Tax & Accounting Manager

We believe in building relationships is the key to building a great firm. For clients this means helping them plan for transactions and life events before they happen, and then being there to answer questions. It’s explaining complicated subject in an easy-to-understand manner, so they feel confident in their understanding and our services. For employees this is creating healthy boundaries with work, so they can find the work-life balance that allows them to be successful personally and professionally.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Responsibilities & Opportunities:

• Manage, train, develop and mentor staff
• Oversee preparation and compilation of monthly, quarterly, and annual financial statements for our small business accounting clients
• Prepare financial budgets & projections
• Responsible for corporate and individual tax returns
• Prepare tax projections and conduct tax planning meetings with clients
• Provide guidance and advice that helps clients make the right decisions for their business
• Manage special projects

Requirements:

• CPA license or candidate
• 2+ years of public accounting experience
• Ability to work effectively in a team environment with all levels of client personnel in various industries
• Experience with small business software such as QuickBooks required and knowledge/experience with Creative Solutions and Ultra Tax is a HUGE

plus.