Manager

Role of a Manager

The role of a manager is to be completely responsible for all accounting matters in a section of 80-100+ clients in a dedicated and professional manner, as if you were the owner of the accounting firm. Remember, managing your section is like managing an accounting firm within an accounting firm.

See the following pages for a summary description and detailed description of the manager position.

What is Expected of the Manager Position

• Follow company procedures and systems. Maintain independence as to our relationship with our clients and discuss any of these issues or questions with the owner of the firm.
• Supervise and assist the bookkeeper with your monthly clients.
• Review monthly financial statements for your section before giving them to the owner for final review.
• Dress and act professionally, especially when dealing with the public.
• Maintain a neat, clean and organized office space.
• Arrive on time to the office and to client appointments.
• Handle new-client installations and backwork.
• Provide your clients with the proper consulting and tax planning as their needs dictate.
• Manage tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you.
• Maintain organized income tax files.
• ASK FOR REFERRALS – Practice growth comes from the client’s willingness to give us referrals, but we need to ask for them! You need to replace any “drops” in your section with the referrals you have brought in.
• Give prompt attention to any additional projects/taxes delegated to you.
• Provide computer support to clients when needed.
• Offer training to client employees when needed.
• Take a leading role in expanding additional firm services to our clients.
• Help make the office a smooth-running and positive place to work.

MAINTAIN A POSITIVE ATTITUDE: THE CLIENT IS THE MOST IMPORTANT PERSON IN OUR BUSINESS.

Duties and Responsibilities

• Prepare and file complex tax returns on behalf of clients
• Compile supporting financial statements and documents
• Review returns prepared by junior accountants
• Assist with federal and state tax audits
• Respond to inquiries from regulatory agencies
• Perform tax research, staying up to date on changes
• Recommend tax strategies that align with business goals
• Identify tax savings and suggest ways to increase profits
• Forecast tax predictions to senior managers

Requirements and Qualifications

• Proven work experience as a Tax Accountant, Tax Analyst or Tax Preparer
• Knowledge of accounting and bookkeeping procedures
• Bachelor's degree in accounting, finance, or a related field
• Master's degree a plus
• CPA license strongly preferred
• EA license strongly preferred
• Tax preparation experience (4+ years preferred)
• Experience with bookkeeping software, including QuickBooks
• Attention to detail