Work for us

Employment Status: Regular, Full-Time, Exempt
Pay Scale: $55,000 – $85,000 per year
Required CPE: 30 Hours per Year

Summary:
As an Accounting Tax Manager with Ascension CPA, PLLC, you must have a complete knowledge of the firm’s philosophy. Accounting Tax Managers supervise accounting/tax engagements, perform high level accounting/tax functions, review work papers and financial statements, and communicate directly with the client. Accounting Tax Managers develop and train staff members, develop new business for the Firm, and comply with all regulatory groups.

Expectations:

• Be professional in appearance, in communication, and work quality.
• Be organized and timely with matters that have deadlines.
• Adhere to professional practice standards and federal & state laws.
• Be respectful of Ascension CPA’s property.
• Represent Ascension CPA in a positive, professional manner.
• Communicate effectively with clients and staff.
• Assist with the training and development of staff members.
• Work independently as well as cooperatively.

Essential Job Functions:

• Manages all phases of accounting, payroll, and compilation engagements.
• Maintains contact with clients throughout the year and possesses a thorough knowledge of the client and all facets of the client’s business.
• Monitor client engagements for scope-creep and review engagements annually for fee adjustments.
• Prepares basic to more complicated personal and corporate tax returns.
• Prepares tax projections and meets with clients to discuss potential tax saving strategies.
• Responds to federal and state notices received by clients to include file research and requesting and/or preparing appropriate responses.
• Prepares and delivers tax plans.
• Ensures that financial statements, notice responses, and client letters are prepared in accordance with professional and firm standards.
• Maintains familiarity with qualifications of all Staff Members and assigns/monitors required CPE.
• Works to develop responsible, trained staff members by assisting in the performance review process.
• Prepares and delivers 5-6 lunch & learn training sessions per year for staff.
• Meets with potential clients and prepares and delivers accounting/tax proposals.
• Reviews existing client files for potential to increase service offerings.
• Maintains familiarity with cash management and budgeting reports.
• Other reports and projects as requested by the Managing Partners.
• Other duties as assigned.

Education, Experience, and Skills Required:

• Bachelor’s degree or Master’s degree in accounting or other related program; and,
• At least three to five years’ experience in public accounting, demonstrating a progression in complexity, scope, and number of engagements managed; and, CPA Eligible; or, Professional Certification required (Enrolled Agent or Certified Public Accountant).
• Ability to exercise judgment and work with confidential client matters and personnel matters.
• Regular and consistent attendance.