Lumen Cpa - Brecksville, OH
posted 3 months ago
Lumen CPA, Inc. is seeking a Tax & Accounting Manager to elevate our services for a growing family of clients. This role is ideal for individuals who are tired of long hours and desire a more significant influence within their firm. The position requires a strong background in tax and accounting, with a focus on creating innovative solutions, enhancing processes, and leading a team to deliver exceptional client service. As a full-service accounting firm located in Brecksville, Ohio, we leverage smart technology, skilled professionals, and efficient processes to help our clients achieve their financial goals. The ideal candidate will be a CPA with over 7 years of experience in public accounting, including the supervision and review of business and individual tax engagements, as well as the compilation and review of financial statements. Attention to detail, organizational skills, and proficiency with technology are essential, as our tech stack includes Microsoft 365, UltraTax, RIA Checkpoint, QuickBooks Online, ShareFile, and various other applications. The candidate should enjoy developing new solutions, improving processes, and driving projects to completion while maintaining excellent communication with clients, colleagues, and other professionals. This position also emphasizes continuous learning and adaptation to new technologies and challenges. Responsibilities include preparing and reviewing business, individual, and trust tax returns, conducting tax research, planning, and projections, supervising staff accountants, and overseeing client accounting services. The candidate will consult with clients to identify their needs, propose solutions, and develop service plans, all while improving internal processes to ensure timely project completion. Experience in industry is a plus as we expand our client accounting services practice, and the ability to manage multiple projects is crucial in this role. Our firm prides itself on providing high-quality tax and accounting services with a personal touch, making us trusted advisors to closely-held businesses and their owners.