Accounting & Tax Manager

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 the bookkeepers to review items listed above. Manage software updates and conversions. Act as a liaison with accounting, tax and production software vendors. Act as a liaison with company IT consultants. Attend yearly corporate and individual tax seminars Review the contents of the business and individual Quickfinder manual or other tax manual on an annual basis. D. To manage special projects as assigned Install, train and support any accountant-provided software for clients. Handle cash flow projections. Manage loan applications. Prepare corporate tax returns for year-end only clients as assigned. Prepare individual tax returns for non-monthly clients as assigned. E. In office Dress and act professionally. The bookkeepers look up to you and will emulate your behavior. If you dress sloppy, so will they; if you don’t act professionally toward each other and clients, neither will they. You set the example! Maintain a neat, clean and organized office space. Leave your desk clean and organized at the end of the day with no client records/files left open. Arrive on time to the office and to client appointments. Help make the office a smooth-running and positive place to work. Think of ways to improve office efficiency. Create a positive and fun office environment. Participate in ALL extracurricular activities, such as birthday or holiday parties, either during or after office hours. Remember to ask questions that begin with “What and How,” contain “I” and focus on an “Action.” F. Any other duties as assigned by the owner MAINTAIN A POSITIVE ATTITUDE: THE CLIENT IS THE MOST IMPORTANT PERSON IN OUR BUSINESS. Services: Accounting services "We have received accounting services for 21 years; Evelyn was an excellent accounting partner. Now, with Vilmalirys, that excellent service continues. Having them play such an important role in our company was the best decision we ever made. Thank you to the entire team that makes up this wonderful company." Services: Payroll accounting, Accounting services "My family's company has been using the Accounting Center for Small Business for 20+ years now. Vilmalirys has been a real pleasure to work with and we are very thankful to her and the whole staff. Highly recommend!." "Best accounting form ever!!!If you need am accountant,Ask For Evelyn Gonzalez..She is fabulous!She takes time and has lots of patience!I was referred to her by a dear friend and I am greatly satisfied!" Our proven process to achieve your goals We analyze your current business structure, past tax returns, and bookkeeping pain points to build a tailored financial strategy. Our accounting experts design a proactive tax-saving roadmap and clean up your chart of accounts for compliance. Execution phase We take over your monthly bookkeeping, run payroll smoothly, and optimize tax deductions before deadlines approach. We deliver clear, audit-ready financial statements and meet regularly to review profit trends and cash flow health. Our Services Answer to your most general common questions. We begin with a discovery consultation to analyze your current business structure, past tax returns, and bookkeeping system pain points. From there, we map out a clean onboarding schedule to take over your books seamlessly without disrupting daily operations. Can you handle cleanup for messy or backlogged books? How often will we review my financial statements? Do you provide custom-tailored packages? What makes your firm different from traditional CPAs? LET’S OPTIMIZE YOUR CASH FLOW AND GROW TOGETHER We are a dedicated team of accounting and tax professionals committed to streamlining your bookkeeping, optimizing payroll, and maximizing your tax savings. #J-18808-Ljbffr