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JOB SUMMARY

Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

We are in search of a motivated tax manager who will be responsible for the timely preparation and filing of clients’ state and federal tax documents. The ideal candidate will possess a strong drive to excel in their role. The tax manager will play a crucial role in developing effective solutions for potential tax-related challenges, staying updated with the latest developments in tax legislation, and communicating new legislative changes to the team. Additionally, the candidate should be capable of providing clients with expert guidance on tax planning, conducting tax research, and ensuring compliance with tax regulations. In order to thrive as a tax manager, efficient project management skills are essential to handle multiple projects simultaneously.

The tax manager’s primary objective is to ensure that clients’ tax obligations are met accurately and punctually. This requires a high level of organization, attention to detail, and the ability to prioritize tasks effectively. By efficiently managing multiple projects, the tax manager can ensure that all tax-related responsibilities are fulfilled promptly. As a tax manager, you will need to demonstrate excellent problem-solving skills to address potential tax issues that may arise. This includes analyzing complex tax situations, identifying risks, and developing strategic solutions to mitigate them.

ESSENTIAL DUTIES, FUNCTIONS, AND RESPONSIBILITIES

· Accurately preparing and filing federal and state tax returns in a timely manner.

· Developing tax strategies to assist clients in being tax compliant.

· Develop and implement tax planning strategies to optimize the organization’s tax position while ensuring compliance with tax laws and regulations.

· Review and analyze financial data to identify tax issues and opportunities for tax savings.

· Prepare and review federal, state, and local tax returns, ensuring accuracy and timely submission.

· Coordinate and collaborate with external auditors and tax advisors to provide necessary information for tax audits and inquiries.

· Stay up to date with changes in tax laws and regulations and communicate their impact to the organization.

· Conduct tax research and provide guidance to internal teams on tax-related matters.

· Assist in the preparation of financial statements and disclosures related to taxes.

· Manage and supervise a team of tax professionals, providing guidance, training, and performance evaluations.

· Ensure proper documentation and maintenance of tax records and documentation in accordance with relevant laws and regulations.

· Identify and implement process improvements to enhance efficiency and accuracy in tax-related functions.

EDUCATION & RELATED EXPERIENCE

· Bachelor’s degree in accounting, finance, or a related field.

· CPA is preferred.

· 5+ years of experience in the accounting field.

· Proven experience as a tax manager or in a similar tax role.

· The ability to work with different taxation software.

· Extensive knowledge of tax legislation.

· Strong analytical and communication skills.

KNOWLEDGE, SKILLS, AND ABILITIES

· Working knowledge of GAAP.

· Strong understanding of accounting principles, financial processes, and reporting standards.

· Familiarity with internal controls, compliance requirements, and regulatory guidelines relevant to accounting workflows.

· Proficiency in using accounting systems and workflow management tools.

· Excellent verbal, written, and listening communication skills.

· Proven high-quality customer relationship (internal and external) skills.

· Ability to work collaboratively with others.

· Solid ability to analyze situations carefully and adopt appropriate courses of action.

· Ability to understand and adhere to the duties, methods, and procedures required by the position.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines and ability to prioritize tasks.

· Ability to effectively communicate to large and small group audiences.

· Ability to coordinate and manage complex accounting workflows efficiently and effectively.

· Strong interpersonal skills with the ability to work collaboratively across internal and external teams.

· Ability to act with integrity, professionalism, and confidentiality.

· Proficient with Microsoft Office Suite or related software.

· Proficient with or the ability to quickly learn the organization’s electronic medical records system and/or other related systems.

SUPERVISORY RESPONSIBILITIES AND INTERACTIONS WITH OTHERS

In the role of Accounting Manager, you will hold a supervisory position responsible for overseeing the operations of our accounting department and ensuring it aligns with the department’s goals and objectives. You will provide direct management and mentorship to our team of finance professionals, taking responsibility for work allocation, professional development, and problem resolution. An integral part of your role involves performance management, such as giving constructive feedback, conducting appraisals, and managing disciplinary actions when needed.

Your leadership will extend to the development and implementation of accounting policies and procedures, fostering a culture of compliance, ethical conduct, and continual process improvement.

Quality control is also a key component of your role, as you’ll be expected to review and approve work produced by your team to ensure it maintains accuracy and adheres to the required regulations and

company policies.

You will also coordinate and direct the preparation of the budget and financial forecasts, report variances, and oversee the creation of all financial reports.

In addition, your role involves collaboration with other department leaders to improve and streamline financial procedures, controls, and workflows, which contributes to the overall performance of the company.

PHYSICAL REQUIREMENTS

· Prolonged periods of sitting at a desk and working on a computer.

· Must be able to lift and move up to 25 pounds at times.

· Standard hours of work Monday through Friday, 8:30 am – 5:30 pm, however, evening and weekend hours may be required.

· Travel may be required up to 25% of the time.

WORKING CONDITIONS

Duties are typically performed in an office environment or remotely from the team member’s home. The office environment is usually a well-lit environmentally controlled indoor environment with a moderate level of noise. The work hours of this position may vary depending on the operational activities and required duties, and evening and weekend work may occasionally be required.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties may differ from those outlined in the job description, and other duties, as assigned, may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information, or any other status protected under applicable local, state, or federal nondiscrimination laws.

This document does not create an employment contract. Team members are employed on an “at-will” basis and may be terminated at any time. Consistent with all federal and state disability laws, The Company will provide reasonable accommodation when requested by a qualified applicant or team member with a disability, unless such accommodation would cause a direct threat to this individual or others in the workplace and the threat cannot be eliminated by reasonable accommodation or cause undue hardship to the organization. The Company provides equal employment opportunities to all applicants.

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Job Summary:

Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

The Accounting Workflow Coordinator plays a vital role in ensuring the smooth and efficient operation of accounting processes within an organization. This position is responsible for overseeing and optimizing the workflow of financial transactions, implementing standardized procedures, and collaborating with cross-functional teams to drive process improvements.

The Accounting Workflow Coordinator monitors compliance with internal controls, conducts audits, and provides guidance to accounting staff to ensure accuracy and adherence to established guidelines. With a focus on streamlining operations and maintaining compliance, the Accounting Workflow Coordinator contributes to the overall effectiveness and efficiency of the accounting function, supporting the organization’s financial integrity and success.

Essential Duties, Functions, and Responsibilities:

• Oversee and optimize the workflow of accounting processes, ensuring efficient and timely completion of financial transactions.
• Develop and implement standardized procedures, guidelines, and best practices to enhance the efficiency and effectiveness of accounting workflows.
• Monitor compliance with internal controls, company policies, and regulatory requirements, identifying and addressing any potential issues or gaps.
• Conduct regular audits and reviews of accounting workflows to ensure accuracy, integrity, and adherence to established procedures.
• Provide training and guidance to accounting staff on proper workflow procedures, systems, and tools, promoting consistent and accurate practices.
• Collaborate with other departments and stakeholders to streamline processes, resolve issues, and improve communication and coordination within the organization.
• Evaluate and enhance accounting systems, tools, and software to optimize workflow efficiency, accuracy, and data integrity.
• Generate reports and provide analysis on workflow performance, key performance indicators (KPIs), and areas for improvement.
• Facilitate the implementation of process changes, system updates, and new technology initiatives, ensuring a smooth transition and user adoption.
• Stay updated on industry trends, emerging technologies, and best practices related to accounting workflows, driving continuous improvement in efficiency, accuracy, and effectiveness.
• Participate in staff meetings and attend other meetings and seminars as assigned.
• Recommend new approaches, policies, and procedures to continually improve the efficiency of the company and services performed.
• Exhibit exemplary attendance and punctuality.
• Adhere to all internal corporate compliance guidelines, local and federal regulatory policies, and procedures including privacy and security standards.

Answer and filter all incoming calls.

Maintain professional composure throughout interactions with customers or potential clients, assessing the priority level of the call, and following up with clients as needed.

Perform other duties as assigned.

Education & Related Experience:

● Bachelor’s degree in accounting, finance, or a related field.

● CPA is preferred, but not required.

● Three years of experience in the accounting field.

● Previous experience in a tax and accounting organization.

Knowledge, Skills, and Abilities:

● Working knowledge of GAAP.

● Strong understanding of accounting principles, financial processes, and reporting standards.

● Familiarity with internal controls, compliance requirements, and regulatory guidelines relevant to accounting workflows.

● Proficiency in using accounting systems and workflow management tools.

● Excellent verbal, written, and listening communication skills.

● Proven high-quality customer relationship (internal and external) skills.

● Ability to work collaboratively with others.

● Solid ability to analyze situations carefully and adopt appropriate courses of action.

● Ability to understand and adhere to the duties, methods, and procedures required by the position.

● Excellent organizational skills and attention to detail.

● Excellent time management skills with a proven ability to meet deadlines and ability to prioritize tasks.

● Ability to effectively communicate to large and small group audiences.

● Ability to coordinate and manage complex accounting workflows efficiently and effectively.

● Strong interpersonal skills with the ability to work collaboratively across internal and external teams.

● Ability to act with integrity, professionalism, and confidentiality.

● Proficient with Microsoft Office Suite or related software.

● Proficient with or the ability to quickly learn the organization’s electronic medical records system and/or other related systems.

Supervisory Responsibilities and Interactions with Others:

This position has no supervisory responsibilities. However, the role will be expected to interact daily with coworkers and clients.

Physical Requirements:

● Prolonged periods of sitting at a desk and working on a computer.

● Must be able to lift and move up to 25 pounds at times.

● Standard hours of work are Monday through Friday, 8:30 am – 5:30 pm EST, however, evening and weekend hours may be required.

● Travel may be required up to 25% of the time.

Working Conditions:

Duties are typically performed in an office environment or remotely from the team member’s home. The office environment is usually a well-lit environmentally controlled indoor environment with a moderate level of noise.

Salary: Approximately $55,000-$65,000/year depending on experience and ability.

Duties are typically performed in an office environment or remotely from the team member’s home. The office environment is usually a well-lit environmentally controlled indoor environment with a moderate level of noise. The work hours of this position may vary depending on the operational activities and required duties, and evening and weekend work may occasionally be required.

Screening questions

Required Qualifications

Have you completed the following level of education: Bachelor’s Degree?

– Ideal Answer: Yes

How many years of work experience do you have with Microsoft Office?

– Ideal Answer: Minimum: 2

Are you comfortable working in a remote setting?

– Ideal Answer: Yes

What is your level of proficiency in English?

– Ideal Answer: Minimum: Professional

How many years of work experience do you have with QuickBooks?

– Ideal Answer: Minimum: 2

Are you willing to undergo a background check, in accordance with local law/regulations?

– Ideal Answer: Yes

Do you have a valid driver’s license?

– Ideal Answer: Yes

Are you willing to take a drug test, in accordance with local law/regulations?

– Ideal Answer: Yes

How many years of Accounting experience do you currently have?

– Ideal Answer: Minimum: 3

Preferred Qualifications

Do you have the following license or certification: Clerk, Accounting/Payroll? 

– Ideal Answer: Yes

Do you have the following license or certification: Accounting Practitioner?

– Ideal Answer: Yes

We must fill this position urgently. Can you start immediately?

– Ideal Answer: Yes