Manage and oversee the entire accounting team Conduct all necessary training to keep the team’s skills and knowledge up to date See that tax interviews are conducted properly with clients Ensure that all necessary documents are requested, collected, and compiled Review corporate and personal income tax returns to ensure accuracy Advise business owners and individuals regarding the tax code Oversee the processing of state and federal payroll taxes Maintain current and garner new client relationships Monitor and mentor/train junior staff, clerks, and bookkeepers Detect and address potential compliance issues proactively Maintain compliance with all state and federal regulations at all times Uphold the excellent reputation of our firm Maintain constant communication with IRS, State Agencies, and our clients See that tax consults and onboarding procedures are in place for new clients Maintain highly organized and updated client files Work collaboratively with other teams to achieve shared goals Report directly to Operations Manager
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