Billing and Invoicing Clerk

About Us

At De Boer, Baumann & Company, P.L.C., we think differently about the public accounting profession. It’s not about just working with numbers; it’s about the businesses, the goals and the people those numbers represent. Our team shares this passion, this vision, and these values, across all our locations in Grand Haven, Holland and South Haven.

Position Overview

The Tax Manager leads client engagements, oversees staff, and provides strategic tax and financial guidance. They have a strong background in public accounting, excellent leadership skills, and a commitment to delivering outstanding service.

Key Responsibilities

• Lead and manage multiple client engagements across tax, compilation, and review services, ensuring timely delivery and high-quality results

• Review and oversee the preparation of complex individual, corporate, partnership, and trust tax returns, providing technical guidance and resolving advanced tax matters

• Supervise, mentor, and develop staff and senior accountants through ongoing coaching, training, and performance feedback

• Build and maintain strong client relationships by delivering responsive, proactive, and consultative service

• Ensure all engagements are executed in compliance with professional standards, firm policies, and applicable regulatory requirements

• Manage engagement budgets, staffing, timelines, and deliverables to drive efficiency and profitability

• Support business development initiatives, including identifying growth opportunities and contributing to firm expansion efforts

• Monitor and interpret changes in tax laws, accounting standards, and industry developments to inform client strategy and firm practices

• Serve as a subject matter resource in a designated tax specialty area (e.g., SALT), contributing to internal training, client development, and technical excellence

• Perform other duties and special projects as assigned

Qualifications

• Bachelor’s degree in Accounting (required)

• Master’s in Accounting or Taxation (preferred)

• Active CPA license in Michigan (required)

• Minimum of five (5) years of progressive public accounting experience, including at least two (2) years in a supervisory or managerial capacity

• Demonstrated expertise in business and individual tax compliance, as well as compilation and review engagements

• Proficiency in Quick Books and the Thomson Reuters software suite (e.g., Ultra Tax, Engagement Manager, Practice CS) preferred

• Strong leadership, interpersonal, and communication skills, with the ability to effectively develop and guide team members

• Proven ability to manage multiple engagements and competing priorities in a deadline-driven environment

• Exceptional attention to detail, with strong analytical and problem-solving capabilities

• Self-motivated professional with a commitment to continuous learning, process improvement, and team development

What We Offer

• An environment promoting and enabling a healthy work/life balance

• A competitive compensation and benefits package including medical, dental, vision, and life insurance, 401(k), profit sharing, flexible spending account, vacation time and more

• A commitment to the personal and professional development of all our team members

• An opportunity to work with a large variety of clients at multiple levels

• Direct interaction with De Boer, Baumann & Company’s partners and senior managers

• Advanced technology and communication systems

• Client referral bonus

Compensation details: Yearly Salary

PIb
068-