Job Description
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
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. Accountants
- Read new tax law bills and keep team updated
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
Qualifications :
- Must have CPA license or EA
- Pro Advisor Certification would be 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
- Business Development and cross selling of firm services 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
Benefits : Health, dental, and vision insurance, unlimited PTO, 401k with 4% safe harbor match
If you feel you have the skill set to perform this role, please forward your resume and state your salary requirements.
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Remote working / work at home options are available for this role.
3 days ago