Accounting & Tax Manager Job Orlando area,Florida USA,Accounting

A. To be COMPLETELY responsible for all accounting matters in a section of 80 – 100+ clients in a dedicated and professional manner as if you were the owner of the accounting firm. Remember, managing your section is like managing an accounting firm within an accounting firm.

Monitor production and payroll processing
Answer all technical processing/accounting questions.
Review monthly client reporting to verify if client is reporting properly and timely
Monitor the Monthly Flow Sheet throughout the month.
Monitor the Monthly Flow Sheet throughout the month to ensure that they are equal to or greater than what is required, and take action if they are not.
Monitor the bookkeeper’s time report for clients completed throughout the month to verify if his or her times are improving, and take action if they are not.
Review the bookkeeper salary/incentive monthly report.
Hold weekly work status/production meetings to review work completed and discuss any other issues.
Review on a weekly basis the status of clients whose information is incomplete. Is action required?
Hire, train and supervise bookkeepers.

2. Current Clients

Maintain meaningful monthly client contact and document it on the Client Contact Sheet
Review monthly financial statements within ONE business day of the bookkeeper’s completion.
Monitor profitability MONTHLY for clients based on time and transactions.
Discuss fee adjustments with the owner as necessary
Handle and resolve tax, accounting and other questions from clients.
Visit clients’ premises at least once per year.
Prepare fee increase worksheets at the end of May to the beginning of June for annual fee review.
Return client phone calls timely and courteously before you leave for the day.

3. New Clients Assigned to You

Attend and administer Initial Strategy Sessions.
Set up clients.
Process new clients for approximately two months before passing the accounts to the bookkeeper.
Review accounts completely with the bookkeeper before passing them off
Complete and process backwork
Ensure clients are reporting on-time and properly before transferring accounts to bookkeeper.
Complete all items on the Initial Strategy Checklist and Post Installation Checklist.
Handle federal, state and local registrations for clients.
Coordinate incorporating clients if applicable.

4. Client Drops/Referrals

You are responsible for replacing client drops in your section with new referrals. You must ASK for referrals. The firm’s growth comes from the client’s willingness to give us referrals, but we need to ask for them!

B. To be COMPLETELY responsible for all TAX matters in a section of 80 – 100+ clients in a dedicated and professional manner as if you were the owner of the accounting firm.

Remember, managing your section is like managing an accounting firm within an accounting firm.

Prepare tax returns, both business and personal, for clients
Maintain a control log of production details.
Maintain a log of time spent vs. fees collected.
Distribute business questionnaires prior to the year-ends
Distribute personal organizers on January 15.
Process the 13th month for each client
Assign and coordinate with tax preparers if applicable.
Make contact in November and December (either through meetings or telephone conferences) with ALL clients to finalize any tax planning. This ensures that clients do not have any surprises and/or penalties. If they are surprised at the end of the year by large tax bills, the chances of losing their business are greatly increased. (See The Manager’s Manual of THE BLUEPRINT FOR SUCCESS SERIES for a complete description of tax planning.)

A.

Review EACH month:

If the client is taking a reasonable salary
Net income of the company vs. distributions taken
Discussions throughout the year to make the final tax planning easy.

B. Maintain and control quarterly tax estimates throughout the year for business and personal tax returns

Review and distribute final returns to clients.
Handle any correspondence from taxing authorities.

C. Other duties

Attend weekly meetings with the owner to review production, new client status, profitability on accounts, client problems, staff problems, etc.
Attend and run a weekly general staff meeting with…