Careers
Accounting / Tax Manager - Have Your Own Group of Small Business Clients
OPPORTUNITY:
- Are you looking for a position that allows a flexible work life balance throughout the year, including during tax season.
- Do you have experience working with small businesses?
- Do you want to make a real difference in the success of your clients?
We use a systematic approach to partner with our clients who we provide a package of services to, which include monthly accounting, tax planning and preparation, payroll and business advice. In essence, we help small business owners be better organized, helping them grow and be more profitable while helping them save on taxes. Because we are small firm, we understand small businesses and our employees play a key role in our clients' success.
RESPONSIBILITIES:
- Review monthly financial reports for your group of clients and periodically meet with clients
- Supervise bookkeepers in monthly production
- Prepare tax returns and estimates
- Provide tax planning and advice
- Attend and administer Initial Strategy sessions with new clients and manage implementations.
QUALIFICATIONS:
- Good working knowledge of financial statements and Quickbooks On Line.
- Evidence of supervisory ability
- Bachelors Degree or equivalent (Accounting emphasis is helpful, but not required)
- Comfortable working with small business owners
- Enjoys numbers and is technologically savvy with computers
- Enrolled Agent or CPA helpful, but will train the right person
We understand the pain points.
We understand the difficulties that entrepreneurs and small/medium sized business owners face, and we’re here to help those business’ succeed. Our goal is to provide bookkeeping, accounting, bill paying, payroll, and tax services to those businesses. That lack an internal accounting department. We specialize in working with small and medium sized businesses that are unable or unwilling to staff an internal accounting department. Our clients rely on these services as well as other benefits.