Accounting and Tax Manager
4 weeks ago
Summary: The core mission of an Accounting and Tax Manager is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.
Key Result Area #1- Make our clients thrive
- Facilitate and manage monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th, 75% by the 21st, and 95% of financials delivered with insight each month no later than the 25th.
- 100% of client deliverables on time based on the internal deadline each month.
- Respond to 90% of all internal and external within 4 hours and 100% within 24 hours
- 85% of Proactive Client interactions completed quarterly
Key Result Area #2- To Own the full-service Accounting and Tax Process
- Prepare tax projections and present mid-year and year-end meetings in a professional manner
- Prepare, handle, and resolve all business, personal, and trust tax returns accurately and profitably and all outside tax returns within 2 weeks of receiving 100% of their information.
- Lead 1 tax training per year
Key Result Area #3- Make Clients Enthusiastic with Onboarding
- Implement new client products and services within the communicated timeline
- Update client with ongoing communication through the implementation cycle
- Provide all appropriate training to set clients up for success
- Process new clients for approximately two months before passing the accounts to the Staff Accountant.
Key Result Area #4- Supervise and Manage the Staff Accountants
- Monitor and coach the staff accountants on accuracy, processes, timeliness, and profitability and the overall practice as a whole.
- Monitor the Staff Accountant’s profitability report completed throughout the month
- Monitor production percentages throughout the month to ensure that they are equal to or greater than what is required and coordinate corrective action when necessary.
- Provide monthly training sessions
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Accounting and Tax Manager
2 weeks ago
Redding, United States J.R. Martin & Associates Full timeJob Description Job Description Salary: Summary : The core mission of an Accounting and Tax Manager is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability. Key Result Area #1- Make our clients thrive Facilitate and manage monthly client reporting and production to consistently meet a minimum 40%...
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Accounting and Tax Manager
1 month ago
Redding, United States J.R. Martin & Associates Full timeJob DescriptionJob DescriptionSalary: Summary: The core mission of an Accounting and Tax Manager is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.Key Result Area #1- Make our clients thriveFacilitate and manage monthly client reporting and production to consistently meet a minimum 40% of...
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Senior Accountant
3 weeks ago
Redding, United States JR Martin and Associates Full timeSummary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability. Key Result Area #1- Make our clients thrive Execute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th, 75% by the 21st, and 95% of...
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Senior Accountant
2 months ago
Redding, United States J.R. Martin & Associates Full timeJob DescriptionJob DescriptionSalary: Summary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.Key Result Area #1- Make our clients thriveExecute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th,...
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Senior Accountant
4 weeks ago
Redding, United States J.R. Martin & Associates Full timeJob DescriptionJob DescriptionSalary: Summary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.Key Result Area #1- Make our clients thriveExecute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th,...
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Senior Accountant
9 hours ago
Redding, United States J.R. Martin & Associates Full timeJob DescriptionJob DescriptionSalary: Summary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.Key Result Area #1- Make our clients thriveExecute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th,...
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