Lucida Tax + Accounting Solutions · 4 hours ago
Accounting Manager - Client Advisory Services (CAS)
Madison, WI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expLucida Tax + Accounting Solutions is a full-service accounting firm dedicated to providing exceptional service to closely held companies across various sectors. The Client Advisory Services (CAS) Accounting Manager will oversee financial record preparation, ensure compliance, and guide a team of accounting professionals while fostering a collaborative environment.
Accounting
Hiring Manager
Samantha Loehe
Responsibilities
Oversee the performance and professional development of a team of accounting professionals including staff and senior accountants
Provide regular coaching, training, and performance evaluations to support and engage team members
Foster an inclusive and high-performing team environment that aligns with the firm’s values
Oversee and review client engagements to ensure accuracy and compliance with accounting and financial reporting standards
Review work prepared by team members to ensure technical accuracy and adherence to firm and professional standards
Manage client relationships and resolve issues
Ensure compliance with local, state, and federal government requirements
Oversee preparation of firm’s activity reports, financial forecasts, and annual budgets
Develop and document the firm’s internal accounting procedures
Performs other related duties as necessary or assigned
Qualification
Required
Proven management and supervisory skills
Excellent written and verbal communication skills
Excellent organizational and time management skills
QuickBooks certified required
Working knowledge of payroll rules and processing
Proficient in Microsoft Office Suite or similar software
Bachelor's degree in Accounting or Business Administration required
Eight years or more of related experience required
Preferred
Certified Public Accountant or Enrolled Agent preferred
Previous leadership experience
Company
Lucida Tax + Accounting Solutions
At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase