A Day in the Life
A typical day as an Outsourced Accounting and Tax Manager in Tustin CA might include the following:
- Oversees a team of outsourced accounting specialists senior associates and associates.
- Manages client relationships by monitoring client needs and building value.
- Actively handles day-to-day accounting needs for clients.
- Provides business advisory services to clients.
- Reviews bookkeeping financial statements business income tax projections and other work prepared by staff.
- May prepare or review some business and individual tax returns depending on tax experience.
- Makes recommendations on how to streamline processes.
- Provides feedback in order to develop the outsourced accounting practice.
- Provides mentoring and technical training for staff.
- Responsible for identifying opportunities to cross-sell services.
- Performs client billings for accounting services.
- Participates in business development.
- Ensures timely and accurate performance on assigned tasks.
- Manages project budgets and turnaround times.
Who You Are
- Bachelors Degree in Accounting required.
- 5 years of accounting experience required including prior experience managing staff.
- Valid CPA (Certified Public Accountant) license strongly preferred.
- Experience within a CPA firm especially in tax and/or audit preferred.
- Experience working in the healthcare/medical industry is a plus.