Our Client story began in 1982 when a group of seven people set out to create a better public accounting firm.
Their goal was to service their clients by acting as an advocate for their businesses, their families, and their employees. They also sought to avoid micromanaging the people who joined alongside them. Instead, they wanted their team to be able to come to work, flourish both professionally and creatively in their efforts, and lead their own lives.
Benefits:
- Health Insurance-100% paid for employee-Blue Cross Blue Shield
- Dental-Employee paid-about $20.00 per month
- Vision care-Employee paid-about $7.00 per month
- Life Insurance-Employer paid
- Long Term Disability-Employer paid
- Short Term Disability-Employee paid
- 401-K with employer match
- Cafeteria plan for additional tax savings on benefits
Misc:
- Reimbursement for CPA study materials up to $2000
- Bonus upon completion of CPA-$4000
- PTO bank- up to 192 hours of leave annually
- 10 holidays in addition to PTO
- 2 weeks paid maternity/paternity leave
- Flex start times
- Dress for your day (casual dress code)
- Work from home policy
- All Continued education paid by employer
- Latest technology and equipment for all positions
- Annual Christmas bonus equal to one week of pay
- Fun events and surprises throughout the year
Reports to: Partners
General
A manager should be involved in most of the areas for which partners are responsible. Managers should have complete knowledge of the firm's philosophy and policies and maintain expertise in the profession. A manager typically serves as a team leader. A manager is a liaison between the partner, client and staff. Managers may be partners-in-training or a permanent manager. Managers are responsible for the on-the-job training of the staff at all levels.
Essential Performance Functions
- Supports the partners’ vision for the direction of the firm with their attitudes, words and actions.
- Exhibits a positive attitude with workable solutions to complete projects. Uses appropriate judgment to determine when to seek further guidance
- Accepts full responsibility for the completion of all work assigned. The tax manager is responsible for the entire return process: fee quoting, project planning, delegating work to preparers and reviewers, preparation of required documentation, signs off on completed projects, billing and collection.
- Takes responsibility for the overall development of the team. Supports and encourages continuous learning. Identifies areas of weakness in team members and provides meaningful coaching to accelerate improvement. Identifies areas of strengths and helps maximize the value of those strengths within the firm. Mentors others in developing skills to build and sustain client relationships.
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to insure accurate, complete and timely preparation and delivery of all clients’ tax returns.
- Identifies market trends; drives development and rollout of services in area of specialization. Stays at the forefront of emerging technical issues and developments. Maintains knowledge of economic and political trends of possible tax or other legislation that could affect the business climate. Leads development of new methodologies or approaches to address client or firm needs.
- Gains respect from clients and peers for knowledge, quality of work, technical expertise and project management. Is viewed as an expert in the area of concentration. Seen by partners and clients as being able to handle the most complex issues.
- Builds strong relationships with clients. Understands the clients’ business and its needs. Is proactive in providing service. This is evidenced by (a) client usually calls the manager instead of the partner, (b) receives unsolicited compliments from the client and (c) sells additional services to clients. Identifies issues clients may not recognize and recommends solutions that are appropriate.
- Consistently demonstrates team leadership while supervising multiple engagements or projects at the same time, ensuring that projects meet the time budget and targeted due dates. This requires the exercise of good judgment, the ability to delegate and monitor progress, plus give on-the-job training.
- Builds strong relationships and enjoys a high level of credibility with the partners, managers and staff. Functions effectively in a team environment. Does what is best for the firm, not the individual.
- Passionately pursues exceptional client service.
- Identifies ways to address client needs, managing introduction of technical experts or specialists where applicable.
- Participates in firm administration, as needed and requested, in areas such as scheduling staff, giving performance evaluations, training, billing, recruiting and marketing.
- Encourages cooperation within teams; addresses conflict quickly and proactively. Recognizes when an individual or team needs a break and makes it happen. Takes responsibility for work-life quality of team with respect to workload, vacations, holidays and personal commitments. Creates an atmosphere of trust. Coaches team members to appropriately share knowledge across teams and team members. Recognizes and rewards extraordinary effort by team members. Supports the rapid assimilation of new team members.
- Takes a leading role in business development. Interacts directly with clients and/or targets in marketing or business development events. Participates in the development of ways to meet client needs. Identifies opportunities for expanded services to existing clients. Actively participates in the leadership of professional, business and/or community organizations. Builds, maintains and utilizes network of client and non-client relationships. Managers should allocate at least 100 hours per year building and maintaining their network. Reinforces to staff that business development is encouraged and expected at all levels.
- Productivity: Approximately 1,375 annual billable hours at acceptable realization levels.
Education, Experience and Skills required:
- Master’s or Bachelor’s degree in accounting.
- Proficiency with computer, spreadsheet software programs and calculator.
- Well rounded knowledge of accounting principles and personal income taxes
- Ability to communicate clearly and concisely
- Holds a current and valid certified public accountant’s license.
Originally posted on Himalayas