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Tax and Accounting Manager
2 months ago
Welcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring that we always act in our clients' best interests. Our purpose is to empower our employees, clients, and partners to become heroes of their own financial stories.
Our Core Values:
- Get It Done: We are proactive and determined in achieving goals, always striving for the best outcomes for our clients.
- Positive Energy: Enthusiasm and optimism drive our work, creating a supportive and encouraging environment for all.
- Coachable: We embrace continuous improvement and learning, ensuring our team grows with the evolving financial landscape.
- Does the Right Thing: Integrity and accountability are at the heart of our actions, building trust with our clients and within our team.
Established 30 year CPA & Wealth Management Firm with locations in Pasco, Hernando, and Citrus counties is seeking an experienced Tax Accounting Manager with a strong background in public accounting, with a focus on management, accounting, financial statement preparation, tax preparation, and tax law.
Responsibilities:
- Comply with all company, local, state and federal accounting and financial regulations.
- Compiling, analyzing and reporting financial data.
- Creating periodic reports, such as balance sheets, profit and loss statements, etc.
- Computing taxes.
- Delegating responsibilities and supervising business operations.
- Hiring, training, motivating and coaching employees as they provide attentive, efficient service to clients, assessing employees.
- Resolving conflicts or complaints from clients and employees.
- Analyzing information and processes and developing more effective or efficient processes and strategies.
- Establishing and achieving business and profit objectives.
- Build alliances and partnerships while marketing to expand client base.
- Keeping informed about current legislation relating to finance and accounting.
- Prepare sales tax and payroll for processing.
- Reconcile sales tax, payroll taxes, and bank accounts.
- Work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management.
Benefits: 401(k), Life Ins, Lt/St Disability, PTO, Holidays, and more
Requirements:
- CPA or EA mandatory.
- Preparation of complex tax returns for individuals, trusts, partnerships, and corporations.
- Review tax returns prepared by staff and make recommendations regarding accuracy and tax saving opportunities.
- Strong leadership, training, and mentoring skills, prompt, detail-oriented, and professional. Supervise, train, and mentor staff.
- Excellent project management, analytical, interpersonal, oral, and written communication skills.
- Motivated self-starter with the ability to take charge, multitask, and complete assignments within time constraints and deadlines
- Ethical behavior and attention to detail.
- Have a positive outlook and be trustworthy, with the ability to work efficiently without sacrificing accuracy.
- Have a firm grasp of accounting and financial practices and regulations.
- QuickBooks experience. Thomson Reuters is a plus.
- Relocation to Spring Hill, FL completed.
About Campbell & Company, Wealth Advisors, and Certified Public Accountants:
We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.
