Wegmann Dazet · 11 hours ago
Manager II- Client Services
Metairie, LA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expWegmann Dazet is a firm seeking a Manager II for their Client Accounting and Advisory Services department. The role involves overseeing staff on client engagements and providing direct assistance with complex accounting and bookkeeping matters, while also serving as a resource for clients in various financial areas.
Accounting
Responsibilities
Lead CAAS department engagements providing onboarding evaluation of client needs, structing ongoing engagement to ensure efficient completion, and overseeing staff completing those engagements
Assist new clients with cleanup of QB files and recommendations for future processing
Assist clients with outsourced accounting services
Complete interim and annual compilation engagements
Review staff’s work on various engagements
Supervise and mentor a team of employees responsible for providing comprehensive assistance to clients in areas including payroll, sales tax, property tax, 1099s, and various business-related filings
Assist clients with payroll, sales tax, property tax, 1099s, and other business-related filings
Effectively communicates with Federal, State and Local tax agencies on behalf of clients
Respond to various governmental and non-governmental notices and/or audits
May participate in conducting training sessions
Conform with and abide by all regulations, policies, work procedures and instructions
Qualification
Required
Bachelor's degree in Accounting
Ten (10) years experience as an accountant
Active Certified Public Accountant License
Ability to review client records to identify issues needing attention and design workflows to increase efficiency
Ability to manage jobs to completion within budgeted hours
Able to use advanced features of QuickBooks Desktop and Online products
Ability to work independently while understanding the necessity for communicating and coordinating work effects with other employees and clients
Ability to effectively select the appropriate communication method to fit the situation
Ability to multi-task and prioritize to meet deadlines
Ability to interact, develop and maintain professional relationships with partners, employees, clients and tax authorities
Ability to read, interpret and apply complex publications, such as sales tax laws and regulations for different states
Ability to problem solve payroll tax notices for federal and other states
Company
Wegmann Dazet
Known as the Entrepreneur’s CPA, Wegmann Dazet is one of the largest locally owned CPA/Business Advisory firms based in the Gulf South.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kerney Craft, Jr., C.P.A.
Managing Partner
Lisa Englade
Partner
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