Staff Accountant

3 weeks ago


Thomasville, United States W3Global Inc. Full time
Job DescriptionJob Description

Full Job Description

Client Manager Job Description

  • We are looking for an enthusiastic problem solver with strong communication skills and a passion for helping individual tax clients and small business owners achieve their goals.

  • Our Client Managers are responsible for the year-round communication and management of individual and business tax clients assigned to them.

  • Our Client Managers may also work as a team with our Accounting Specialists to complete monthly, quarterly, or annual accounting projects.

Job Duties:-

  • Manage clientele assigned: year-round communication and planning to address client and business tax planning.

  • Prepare returns and extensions in a timely manner for the assigned clients.

  • Prepare and communicate tax projections and ES payments.

  • Review monthly financials and provide timely feedback to the assigned Accounting Specialist.

  • Represent a primary point of contact for clients.

  • Address tax notices in a timely for each client.

  • Manage Client A/R and WIP.

Requirements for the position:-

  • Minimum of 3-5 years of professional experience in accounting/tax preparation.

  • Knowledge of Microsoft Office applications

  • 4-year degree in Accounting is preferred; priority will be given to those who have this.

  • CPA certification is preferred; priority will be given to those who have achieved this certification.

  • High level of organizational skills and ability to meet challenging deadlines.

  • Extensive knowledge of financial statements and accounting in general.

  • Strong communication and interpersonal skills.

  • Knowledge of these platforms is preferred; priority will be given to those who have experience with:

  • QuickBooks (Desktop and Online versions)

  • Thomson Reuters tax software

Priority will be given to individuals who display these qualities:-

  • Qualities we value in a team member: Team Player, Positive, Supportive, Humble, Determined, Organized.

  • Ability to Prioritize and plan out your day/week/month/year: Prioritizing projects and time management skills are crucial aspects of our work.

  • Ability to communicate with many personality types - We work as teams and are in constant communication with both clients and team members internally to move projects along to completion.

  • Flexibility to switch between many accounting apps/platforms - can embrace and pick-up new technology quickly.

Job Type: Full-time

Benefits:-

  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Flexible schedule

  • Health insurance

  • Paid time off

  • Vision insurance

Supplemental Pay:-

  • Bonus opportunities

Work Location: In person


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