Accounting & Tax Manager
International Staffing Consultants
- Warrenville, IL
- $110,000 per year
- Permanent
- Full-time
- Manage Staff Accountants on shared account issues
- Lead weekly staff meetings with Staff Accountants and attend weekly manager meetings with the firm President
- Manage assigned client sections, ensuring:
- Efficient Staff Accountant time allocation using Task Budget vs. Actual reports.
- Timely completion of work using the Incomplete Project report.
- Collection calls and transitioning clients to the firm's ACH system.
- Accuracy of Staff Accountant work.
- Review monthly financial statements and proactively contact clients for Meaningful Monthly Contact.
- Represent clients in sales and income tax audits.
- Complete tax plans and individual tax returns, year-end financials, and business tax returns for assigned clients.
- Lead installation meetings for new clients.
- Assign backwork and set-up activities based on the Post Installation Checklist.
- Follow up on client-initiated questions and issues.
- Allocate all compensated time to clients, firm, or unallocated.
- Complete assigned projects, review client fees, and communicate adjustments while striving for project efficiency improvements.
- Answer telephone calls enthusiastically and build client relationships during interactions.
- Collaborate and support other staff members when needed.
- CPA or EA certification
- Minimum of 5 years of accounting supervisory or managerial experience is required.
- Minimum of 2 years prior experience in tax return preparation (1040, 1065, 1120) is a prerequisite.
- Minimum of 3 years working within a CPA firm - working with small business clients.
- Willingness to Maintain a minimum of 120 CPE credit hours every three years, with a minimum of four hours in professional ethics.
- Ability to work until 4:30 and on Saturdays during tax season