This is a long term position that provides stability and growth. This position offers a salary in addition to an excellent benefit package including life insurance, short term and long term disability, 401K and profit sharing, medical, dental and vision coverage.
Work directly with clients to provide financial guidance relevant to Bookkeeping, Accounting, and Tax (B.A.T.) reporting. You will provide essential accounting services in order to adequately update and manage client’s financial documents. Work to ensure the client financials reflect the financial strategy in place. In addition, the Accounting Manager, will oversee internal bookkeepers, and review their work to ensure accuracy, efficiency, in a timely manner. Work directly with client, external bookkeepers, CPA’s, and tax preparers as needed.
Please apply if you possess the following skills:
• MUST have a clean background check with no felonies • Must be Familiar with accounting for multiple industries. • MUST be able to read and understand tax returns. • Must be computer proficient with strong knowledge of QuickBooks. • Must be computer proficient with strong knowledge of Microsoft Office Suite • Must possess excellent people and relationship management skills • Must be able to learn and follow work processes and procedures • Must be well organized, detailed oriented and able to multitask efficiently • Must have the ability to effectively prioritize workload and meet deadlines • Must maintain confidentiality of sensitive information • Must have strong communication skills, both verbal and written • Must be able to work in a busy office environment with the ability to multitask • Must work effectively in a fast paced environment and under pressure. • Must be able to adapt and wear many hats while meeting constant deadlines.
Bachelor or higher degree in accounting
5+ years’ experience with accounting and tax work
5+ years’ experience in a managerial role
CFP, CPA or EA credentials with active PTIN
Excellent communication skills with team members and clients
Knowledge of insurance and financial planning principles is a PLUS
Additional Salary Information: Salary depends upon level of experience plus full range of paid benefits after orientation period
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