Remote Accountant in Charge

A full service accounting firm is looking for an "Accountant in Charge" to serve as a client manager between the partner and other staff.

The ideal candidate will have a strong background in accounting, excellent communication skills, and a commitment to providing outstanding customer service.

You'll be a great culture fit here is you're a team player, hands-on, self-driven, and a problem-solver.

Job Type :

Must have CPA firm experience

Full time, W2

Location : REMOTE within the US

Compensation : $75,000- $100,000 DOE

Key Responsibilities :

• Client Relationship Management : Oversee and manage the client relationships of the firm as it relates to maintenance services.
• Proposal Development : Meet with potential clients and provide proposals.
• Tax Review Meetings : Lead tax review meetings and year end tax projection meetings with clients.
• Service Opportunities : Identify and document advisory and maintenance service opportunities.
• Advisory Services : Develop and deliver advisory services to clients.
• Tax Return Preparation & Review : Advanced tax return preparation (Mergers, acquisitions, dissolutions, changes in ownership, etc.

Review of Level I & II.

• Tax Planning Opportunities : Identify and deliver tax planning opportunities.
• Client Communication : Assist with client questions via telephone and email.
• Workflow Processes : Creating documented efficient workflow processes for clients and position.

Management Responsibilities :

• Staff Oversight : Oversee and manage the final review of tax, accounting, and payroll reports / filings prepared by the AIC Assistants, AIC Level 1 and AIC Level 2 and sign returns.
• Staff Production & Utilization : Monitor AIC Assistant & AIC Level 1 and Level 2 staff production and utilization.
• Mentorship : Mentor Level 1, Level 2 AICs and AIC Assistants by providing constructive feedback and identifying areas for improvement.

Qualifications :

• CPA not required but is a bonus
• 5+ years of multiple client experiences in a public accounting / advisory firm
• Must have excellent interpersonal, verbal, and written communication skills
• Tech : QBO / QBD, Sage ProSeries, and bonus would be PracticeCS
30+ days ago