Client Accounting/Advisory Supervisor

3 weeks ago

Jacksonville, United States Patrick & Raines, LLC Full time
Job DescriptionJob Description

This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.

Our Vision for this position

We envision our Client Accounting & Advisory Services (CAAS) manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the tax manager/partners, but also someone who can coordinate & manage write-up work, payroll processing & returns (we process most of our returns through ADP), sales tax returns, tangible returns, and preparation of non-attest financial statements (or other engagements in the absence of another Manager). This unique person would need to be super organized and begin documenting our workflows, standardizing our transmittal letters and processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things. He/she would also be responsible for being the "go-to" expert on the various apps available to streamline our CAAS offerings such as Xero, QBO, Bill.com, LedgerSync, Gusto, etc. This person will not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would be to “package” the conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm. Developing and supervising “Advisory” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function.

Duties & Responsibilities:

  • Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues.

  • Prepare and/or review financial statements for clients across multiple industry sectors.

  • Develop and streamline accounting and financial planning and analysis.

  • Provide suggestions and ideas for cost reduction and efficiency gains.

  • Maintain organized work papers and supporting documentation.

  • Affirm budgeted engagement hours and deadlines.

  • Schedule internal and external deadlines to meet client expectations for delivery.

  • Lead and supervise multiple client service teams on multiple engagements assuring timely billing, collections and support of operational processes.

  • Work closely with the Tax manager and Assurance manager to coordinate scheduling of Client Accounting & Advisory (CAAS) Team.

  • Identify and communicate accounting matters to senior managers and partners.

  • Lead by example to positively impact employee morale.

  • Inspire, train and mentor junior staff members to enable them to reach their maximum potential and provide constructive feedback as necessary.

  • Regularly look for opportunities, recommendations, and additional firm services that could benefit clients.

  • Represent the firm in community activities and professional associations.

  • Preparation of complex federal and state income taxes for individuals, businesses, real estate, and exempt organizations; review tax returns as assigned, especially those prepared by your team or mid to basic level returns prepared by the tax team.

  • Analyze notices and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities.

  • Assist Tax Manager by performing complex tax research.

  • Prepare tax planning estimates/projections.

  • Recommend tax saving strategies to clients and staff on engagements.

  • Manage the firm’s relationship with ADP (Retail & Wholesale)

  • Manage Payroll, Personal Property Tax, Sales Tax, & Accounting (& AJE) engagements

Education/Experience:

  • Bachelor's degree in accounting or finance.

  • CPA Certification preferred

  • 4-6+ years prior experience in public accounting experience preferred

  • Significant supervisory experience (2 years plus).

  • Experience preparing individual, business, real estate and exempt organization tax returns.

  • Tax (federal and state) research skills.

  • Strong accounting foundation and analytical skills.

  • Strong computer skills: proficiency in Tax software, Excel, Word.

  • Excellent interpersonal, oral and written communication skills.

  • Detail oriented & ability to multi-task.

Interpersonal Skills:

  • Exhibits time management and organization skills.

  • Coordinates recruitment, orientation and training of tax related staff.

  • Develops entrepreneurial approach to client service and good working relationships with client personnel.

  • Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.

  • Maintains contact with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.

  • Develops means of communication to clients and persons responsible for maintaining relationship with clients.

  • Accepts volunteer positions in community organizations.

  • Continues to develop industry expertise.

  • Serves as a role model for other staff in reflecting firm values, procedures and service model.

  • Understands firm ethics and demonstrates them consistently.

  • Develops a broad general knowledge of economic, political, and business conditions.

  • Maintains an attitude of “Life Long Learning”.

  • Performs such other duties as may be assigned.

Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals.Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals.

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