Manager of Accounting

CSI Group is a fast growing, family owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path. Position Overview: The Manager of Accounting - Business Services - Tax Processing will be responsible for managing the business services team and ensuring the delivery of accurate and timely tax preparation, filing, and compliance for business clients. This involves managing the workflow for our accounting/bookkeeping businesses clients, along with closing the books for tax preparation. This role requires strong leadership, technical expertise in tax laws, and the ability to drive strategic tax planning and process improvements. The manager will also serve as the primary point of contact for complex tax matters and client relations. Key Responsibilities: Lead, mentor, and manage a team of Business Services Specialists responsible for tax processing, ensuring a high level of accuracy and compliance in all activities. Oversee the preparation and filing of federal, state, and local business taxes for clients, ensuring timely submission and adherence to all regulatory requirements. Oversee the accounting department to ensure businesses books are closed and completed before any deadlines. Serve as a strategic advisor to clients, providing expert guidance on tax planning, optimization, and risk management. Review and approve complex tax returns, ensuring compliance with tax laws and identifying opportunities for tax savings and efficiencies. Develop and implement efficient tax processes and workflows, ensuring that best practices are followed across the department. Monitor changes in tax laws and regulations, ensuring the team and clients remain informed and compliant. Manage client relationships, acting as the primary point of contact for all tax-related inquiries, disputes, and audits. Collaborate with the accounting, finance, and legal teams to address any tax-related issues, ensuring a unified approach to client service. Ensure ongoing professional development and training for the tax team, promoting a culture of continuous improvement and learning. Drive the growth and expansion of the tax processing function, identifying opportunities to enhance client services and expand the client base. Prepare and present reports on the department's performance, including key metrics related to tax processing efficiency, client satisfaction, and regulatory compliance. Qualifications: Bachelor's degree in Accounting, Finance, Business, or a related field (Master's degree preferred). CPA or Enrolled Agent certification required. Minimum of 5 years of experience in tax preparation, processing, and compliance, with a focus on business clients. Prior experience in a leadership or management role within a tax services or accounting environment. In-depth knowledge of federal, state, and local tax regulations, with the ability to interpret and apply complex tax laws. Strong leadership and team management skills, with a proven ability to develop and mentor staff. Excellent communication and client management skills, with the ability to explain complex tax matters clearly and build long-term relationships. Strong organizational and problem-solving skills, with the ability to manage multiple clients and deadlines. Proficiency in tax software, QuickBooks, financial management systems, and Microsoft Office (Excel, Word, etc.).

Created: 2024-11-02