Financial Services Director

3 weeks ago


Jacksonville, Florida, United States Patrick & Raines CPAs Full time
Overview

Patrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. We've been privileged to provide CPA services to clients in various industries for over three decades.

Salary and Benefits
The estimated salary for this role is $85,000-$110,000 per year, depending on experience. Our firm offers excellent opportunities for leadership and career advancement to the right candidate. Long-term employees can participate in a health care plan partially funded by the firm, and a 401k plan after a qualifying employment period.

Job Description
This individual helps lead and manage multiple engagements to deliver quality CAAS services for our clients. Key responsibilities include coordinating and managing write-up work, payroll processing, sales tax returns, tangible returns, and preparation of non-attest financial statements or other engagements. The ideal candidate will be super organized and able to document workflows, standardize transmittal letters and processes, and bring consensus among staff accountants.

Key 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 processes and financial planning and analysis.
  • Provide suggestions and ideas for cost reduction and efficiency gains.
  • Maintain organized work papers and supporting documentation.


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