Accounting Manager - Clientmind, Inc.

Clientmind Recruiting is searching for an Accounting Manager for a full-service accounting firm based in Maryland. This is a remote role with travel to Maryland 1-3x per year. 

Tasks:

• Manage assigned clients consulting/advisory relationships.
• Consult with clients regarding tax planning and strategy.
• Identify needed Advisory services for clients.
• Provide Advisory services for select clients.
• Provide feedback and assistance to Accounting Services Director in training, hiring, firing, and review process for Staff and Senior Accountants.
• Comply with federal, state, and company policies, procedures, and regulations.

Detailed Work Activities:

• Meet (virtual or in person) with each client quarterly to discuss corporate/personal projection, financial health of company, tax savings opportunities and (at least annually) tax planning. (Seniors should attend 1x per year per client)
• Meet (virtual or in person) with each client annually to deliver and discuss tax return(s).
• Identify additional Advisory services clients need
• After Advisory is accepted, provide Advisory delivery (virtual or in person)
• Assist with new employee onboarding – work with ASD/HR to ensure program training and specific job trainings are scheduled in advance and resources are fully available.
• Identify and correct individual knowledge gaps as reviewing Senior work. Help identify team-wide knowledge gaps and provide to ASD.
• Assist ASD with 90-day and quarterly staff reviews. Help identify team members for promotion & potential leadership.
• Step into client ownership as needed during staff onboarding, offboarding, or unexpected growth.
• Peer review as requested or needed

Requirements:

• CPA (preferred)
• 8-10+ years experience
• Public accounting experience
• BS in Accounting or something similar, MS preferred