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Accounting and Tax Manager
4 weeks ago
Job 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% 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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