Atlas Financial Solutions · 6 days ago
Tax Accounting Manager
Bakersfield, CA
Full-time
Onsite
Mid, Senior Level
$110K/yr - $130K/yr
5+ years expAtlas Financial Solutions is seeking a Tax Accounting Manager to leverage technical tax and accounting skills while providing exceptional client service. This leadership role involves supervising staff, managing client relationships, and ensuring accurate tax and bookkeeping services.
AccountingBookkeeping and PayrollFinancial ServicesTax Preparation
Responsibilities
In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills
Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc
Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
Researching tax and accounting issues and providing guidance to clients
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Build client relationships and communicate with monthly calls/emails
Supervise bookkeepers in monthly production
Assist with high level bookkeeping items such as payroll audits and completed journal entries
Review monthly financial statements
Prepare and//or Review Individual & Business Tax Returns
Prepare or update tax estimates as needed
Keep up to date on tax education (firm provided)
Assist with other filings; sales tax, 1099s, business property returns
For Tax, this role will review and help prepare tax returns. This is a client facing role and people skills are required. For the clients we do the books for tax returns are fast and simple but we still have annual clients that dump their books on us and we have to sort out the mess
For Accounting, we have monthly and many quarterly bookkeeping clients. You will be in charge of overseeing and managing higher end client books. We have bookkeepers who will handle the monthly bookkeeping, and this role will review their work & the financial statements, then connect with the client monthly to discuss and provide value. Must be able to handle sales tax, business property tax, 1099s, payroll audits, etc. Must be able to handle journal entries on closing out properties for construction clients as well as assist in cost coding
Qualification
Required
Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field
CPA or EA licensed
5 years experience in public accounting or related field
2 years supervisory
3+ years' Experience with QuickBooks Online (or other accounting systems)
Must have and preserve required licenses
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Exceptional analytical and problem-solving skills
Excellent communication and interpersonal skills
Strong attention to detail
Preferred
Master's degree preferred in Accounting, Taxation, or related field
Benefits
3% matching Simple IRS
PTO 2 to 4 weeks
Health Insurance
Many Team Building Events
Company
Atlas Financial Solutions
Atlas Financial Solutions is a financial services company that offers accounting, bookkeeping, and tax preparation services.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase