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Job Description
- Manage and oversee the entire accounting team
- Conduct all necessary training to keep the team’s skills and knowledge up to date
- See that tax interviews are conducted properly with clients
- Ensure that all necessary documents are requested, collected, and compiled
- Review corporate and personal income tax returns to ensure accuracy
- Advise business owners and individuals regarding the tax code
- Oversee the processing of state and federal payroll taxes
- Maintain current and garner new client relationships
- Monitor and mentor/train junior staff, clerks, and bookkeepers
- Detect and address potential compliance issues proactively
- Maintain compliance with all state and federal regulations at all times
- Report directly to the operations manager
Job Requirements
Requirements and Qualifications
- Bachelor’s degree in relevant field
- Must possess a Certified Public Accountant (CPA) license in good standing
- Quick books ProAdvisor certification required
- Minimum 3 years’ experience in management
- Minimum 7 years’ experience as a CPA in a corporate setting
- Extensive corporate and personal tax experience
- Exceptional computer skills, including Microsoft Office and databases
- Expertise working with Quickbooks and financial statements
- Consistent, accurate, and thorough with an eye for details
- Exceptional organizational skills and aptitude for numbers
- Outstanding communication skills, written and verbal
- Able to motivate the team and lead by example
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