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
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