A growing accounting & advisory firm that works with small business owners, real estate investors and corporate executives is seeking a Remote Tax Advisor Accountant (Manager) to join their supportive, family-oriented and efficiency-focused culture.
Job Type :
Must have CPA firm experience
Full time, W2
Location : REMOTE within the US
Compensation : $85,000- $115,000 DOE
Core Responsibilities for Clients
Takes the lead on high-level technical work for clients
Effective decision maker that can handle making
Judgment calls on how to handle touch relational or technical situations
Can determine and back up their interpretation of a technical issue
Reviews work performed by senior accountants for quality assurance
Supports senior accountants' oversight of staff accountants through work review and coaching
Maintains knowledge of acceptable accounting practices and procedures
Performs other related duties and project work as assigned
Core Responsibilities for the Firm
Manage between $350,000-600,000 of client work
Identify when processes need to be updated for more efficiency, clarity, or increased customer service
Effectively communicates with team members regarding work expectations, timing, and overall capacity
Develop deep relationships with our clients to understand their needs and which services are best suited for them now and in the future
Develop professional relationships with team members to support, mentor and grow professional soft skills
Skills & Abilities for this Role
Must have CPA license or EA
QuickBooks Pro Advisor Certification is a plus
Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, as well as Microsoft Office Suite (Excel, Outlook, and Word)
Experience with managing and developing junior accounting team members
Demonstrated client retention experience
High level of curiosity
Ability to uphold values with team members and clients
Ability to have hard conversations professionally with team members and clients
Expert technical accounting skills, overall generalist or subject matter expert
Garners respect from team members and clients
A Day in the Life
Meet with team in the morning to organize day / week
Have meeting with other managers to discuss resource allocation / priorities
Meet with client and their financial advisor to discuss retirement planning
Train staff on how to do 1031 exchange in Lacerte
Review work from Sr.
Read new tax law bills and keep team updated
998539
Remote Tax Advisor Accountant (Manager)
A growing accounting & advisory firm that works with small business owners, real estate investors and corporate executives is seeking a Remote Tax Advisor Accountant (Manager) to join their supportive, family-oriented and efficiency-focused culture. Supports senior accountants' ov...
Financial Analyst InternHybridTwin Falls (US)40 hoursInternshipPublished on September 24, 2024
The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following:. Direct experience in day-to-day tasks of a Financial Analyst, which...
Direct Sales Representative
Join Our Team as a Direct Sales Representative!. If you also have a passion for helping others and building meaningful connections, you'll thrive as our next Direct Sales Representative. This is an outside sales position working in your own assigned sales territory. Meet with sales team manager ...
Tax Manager
A typical day as a Tax Manager might include the following:. Gather relevant tax-related information from the client so an accurate tax return can be prepared. Look at tax situations from various angles to ensure the maximum tax benefit is applied. The word "tax" is not foreign to you, and you can e...
Senior Environmental Project Manager (NDEC Ecologist)
As a Senior Environmental Project Manager, you will oversee environmental programs for some of the Puget Sound region’s most exciting and high-profile transportation and habitat restoration projects. Senior Environmental Project Manager (NDEC Ecologist). Senior Environmental Project Manager (NDEC Ec...
Tax Filing Senior Manager
Oversee and manage the client delivery of tax filing, directly and indirectly, through colleagues and managers. As a senior leader, you will ensure excellence in delivery for the entire Tax Filing organization. Overseeing client delivery and satisfaction in Tax Filing. Additionally, it involves reso...
Reconstruction Project Manager
Complete Project Manager assigned residential reconstruction projects, ensuring correct production and quality control efforts meet our standards. We are seeking a Project Manager with a proven track record of success in the construction or restoration industry, to contribute to the growth of the Re...
Customer Service/Inside Sales Representative
We are hiring a full-time creative, resourceful customer service representative (CSR) in Twin Falls, ID. In our fast-paced team environment, you will partner with our customers and Account Managers to find products and services, solve customer needs, and build ongoing positive business relationships...
Sales Representative
APPLY TODAY!!! We are seeking a professional In Home Design Consultant Sales / Retail Sales representative who can climb ladders, get on roofs, measure windows, siding and bathrooms. The Profile of an ideal candidate The individual we are looking for is NOT the typical salesperson most people think ...
Route Sales Representative
As a Route Sales Representative, you drive a Frito-Lay truck to different stores, work independently to unload orders, merchandise product, partner with store managers to increase sales, order, and maintain records throughout the day. The Route Sales Representative is a full-time position that is re...