The Role:
As our future manager, you will oversee a small team and a portfolio of clients.
Responsibilities Include:
While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We keep routine, but avoid the mundane. 🙂
+ Onboard new clients
+ Maintain a close and ongoing relationship with clients to proactively advise them on their business and tax matters
+ Support the month and quarter-end close processes by managing internal processes to ensure client work stays within budget
+ Review completed financial reports for accuracy; work with accountants and bookkeepers to ensure the reports are completed timely and meet quality control standards
+ Manage and troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
+ Review sales tax returns
+ Review tax projections
+ Review tax returns (federal and state; 1040s, 1120s, 1065s, 1120s)
+ Review and assist the team with all facets of payroll from both a compliance and tax planning perspective
+ Research
+ Work with various state and federal agencies and the team to register businesses, obtain EINs, register payroll, and respond to notices
+ Ensure that we’re keeping client files organized digitally (the only time we fuck with paper is when we’re counting it)
What We’re Looking For:
If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.
+ At least five years of accounting experience, public preferred, in a supervisory role
+ CPA preferred
+ Experience working with small businesses (specifically closely held pass-through entities)
+ Experience with accrual / GAAP reporting and workpapers
+ Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)
+ Strong problem solving and analytical skills
+ A love for technology and intuitive computer skills
+ Ability to take ownership, while realizing when it’s time to reach out for help
+ A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to our team and clients in their language
+ Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct
Requirements:
+ Willing to undergo a background check
Benefits Offered:
+ PTO
+ 401k match
+ Advancement opportunities
+ Flexible schedule
+ Summer Fridays
To Apply:
Click here.
