The primary responsibility for a firm’s practice rests with the partners and the assignment of managers to engagements and enables partners to serve a larger number of clients effectively. Managers must have a complete knowledge of the firm’s philosophy and be conversant with the reports, its matters of policy and its opinions on financial statement matters. Managers must maintain and develop expertise in the profession. To make broad decisions in the course of their work, managers must have a knowledge of the general economic and political trends of possible accounting and tax or other legislation that could affect the business climate. Managers are the liaison between the partner, the client and the staff, and are generally responsible for all phases of an engagement.
Duties & Responsibilities
- Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client’s business rather than mere routine attendance to immediate problems.
- Prepares the engagement letter, answers any questions the client may have so there is a complete understanding of the nature and the terms of the engagements, including an estimate of fees, and sees that engagement letters are signed by clients and returned timely.
- Tracks the status of projects to help make sure that they are being completely timely and efficiently.
- Identify performance improvement opportunities for assigned clients
- Keeps the partner informed of all important developments in the work, analyzes the major problems that occur and recommends solutions.
- Supervises the preparation of projects, including but not limited to: bookkeeping, compiled financial statements, payroll tax returns, sales tax returns, business property statements, tax packages, tax projections.
- Reviews projects completed by the staff, and makes sure that all issues are resolved timely.
- Assist with or review financial statements or reports completed directly by clients.
- Prepares the client billing.
- Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, and writing articles for publications.
- Maintains knowledge of general economic and political trends, and of possible tax or other legislation that could affect the business climate.
- Prepares other reports and projects as requested from time to time by the partners.
- Interface with tax and other departments as necessary.
- Handle multiple assignments without difficulty. Multitasking skills a must.
- Ability to work independently with little or no supervision
- Ability to manage priorities and meet deadlines using effective time management skills.
- Ability to use standard computer software applications.
- Must possess strong professional communication, interpersonal, analytical and research skills.
- Must be willing to travel on a limited basis.
- Bachelor’s degree in Accounting (or related field) and CPA designation
- 5+ years public accounting experience
- Tax experience a big plus
- Working knowledge of Windows and Microsoft Excel, Word, Outlook, QuickBooks, Lacerte
- Technical proficiency in GAAP, Cash and Income Tax Basis of accounting
Send your resume by mail or e-mail to:
HMWC CPAs & Business Advisors
17501 East 17th Street, Suite 100
Tustin, CA 92780-7924
We look forward to hearing from you and hope that you will join our team of professionals!
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