SAN BERNARDINO/COLTON, Ca | Direct-Hire (Perm)

Post Date: 06/11/2018 Job ID: 21214 Job Category: ACCOUNTING Pay Rate: 48.00
Accounting Manager: Oversees the accounting department
Manages: Senior Tax Manager, Senior Accountant, Bookkeepers
Salary Range: $75, 000 - $100, 000 based on experience

Communicate directly to clients as needed:
Fee collection
Retainer sign-off
Document collection
Upgrading client software as needed
K-1 packages
Tax return extensions
Filed tax returns
E-file Acceptance
Provide progress reports
Tax returns
Estimated tax payments
1099 s

Lead all client meetings:
Prepare agendas
Lead internal client case reviews
Finalize all client BAT retainers
Prepare Tax projections for BAT ONLY Clients.
Finalize assigned Financial Planning retainers
Finalize BAT client retainers
Work with dedicated Case Manager to fulfill/maintain FP client s strategy
Populate draft tax returns
Provide monthly income projections to C.O.O. Based on renewal dates, prospects, scope of work, etc.
Work with HR/C.O.O. Regarding department performance reviews
Work with Operations Manager to develop/create protocols
Work with Operations Manage to enhance efficiencies wherever possible
Work with Senior Tax Manager regarding client audits

Manage and prioritize work flow for department
Senior tax manager
Senior accountant
Bookkeeper, Level II
Bookkeeper, Level I

Monitor progress on each client case
Adhere to all internal/external deadlines
Communicate potential risks in delivery dates
Quarterly or monthly QB reviews
Year-end planning, and financial statement review
Audit client financials to determine need of 1099 s
Ensure documents are collected and stored correctly on M: Drive

Review client QB files (Personal/Business)
Training Bookkeepers.
Periodically reviewing Bookkeepers work to ensure productivity and accuracy.
Review for proper accounting methods, policies, and principles
Review for proper categorization
Reconcile financials, as needed
Run prior year end financial reports for comparative analysis.
Check for unauthorized changes to prior year information
Verify accounts have been reconciled
Review accounts receivable/payable for accuracy
Review financials for abnormal balances
Review strategic transactions for consistency with LFI tax strategy
Export Balance sheets
Export P&L statement

Qualified candidates should forward resume for immediate consideration.

Job Type: Full-time
o Bachelor or higher degree in accounting or tax
o 7+ years' experience with accounting and tax work
o 7+ years' experience in a managerial role
o CPA or EA credentials with active PTIN
o Excellent communication skills with team members and clients

Qualified candidates should apply online for immediate consideration

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