Clientmind Recruiting is searching for an Accounting Manager for a full-service accounting firm based in Maryland. This is a remote role with travel to Maryland 1-3x per year.
Tasks :
- Manage assigned clients consulting / advisory relationships.
- Consult with clients regarding tax planning and strategy.
- Identify needed Advisory services for clients.
- Provide Advisory services for select clients.
- Provide feedback and assistance to Accounting Services Director in training, hiring, firing, and review process for Staff and Senior Accountants.
- Comply with federal, state, and company policies, procedures, and regulations.
Detailed Work Activities :
Meet (virtual or in person) with each client quarterly to discuss corporate / personal projection, financial health of company, tax savings opportunities and (at least annually) tax planning.
Seniors should attend 1x per year per client)
- Meet (virtual or in person) with each client annually to deliver and discuss tax return(s).
- Identify additional Advisory services clients need
- After Advisory is accepted, provide Advisory delivery (virtual or in person)
- Assist with new employee onboarding work with ASD / HR to ensure program training and specific job trainings are scheduled in advance and resources are fully available.
- Identify and correct individual knowledge gaps as reviewing Senior work. Help identify team-wide knowledge gaps and provide to ASD.
- Assist ASD with 90-day and quarterly staff reviews. Help identify team members for promotion & potential leadership.
- Step into client ownership as needed during staff onboarding, offboarding, or unexpected growth.
- Peer review as requested or needed
Requirements :
- CPA ( preferred )
- 8-10+ years experience
- Public accounting experience
- BS in Accounting or something similar, MS preferred
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