building events with our small, close-knit team
  • Great health, dental, vision benefits
  • Monthly wellness stipend
  • Competitive bonuses and many opportunities for career movement
  • Tons of snacks in our stocked kitchen!
  • Hands-on experience with all departments in a fast-growing company

Location

This is a full-time position based in National City, CA with the potential for remote work.

How to Apply

Please email completed application packets in the order below to careers@passionplanner.com by Friday, January 18, 2019 at 5 PM PST.

Application Packet:

1. Resume
2. Cover Letter
3. Passion Roadmap
4. Employment Application
5. Three References
6. Daily Availability & Earliest Start Date

Passion Planner is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.