Duties and Responsibilities:
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Manage and oversee the entire accounting team
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Conduct all necessary training to keep the team’s skills and knowledge up to date
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See that tax interviews are conducted properly with clients
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Ensure that all necessary documents are requested, collected, and compiled
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Review corporate and personal income tax returns to ensure accuracy
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Advise business owners and individuals regarding the tax code
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Oversee the processing of state and federal payroll taxes
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Maintain current and garner new client relationships
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Monitor and mentor/train junior staff, clerks, and bookkeepers
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Detect and address potential compliance issues proactively
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Maintain compliance with all state and federal regulations at all times
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Uphold the excellent reputation of our firm
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Maintain constant communication with the IRS, state agencies, and our clients
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See that tax consults and onboarding procedures are in place for new clients
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Maintain highly organized and updated client files
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Work collaboratively with other teams to achieve shared goals
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Report directly to the operations manager
Requirements and Qualifications:
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Bachelor’s degree in relevant field
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Minimum 3 years’ experience in management
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Extensive corporate and personal tax experience
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Exceptional computer skills, including Microsoft Office and databases
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Excellent customer service and interpersonal skills
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Outstanding phone and email etiquette
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Able to thrive in a deadline-driven environment
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Able to motivate the team and lead by example
