To manage the internal day-to-day operations of this tax and accounting practice.Make full use of our existing practice management software program capabilities to track all work in the office, ensure work is assigned to the appropriate team members and that they are meeting due dates to deliver the ork to clientsEvenly distribute work between staff members/move work around so some are not overloaded while others do not have enough to doIncrease efficiency by streamlining systems to save time, introducing new policies as needed, to ensure that billable staff are maximally billable throughout the dayAssist with building out industry standard compensation and benefit structureAssist with bonus structure for all employeesWorks with Firm Administrator to ensure all employees have metrics and are meeting their goals.Managing staff as regards any performance issues and ensuring these are handled and no longer an issueConducting staff meetings to introduce new policies and procedures; as well as communicate the owner?s vision of how she wants the practice to evolveMeeting one-on-one with staff to handle any performance issues and resolveEnsuring clients are billed timely and bills are also paid promptManage the process of getting information from clients so that we can complete their work
4-7 years
BA/BS or MS in Accounting or Taxation, CPA licenseAt least 5 years of Audit exp working in a CPA firm: with leadership and management experience in a similar roleAbility to think like an owner so as to ensure the continued growth and prosperity of the practiceCan-do attitude and a team player who is willing and able to perform a multitude of various duties to keep the practice running smoothlyOutstanding organizational skillsExcellent attention to detail and problem-solving skills with the ability to research solutions to problems and propose best option to ownerExcellent communication skills - very tactful so as to be able to handle sensitive staff matters as well as client issues
BA/BS or MS in Accounting or Taxation, CPA licenseAt least 5 years of Audit exp working in a CPA firm: with leadership and management experience in a similar roleAbility to think like an owner so as to ensure the continued growth and prosperity of the practiceCan-do attitude and a team player who is willing and able to perform a multitude of various duties to keep the practice running smoothlyOutstanding organizational skillsExcellent attention to detail and problem-solving skills with the ability to research solutions to problems and propose best option to ownerExcellent communication skills ? very tactful so as to be able to handle sensitive staff matters as well as client issues
Bachelors
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