Remote Tax Advisor Accountant (Manager)

Accounting Fly
Idaho, US
Remote
Permanent
Full-time

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

30+ days ago
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