Accounting & Tax Manager

$75,000 - $95,000/Yr

Csi Accounting Services - Minneapolis, MN

posted 3 months ago

Full-time - Mid Level
Remote - Minneapolis, MN

About the position

As an Accounting and Tax Manager at CSI Accounting Services, you will be joining a growing accounting firm that specializes in serving small businesses and their owners in Minneapolis, MN, and Columbia, MD. This dynamic and fast-paced environment is designed for individuals who are eager to utilize their education and experience in a meaningful way. The firm has a strong history of growth and is committed to providing exceptional service to its clients, which includes a comprehensive package of services such as monthly financial statements, tax preparation, audit representation, tax planning, payroll processing, and personalized advice and consultation. In this role, you will be responsible for providing outstanding personal service to a section of small business clients, ensuring that their needs are met with professionalism and expertise. You will frequently interact with clients, helping them to be better organized, make more money, and save on taxes. Your responsibilities will include reviewing the work of staff accountants, analyzing financial statements, preparing and reviewing business and personal tax returns, and assisting clients with ongoing tax planning. This position is hybrid, allowing for remote work, but you will need to reside in the area for training and client meetings in the office. CSI Accounting Services values its employees and is dedicated to their professional and personal growth. The firm has established solid systems for client service that promote scheduling flexibility and work-life balance. Continuing education opportunities are provided to help staff develop into top-notch accounting and tax professionals, and existing employees are encouraged to share their knowledge and support the development of new team members.

Responsibilities

  • Provide outstanding personal service to a section of small business clients.
  • Review the work of staff accountants who prepare monthly compilations.
  • Analyze financial statements and advise clients accordingly.
  • Prepare and review business and personal tax returns.
  • Assist clients with ongoing tax planning.
  • Handle installations of new clients and back work projects.
  • Serve as the primary contact person for a section of clients, ensuring exceptional customer service.
  • Work in an advisory capacity to service clients.

Requirements

  • Minimum of 3-6 years experience in the accounting & tax profession.
  • A bachelor's degree in accounting.
  • An EA or CPA is preferred, but certifications can be earned while working here.
  • Prior experience with preparing monthly compilations for businesses.
  • Prior experience with preparing business and personal tax returns.
  • General knowledge of payroll taxes and sales taxes.
  • Desire to learn and grow professionally.
  • Current knowledge of technology & software; must be computer savvy.
  • Highly motivated, energetic, happy, and friendly demeanor.
  • Professional attitude and great communication skills.
  • Experience with client interaction.
  • Desire to work as a team member to build the firm.
  • Ability to manage multiple clients and projects simultaneously.

Nice-to-haves

  • Experience with tax planning and advisory services.
  • Familiarity with accounting software and tools.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
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