CAAS Team Leader
2 weeks ago
PDR CPAs and Advisors is a reputable firm with a long-standing history of excellence in the accounting industry. We pride ourselves on our commitment to providing a comprehensive suite of Assurance, Tax, and Consulting services. Our culture fosters individual growth and innovation, creating an environment where professionals can thrive.
Why Work with Us?
- Promote a healthy work-life balance
- Tailored career development and competitive compensation
- Encourage decision-making at all levels
We are seeking a skilled CAAS Manager to enhance our team. The successful candidate will be professional, adaptable, and possess a keen eye for detail. Proficiency in Microsoft Office is essential, along with the capability to quickly master new software applications.
Key Responsibilities:
- Supervise daily operations of accounting and client service teams
- Recruit, train, and inspire team members
- Assist in client prospecting and proposal development
- Ensure precise reporting and adherence to financial regulations
- Analyze financial data and prepare client reports
- Identify key performance metrics for client discussions
- Participate in audits and reconciliations as required
- Manage team workload and optimize processes
- Effectively communicate project updates and challenges
- Conduct training sessions for staff development
- Network with industry peers and referral sources
Education and Qualifications:
- Associate's or Bachelor's degree in Accounting or Finance
- CPA designation is preferred
Requirements:
- At least 5 years of experience in accounting
- Familiarity with US GAAP and accounting principles
- Strong leadership and communication abilities
- Proficient in Microsoft Office, Excel, and cloud-based applications
- QuickBooks Online ProAdvisor certification is a plus
- Self-driven with excellent project management skills
- Strong analytical and problem-solving capabilities
- Effective organizational and time management skills
- Exceptional attention to detail and decision-making skills
PDR CPAs and Advisors is recognized as a leading employer in the industry, offering a supportive work environment and competitive benefits to promote employee well-being and professional advancement.
Benefits Include:
- Generous paid time off and holidays
- Comprehensive health insurance coverage
- Options for dental and vision insurance
- Life and disability insurance plans
- Retirement savings plans with employer matching
- Wellness initiatives and fitness reimbursement
- Coverage for continuing education, dues, and licenses
- Incentives for marketing referrals and flexible work hours
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