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Human Resource Generalist

(Remote, DFW)

Salary: $45,000-$55,000/yr

About Source Advisors

Source Advisors is a specialized tax consulting firm that is committed to partnering with CPA firms – and their clients – as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change. Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

Our growing Revenue Organization is seeking a qualified Sales Manager to lead a group of Sales Executives who are focused on growing our CPA and end client relationships. This frontline leader will play a critical role as coach, mentor, and leader for quota carrying field reps.

Primary Function

Facilitates and aids the day-to-day Human Resource functions, including, but not limited to, recruiting, HR administration, benefits administration, administrative support, and compliance with all applicable local/state/federal rules and regulations.

Reporting The Human Resource Generalist reports to and is accountable to the Human Resources Director

Education and Experience

  • Required: Associate’s Degree in Human Resources Management, Business Administration, or a related field
  • Required: A minimum of three years of professional level Human Resources experience

Skill, Knowledge, and Abilities

  • Basic knowledge of the principles and practices of human resource administration.
  • Basic understanding of local, state, and federal laws, rules, and regulations.
  • Proficiency in Microsoft Office products, including Outlook, Word, Excel, PowerPoint, and Publisher.
  • Excellent organizational skills and attention to detail.
  • Ability to support department projects, policies, goals, and objectives.
  • Ability to act with integrity, professionalism, and confidentiality.
  • Demonstrated strong written and verbal communication skills at various organizational levels.
  • Self-motivated with demonstrated time management skills and the ability to work in a fast-paced environment.

Accountabilities

  • Maintains employee records, ensuring completion and accuracy of details such as employee contact information, job classification, training sessions, data changes, pay rates, terminations, and other key details.
  • Maintains accurate records of active job openings and received applications; manages internal and external job postings.
  • Maintains employee records, including onboarding, training sessions, evaluations, new employee data, data changes, and terminations.
  • Organizes and presents at new employee orientation to ensure that new employees feel prepared to begin their employment and process the necessary paperwork to meet deadlines.
  • Performs administrative and recordkeeping tasks related to staffing changes, including hiring, resignations, and terminations.
  • Conducts or assists with record audits and mandatory reports, which may include Form I-9s and other compliance reviews.
  • Assists with administering employee benefits, including carrier bill reconciliation to payroll records.
  • Maintains all employee databases and HR-relevant files according to accepted rules of legal compliance and develops necessary reporting for the team and as required by law.
  • Administers Service Award Program and assists with other employee recognition events.
  • Assists with monthly newsletter in gathering information from employees for publication.
  • Monitors HR e-mails to keep up with the inquiries in a timely manner or redirects those that would need directors’ attention.
  • Supports company-wide information meetings such as quarterly employee meetings, open enrollment, recognition events, and other meetings as needed.
  • General HR support and assistance with HR projects, as assigned.

Education and Experience

  • Bachelor’s degree in Business, Business Administration, or related field, OR
  • Comparable record of sales leadership experience required.
  • At least five years of sales management experience in the accounting industry required.

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