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Accounting & Tax Manager (Small Business)

1 month ago

Nashville, United States Plumlee & Associates LLC Full time

Why this role?


1. Growth (we placed someone there that is now a partner).


2. Great place to work


3. Wonderful benefits


4. Hybrid work schedule


Experience / Certifications / License / Education:



  • 5+ years in public accounting
  • Tax expertise (business and individual tax returns Prep & Review)
  • Expert with Full-Cycle Accounting
  • Year-end close experience (3+ years)
  • Skilled with SAGE 100 and/or Foundation Software
  • Proven experience working with small to medium size businesses
  • Skilled with QuickBooks
  • CPA and/or EA
  • Bachelor's degree in Accounting

Key Duties & Responsibilities:



  • Manage a client base consisting of small to mid-market clients
  • Perform year-end accounting & tax engagements independently & efficiently
  • Reviewing tax work papers and providing training and support to team members
  • As an Accounting Manager you would assist with new and existing client opportunities and client advisory services
  • Consistent high quality work product with attention to detail
  • Serve as a technical resource to the firm and its clients
  • Manage own workflow, including proper delegation when appropriate to staff according to their experience and capabilities, and coordination with partners on all phases of the engagement
  • Work independently with clients in their office to assist with month end/year end closing and accounting issues
  • Providing overall leadership, supervision, training, and performance feedback to staff
  • Reviewing the accounting working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the arrangement letter

World Class Benefits:



  • Telemedicine access for employees and family
  • PTO (4 weeks); increases with seniority and longevity
  • Medical coverage: 80% company-paid for employee, 60% company-paid for family
  • HSA with company contributions
  • 401(k) plan with a matching contribution
  • 11 paid company holidays