Tax Supervisor/ Manager

Be a part of Patrick & Raines CPAs, amazing team! Patrick & Raines CPAs seeks bright, enthusiastic individuals to join our team. Read about our knowledgeable and productive team members. We are growing a culture for our team to excel in, with amazing opportunities to help in our community and continually working on team building in our organization. We hold ourselves to a higher standard, constantly finding ways to improve our clients’ futures, today. As a full-service CPA firm, we provide all aspects of accounting to our clients, including tax preparation and planning, attest services, bookkeeping, IRS representation, and business consultation. Assurance Manager & Supervisor Responsible for the overall attest engagements. This position reports to the partners. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs. We envision our Assurance Manager & Supervisor to not only be a senior assurance technician who can complete an Accounting or Assurance engagement to the level of minimal review & rework by the tax manager/partners, but also someone who can also coordinate & manage assurance engagements (and other returns & engagements as needed in the absence of another Manager). This unique person would need to be super organized and begin documenting our workflows, standardizing our work product and internal processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things. Develop and implement auditing procedures and programs. Supervise and conduct independent audits for for-profit and non-profit clients, 401(k) audits, and single audits in an electronic format. Implement Standards updates to all the affected firm personnel to insure everyone is compliant with current standards. Maintain Quality Control Program and Peer Review Program. Provide supporting workpapers and assistance to tax department to enable them to efficiently prepare the related tax returns of attest engagement clients. Supervisor Responsibilities: Manage and train employees in the auditing and accounting department. Employees from the tax department may also be utilized in auditing procedures as necessary. Provide status updates to Audit Partner of all active engagements on a regular basis. Education / Experience: CPA license. 5+ years of financial statement audit experience at a public accounting firm. Public accounting experience must be recent, at most 3 years removed. Requirements: Experience working with privately held clients is a plus. Industry experience strongly desired in manufacturing, construction, not‑for‑profit. "Single audit" and GAAS experience needed. Ability to manage multiple projects and effectively delegate. Proficiency needed in QuickBooks, PPC Practice Aids, Workpapers CS or other electronic based audit software, Excel and Word. Interpersonal Skills: Exhibits time management and organization skills. Develops entrepreneurial approach to client service and good working relationships with client personnel. Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses. Accepts volunteer positions in community organizations. Continues to develop industry expertise. Understands firm ethics and demonstrates them consistently. Develops a broad general knowledge of economic, political, and business conditions. Performs such other duties as may be assigned. Assurance Accountant Responsible for the overall attest engagements. This position reports to the Assurance Manager. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs. We envision our Assurance Staff to be sharp, enthusiastic, and empathetic professionals who can work and can thrive in a challenging, dynamic environment. Perform analytical procedures. Perform substantive testing. Prepare audit programs and correspondence letters. Make sampling selections. Maintain an emphasis on quality control and assist, as needed, with the peer review program. Work independently, while understanding when you ask for assistance. Education / Experience: 0-2 years of financial statement audit experience at a public accounting firm. Public accounting experience must be recent, at most 3 years removed. Requirements: Experience working with privately held clients is a plus. Industry experience strongly desired in manufacturing, construction, not‑for‑profit. "Single audit" and GAAS experience is a plus. 401(k) audit experience is a plus. CIRA audit experience is a plus. Proficiency in Excel or Word. Proficiency in QuickBooks, PPC Checkpoint Tools, Workpapers CS or other electronic based audit software. Interpersonal Skills: Exhibits time management and organization skills. Demonstrates basic knowledge of clients’ businesses. Accepts volunteer positions in community organizations. Continues to develop industry expertise. Understands firm ethics and demonstrates them consistently. Develops a broad general knowledge of economic, political, and business conditions. Performs such other duties as may be assigned. CAAS Supervisor / Manager Leads and manages multiple tax engagements to deliver quality tax services for our clients. We envision our CAAS manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the tax manager/partners, but also someone who can coordinate & manage write‑up work, payroll processing & returns, sales tax returns, tangible returns, and preparation of non‑attest financial statements. Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues. Prepare and/or review financial statements for clients across multiple industry sectors. Develop and streamline accounting and financial planning and analysis. Provide suggestions and ideas for cost reduction and efficiency gains. Maintain organized work papers and supporting documentation. Affirm budgeted engagement hours and deadlines. Schedule internal and external deadlines to meet client expectations for delivery. Lead and supervise multiple client service teams on multiple engagements assuring timely billing, collections and support of operational processes. Identify and communicate accounting matters to senior managers and partners. Lead by example to positively impact employee morale. Train and mentor junior staff members to enable them to reach their maximum potential. Regularly seek opportunities, recommendations, and additional firm services that could benefit clients. Represent the firm in community activities and professional associations. Prepare complex federal and state income taxes for individuals, businesses, real estate, and exempt organizations; review tax returns as assigned. Analyze notices and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. Assist Tax Manager by performing complex tax research. Prepare tax planning estimates/projections. Recommend tax saving strategies to clients and staff on engagements. Manage the firm’s relationship with ADP. Manage Payroll, Personal Property Tax, Sales Tax, & Accounting engagements. Education / Experience: Bachelor’s degree in accounting or finance. CPA Certification preferred. 4-6+ years prior experience in public accounting preferred. Significant supervisory experience (2 years plus). Experience preparing individual, business, real estate and exempt organization tax returns. Tax (federal and state) research skills. Strong accounting foundation and analytical skills. Strong computer skills: proficiency in Tax software, Excel, Word. Excellent interpersonal, oral and written communication skills. Detail oriented & ability to multi-task. Interpersonal Skills: Exhibits time management and organization skills. Coordinates recruitment, orientation and training of tax related staff. Develops entrepreneurial approach to client service and good working relationships with client personnel. Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses. Maintains contact with peers, develops network of business contacts, meets with prospective clients and cultivates referrals. Develops means of communication to clients and persons responsible for maintaining relationship with clients. Accepts volunteer positions in community organizations. Continues to develop industry expertise. Serves as a role model for other staff in reflecting firm values, procedures and service model. Understands firm ethics and demonstrates them consistently. Develops a broad general knowledge of economic, political, and business conditions. Maintains an attitude of life long learning. Performs such other duties as may be assigned. CAAS Accountant Responsible for preparation and participation in accounting (as well as Tax and Assurance, where applicable) engagements to deliver quality accounting services for our clients. We envision our Staff Level Accountants to function as a support team for all aspects of the firm: Tax, CAAS & Assurance. Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures, and other general business issues. Prepare and/or review financial statements for clients across multiple industry sectors. Develop and streamline accounting procedures. Provide suggestions and ideas for cost reduction and efficiency gains. Maintain knowledge of P&R "Tech Stack" of Accounting Apps for firm & clients. Maintain organized work papers and supporting documentation. Affirm budgeted engagement hours and deadlines. Schedule internal and external deadlines to meet client expectations for delivery. Identify and communicate accounting matters to senior managers and partners. Lead by example to positively impact employee morale. Regularly looks for opportunities, recommendations, and additional firm services that could benefit clients. Provides the client and other members of the P&R Team with a clean set of books. Prepares various tax returns such as Personal Property Tax, Payroll Tax and Sales Tax. Preparation of federal and state income taxes for individuals, businesses, real estate, and exempt organizations. Analyze notice and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. Manage multiple clients, budgets and production goals. Perform tax research. Prepares tax planning and estimates/projections. Maintain good workflow and provide feedback for greater efficiency. Recommend tax saving strategies to clients and staff on engagements. Assist Assurance team with fieldwork as necessary. Education & Experience: One to two years of full-charge bookkeeping experience. Experience preparing Balance Sheets, Income Statements & Trial Balances. Tax (federal, state, payroll, tangible, sales and local) research skills (preferred). Strong accounting foundation and analytical skills. Strong computer skills: proficiency in QuickBooks, Accounting software, Excel, Word. Bachelor's degree in accounting or finance (preferred). CPA or EA Certification (preferred). 1+ years prior experience in public accounting experience (preferred). Excellent interpersonal, oral, and written communication skills. Detail-oriented & able to multi-task. Interpersonal Skills: Exhibits time management and organization skills. Develops entrepreneurial approach to client service and good working relationships with client personnel. Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses. Maintains contacts with peers, develops a network of business contacts, meets with prospective clients and cultivates referrals. Develops means of communication with clients and people responsible for maintaining relationships with clients. Accepts volunteer positions in community organizations. Continues to develop industry expertise. Understands firm ethics and demonstrates them consistently. Develops a broad general knowledge of economic, political, and business conditions. Maintains an attitude of life long learning. Develops skills via CPE & OJT until an area of interest and/or expertise emerges. Performs such other duties as may be assigned. Tax Accountant Manages multiple tax engagements to deliver quality tax services for our clients. We envision our Tax Senior to not only be a senior tax preparer who can complete a complex tax return to the level of minimal review & rework by the partners, but also someone who can coordinate & manage multiple tax returns in various stages. Preparation of federal and state income taxes for individuals, businesses, real estate, and exempt organizations. Analyzes notices and prepares internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. Manages multiple clients, budgets and production goals. Performs tax research. Prepares tax planning and estimates/projections. Maintains good workflow and provides feedback for greater efficiency. Recommends tax saving strategies to clients on engagements. Education / Experience: Bachelor's degree in accounting or finance. Prior experience in public accounting tax experience. Experience preparing individual, business, real estate and exempt organization tax returns. Tax (federal and state) research skills. Strong accounting and analytical skills. Strong computer skills: proficiency in Tax software, Excel, Word. Excellent interpersonal, oral and written communication skills. Detail oriented & ability to multi-task. Interpersonal Skills: Exhibits time management and organization skills. Develops entrepreneurial approach to client service and good working relationships with client personnel. Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses. Develops means of communication with clients and persons responsible for maintaining relationship with clients. Accepts volunteer positions in community organizations. Continues to develop industry expertise. Understands firm ethics and demonstrates them consistently. Develops a broad general knowledge of economic, political, and business conditions. Performs such other duties as may be assigned. #J-18808-Ljbffr