This is the working management team and/or advanced specialist level in the professional accountant series. Incumbents in this class exercise a high degree of independent judgment on diverse and specialized projects and have significant accountability and ongoing decision-making associated with their work. This class reports directly to the CEO and is responsible for directing overall departmental administration, as well as the day-to-day operations of various accountant(s) & bookkeeper(s). Incumbent is an “independent credentialed accountant” primarily managing assigned client relationships and supporting CEO with special projects as necessary.
Role and Responsibilities
This position works independently within our operations department and is an integral part of managing our clients and team members. You will work alongside a team of like-minded individuals managing the following day to day responsibilities:
- Manage 1-6 team members
- Assist senior management in reaching strategic business objectives
- Accurately prepare individual (1040) and business tax returns (1120, 1120S, 1065) and associated schedules and financial statements with minimal supervision
- Serve as a liaison between senior management and client management/ operations
- Interact with business owners, providing them high-level insights and advanced analysis on their business’s financials and performance
- Present timely reports to clients & Lighthouse Accounting Group Executive Leadership for review
- Ability to reconcile tax returns to books and records
- Ability to complete back work projects in an efficient, timely manner
- Serve clients a subject matter expert for all issues relevant to services offered by Lighthouse Accounting Group
Qualifications and Education Requirements
Preferred Skills
$75,000 - $175,000 per year