A bit about us :
We are committed to fostering strong client relationships and ensuring the success of small business owners by providing high-quality accounting and tax services along with advice and consultation tailored to their unique needs.
We provide a structured package of services designed to help our clients be better organized, increase their profitability, and save on taxes.
Our commitment to personal service and a balanced work-life for our team sets us apart in
Why join us?
- Flexible schedule with remote work, with core hours overlapping with other team members to collaborate efficiently, and share coverage with a team
- No requirement for endless late nights, even during tax season
- Make a difference in the lives of our clients
- Competitive salary package including health stipend, vision insurance, dental insurance, PTO, paid holidays, and more
- Continuous learning opportunities
- A supportive team environment
Job Details
As an Accounting and Tax Manager, you will be responsible for supervising the monthly accounting and tax processes while providing excellent personal service to a section of our small business clients.
You will interact with clients on a regular basis, and ensure our systems are running smoothly to provide accurate accounting information.
Your goal is to maintain long-lasting working relationships with your clients and your team.
Responsibilities : What You'll Do :
What You'll Do :
- Provide exceptional, personal service to a dedicated section of our small business clientele.
- Provide real insight to our clients into the financial strengths and weaknesses of their business to help their business thrive.
- Supervise and manage monthly accounting and tax processes.
- Lead client onboarding, monthly reconciliations, tax planning, and preparation efforts.
- Work with a variety of accounting software, including QuickBooks Online, to keep client accounts accurate and up-to-date.
- Engage in continuous professional development and help other team members develop their own skills.
Qualifications : Who You Are :
Who You Are :
- Passionate about small businesses and experienced in managing multiple client accounts.
- Upbeat and confident with a friendly personality.
- A CPA or EA, with a minimum of 3 years of experience in a public accounting firm preferred, and at least 2 years of accounting supervisory experience.
- Tech-savvy with a strong proficiency in modern accounting software. QuickBooks Online certification is a plus.
- Tax return preparation (1040, 1065, 1120S) experience required.
- Looking for a role that offers the flexibility of remote work without sacrificing team interaction or career growth.
- A self-starter, who researches and dives into new problems looking for solutions.
- An effective communicator who thrives on building long-term client relationships.
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