Job Description

Key Responsibilities:

• Strategic Leadership and Team Management : Develop and communicate a clear vision and strategic goals for the client delivery team, following Entrepreneurial Operating System (EOS) principles. Mentor and guide Senior Accountants, Staff Accountants, and Bookkeepers, ensuring efficient resource allocation and professional development.

• Client Relationships and Quality Control : Maintain strong client relationships, ensure the highest levels of client satisfaction, and uphold quality control standards for client deliverables. Respond to client inquiries regarding reporting, strategy, and taxes.

• Tax Planning and Preparation : Prepare and review business and individual tax returns, create tax projections, and respond to client tax notices. Prepare personal and corporate tax planning documents, and update clients’ payroll settings accordingly.

• Performance Monitoring and Compliance : Develop and monitor key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies.

• Advisory and Analysis Services : Provide monthly or quarterly advisory services, make recommendations on organizational and compensation structures, and assist with entity formation and employee incentive structures. Assist clients with government programs and grant opportunities.

• Leadership: Key member of the Leadership team, sit in Leadership Team meetings and help make company-level decisions, implement company-wide processes, review potential new hires

Additional (Super important) Details :

• Full-time, remote work role with a flexible schedule and company benefits.
• Public accounting experience is strongly preferred;
  
• Xero software knowledge is strongly preferred
• Knowledge of EOS is beneficial.
• Manages a team of ~12 , with 3-4 Senior Accountants directly reporting to the role
• Tax software for the returns is Ultratax. Onvio is currently the tax organizer but Canopy will replace Onvio.
  
  

Benefits:

• Unlimited PTO (with a minimum of 2 weeks PTO)

• 40 hours of sick leave

• Two paid volunteer days per year for projects of your choosing

• 12 weeks of parental leave at ? salary

• Health, dental, and vision plans with 75% company contribution toward you AND any family members

• Traditional and ROTH 401k plan options with a company match of 100% of the first 3% and 50% of the next 2% saved

• Professional Development annual budget of $1200 for self-directed professional development activities

• Healthcare system concierge guidance through HealthAdovcate

• On-demand primary care through OneMedical

• Telemedicine services through Teladoc

• Online therapy offerings through TalkSpace

• Gynecology and family planning services through Kindbody

• A $50k company-paid life insurance policy for your beneficiaries

• Access to FSA and HSA accounts

• Company-sponsored Peloton membership and discounted equipment

• Flexible work schedule

• Participation in Company-wide profit-sharing

• #WFA That #workfromanywhwere lifestyle to give you and your family freedom and flexibility

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