Accounting Manager
Job Description
This position is ideal for a current senior accountant who is looking for the opportunity to advance to manager level, or a manager looking for a fantastic partnership opportunity.
This is an in-office position as you will work closely supervising, directing, assisting, and managing other members of the team.
Professional Responsibilities
Prepare accurate and timely financial statements in adherence to business management related policies and procedures, including posting journal entries, account reconciliations, budgeting, cash management, workers comp audits, etc.
Prepare and present financial analysis, long term cash flow analysis, and P&L reporting solutions.
Monitor insurance renewals and claims for both institution and individual clients.
Delivery of Weekly Client communications (cash reports, weekly updates).
Assist in review and summarization of all client agreements
Create, review and approval of budgets, shareholder payroll and 1099 reports
Assist in oversight and execution of assigned new client onboarding procedures
Work directly with the Management in recording and assessing estate planning, assets purchases, and investments.
Review cash management to monitor credit card activity, fraud alerts, and credit score issues.
Review work and accuracy of Staff Accountants (AP/AR, cash receipts, payroll, etc.).
Oversight of the preparation of timely and accurate commissions, calculations and payments
Requirements Qualifications:
Bachelor's degree in accounting, strong grasp of accounting and financial statement concepts
Current CPA firm and/or family office experience.
In depth knowledge and experience with tax return concepts for Individuals, S Corporations, C Corporations, LLC's, Partnership's
Experience with tax audits and review and responding to notices
Ability to identify, analyze, and resolve issues (tax and financial), perform research, demonstrate critical thinking necessary to implement advice and planning
Strong software skills, including proficient in Excel, experience with CCH ProSystem
Ability to interact and effectively manage communication with clients (written, verbal, and in person)
Ability to handle multiple priorities, clients and tight deadlines, as part of a team
What We Offer:
Market/competitive salary, performance bonuses.
401K with company contribution
Paid time off (vacation and sick days)
Company paid health benefits
Paid CPE time off
Paid parking
Flexible schedule
Free/reimbursed concert tickets
A supportive, professional and casual work environment
Meet Your Recruiter
Roy Evans
Managing Director
Roy Evans is a record setting recruiter noted for consistently excelling and for the innovative systems he has developed. A well know industry trainer has anointed Roy as being in the top 5% of all recruiters worldwide both in terms of production and skill level.
Roy uses “RoyLentless” effort, world-class technology and great process to attract professionals with the drive, discipline and motivation to deliver extraordinary results for his clients.
LinkedIn has crowned Roy as someone who could write a book on using LinkedIn as one of its top 1% in recruiter users. Roy is LinkedIn Certified and a charter member of the Association of Talent Acquisition Professionals.
In his spare time, Roy is a college football fan who enjoys fishing, fitness and spending time with his wife and two children.