Tax Advisor - Accountant / Manager

3 days ago

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RESPEC

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Mining & Energy • Water and Natural Resources • Information Technologies • Materials Testing Laboratory • Irrigation Planning and Management

501 - 1000

Description

• Meet with team in the morning to organize day/week • Have meeting with other managers to discuss resource allocation/priorities • Meet with client and their financial advisor to discuss retirement planning • Train staff on how to do 1031 exchange in Lacerte • Review work from Sr. Accountants • Read new tax law bills and keep team updated

Requirements

• Must have CPA license or EA Pro Advisor Certification would be a plus • Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, as well as Microsoft Office Suite (Excel, Outlook, and Word) • Experience with managing and developing junior accounting team members • Demonstrated client retention experience • Business Development and cross selling of firm services experience • High level of curiosity • Ability to uphold values with team members and clients • Ability to have hard conversations professionally with team members and clients • Expert technical accounting skills, overall generalist or subject matter expert • Garners respect from team members and clients

Benefits

• Health, dental, and vision insurance • unlimited PTO • 401k with 4% safe harbor match