Crossroads Tax Advisors LLC
Accounting Manager
Greenwood, IN
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Full time
Company website
Here at Crossroads Tax Advisors, we work together as partners and mentors to help each other grow. Empowering our practice owners and providing them first class service is our number one priority. We strive to minimize the amount of time and effort our customers spend on accounting and administrative work so they can instead focus on the important stuff - running their practice. The Accounting Manager will engage regularly with our clients, ensuring their needs are met and fostering strong professional relationships. In addition to client interaction, they will mentor and guide our emerging managers, helping them develop their skills and advance in their careers. By building strong client relationships and leveraging modern accounting technology, they deliver personalized service and strategic advice, ultimately helping clients navigate complex tax landscapes effectively.
Description
Responsibilities
• Prepare monthly financials for business clients before the 25th of each month
• Maintain key performance indicators for dental clients
• Analyze the financials & email clients about their respective businesses
• Address any client questions & issues in a timely manner
• Correspond with clients’ payroll, financial advisor, attorney, and TPA as needed
• Assist with preparation of 1099’s
• Assist with preparation of business tax returns
• Mentor & train new staff members as additional staff is hired
• Research topics as needed
• Develop an expertise in the dental business model
• Onboard new clients as needed (i.e. setup bookkeeping, client notes, etc.)
Crossroads Tax Advisors expects you to fulfill these duties to your best abilities with the highest standard of care & ethics. Any communication with clients or business partners is expected to be in a professional & timely manner. We strive to address any client emails or phone calls within a 24-hour timeframe.
Qualifications
• Two-year or four-year degree in business, accounting or related field preferred
• Minimum of five years' experience in an accounting or bookkeeping role required; prior experience with QuickBooks Online preferred
• Strong computer skills, including working knowledge of Microsoft Excel, Word and Outlook
• Comfortable working in a technology-forward environment
• Excellent analytical, organizational, interpersonal, oral and written communication skills
• Teachable, desire to learn, and able to learn new tasks quickly
• Commitment to honesty, trustworthiness and high ethical standards
• Able to work in a collaborative and fast-paced environment with changing priorities and deadlines
Work Environment
This position may be remote, hybrid, or in-office, and provides flexibility while ensuring excellent client service. You’ll be part of a culture that promotes growth, innovation, and a commitment to excellence.
Compensation and Benefits
Details regarding compensation and benefits will be provided separately during the interview process. We offer a competitive salary and a comprehensive benefits package designed to support the well-being and professional growth of our employees.
Equal Opportunity Employer Statement
Crossroads Tax Advisors is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We do not discriminate against any applicant or employee based on race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, or any other protected characteristic. Our hiring decisions are based solely on qualifications, merit, and business needs. We strive to provide a welcoming environment for all and encourage individuals from diverse backgrounds to apply.
Other Duties
This job description does not cover all possible duties and may change as needed. This version retains the essential information while being more concise and straightforward.