Job Description

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

Additional Information

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.