JOB OVERVIEW

Responsibilities:

– Manage and oversee the entire accounting team
– Conduct all necessary training to keep the team’s skills and knowledge up to date
– See that tax interviews are conducted properly with clients
– Ensure that all necessary documents are requested, collected, and compiled
– Review corporate and personal income tax returns to ensure accuracy
– Advise business owners and individuals regarding the tax code
– Oversee the processing of state and federal payroll taxes
– Maintain current and garner new client relationships
– Monitor and mentor/train junior staff, clerks, and bookkeepers
– Detect and address potential compliance issues proactively
– Maintain compliance with all state and federal regulations at all times
– Uphold the excellent reputation of our firm
– Maintain constant communication with the IRS, state agencies, and our clients
See that tax consults and onboarding procedures are in place for new clients
– Maintain highly organized and updated client files
– Work collaboratively with other teams to achieve shared goals
– Report directly to the operations manager