Experience and skills required for the job

achelor’s degree in relevant field
Must possess a Certified Public Accountant (CPA) license in good standing
Quickbooks ProAdvisor certification required
Minimum 3 years’ experience in management
Minimum 7 years’ experience as a CPA in a corporate setting
Extensive corporate and personal tax experience
Exceptional computer skills, including Microsoft Office and databases
Expertise working with Quickbooks and financial statements
Consistent, accurate, and thorough with an eye for details
Exceptional organizational skills and aptitude for numbers
Outstanding communication skills, written and verbal
Excellent customer service and interpersonal skills
Outstanding phone and email etiquette
Able to thrive in a deadline-driven environment
Able to motivate the team and lead by example

Job duties

Manage and oversee the entire accounting team
Conduct all necessary training to keep the team’s skills and knowledge up to date
See that tax interviews are conducted properly with clients
Ensure that all necessary documents are requested, collected, and compiled
Review corporate and personal income tax returns to ensure accuracy
Advise business owners and individuals regarding the tax code
Oversee the processing of state and federal payroll taxes
Maintain current and garner new client relationships
Monitor and mentor/train junior staff, clerks, and bookkeepers
Detect and address potential compliance issues proactively
Maintain compliance with all state and federal regulations at all times
Uphold the excellent reputation of our firm
Maintain constant communication with the IRS, state agencies, and our clients
See that tax consults and onboarding procedures are in place for new clients
Maintain highly organized and updated client files
Work collaboratively with other teams to achieve shared goals
Report directly to the operations manager