Tax Account Manager
Opportunities for continued, long-term career advancement within the firm
*Full-time position with flexible schedule available
Who we are looking for:
Are you personable, hardworking and have experience with financial statements and small business tax returns? These are the most important qualities that we are looking for in a candidate. We are looking for someone who is interested in growing with our firm long-term.
About us:
We are a growing accounting firm located in Milford, Ohio offering a pleasant, flexible and supportive working atmosphere. We have been providing productive solutions and peace of mind to our clients for over 30 years.
We work with owners of small businesses to help them be better organized, more profitable, and save on taxes. We provide services including monthly write up, tax prep and planning, payroll processing, business advice and consultation. Our unique systems and quality staff keep workflow running smoothly throughout the year. Our clients depend on our expertise and our commitment to personal service. Because we are a small firm, our employees play an integral role in our clients' success, which our team finds fulfilling and rewarding.
Position Overview:
· Management of 50-75 business tax returns including review of financial statements monthly.
· Be an active member of our Management Team. We meet regularly to continue our growth and development as a firm and rely on each member of the team to share their unique perspectives and ideas.
· Bookkeeping and accounting
· Financial statement review
· Tax planning and preparation
· Building and maintaining excellent relationships with our small business clients through excellent customer service and client relationships
· Ensure standard operating procedures are maintained to ensure our processes are as efficient and streamlined as possible so we can best meet the needs of our clients
Schedule:
This is a full-time position. Flexibility with the schedule is available to accommodate needs such as family obligations. We are committed to work-life balance.
Location:
Our office is located at 936 OH-28, Milford, OH 45150
Requirements:
· Bachelor’s or higher degree in Accounting or Finance
· CPA or EA designation required
· 5 years of accounting experience, public accounting preferred
· Excellent communication and interpersonal skills with a customer service focus
· Experience with QuickBooks online and Ultra tax a plus
Who is Orcutt & Company?
Our core belief’s
- Your family comes first. Period.
- Lead with kindness.
- Make working at Orcutt as enjoyable as possible for everyone.
- Work from a position of wanting to help others.
- Share; Please bring and share your ideas. We are always looking to evolve and improve and welcome everyone’s thoughts and ideas.
- We offer schedule flexibility with the possibility of working from home time. We believe in allowing our employees the ability to work when it works for them.
- As we mentioned, your family comes first. We understand that life events don’t always happen outside the hours of 9-5. We believe that no one should miss any event that is important to you and your family. Additionally, sometimes emergencies happen. Our policy is that all those things come before Orcutt, and we want you to attend those events.
- Work life and personal life should be balanced. Our goal is that everyone works 40 hours a week, even during tax season.
- Casual dress code. The owner wears jeans every day! (Sometimes we’ll even wear tee shirts on Fridays). Dress for your day.
- We believe that our employees come first, even before clients. Our belief is that if you’re happy, our clients will be happy.
- Our entire business model is centered around our relationships with our clients. Our standard of work is high, but the relationships we build with clients is our main focus.
- In addition to standard bank holidays, we are also closed.
- Fridays at noon from May 1st – December 31st
- Friday before Memorial Day
- Friday before Labor Day
- We close at noon the Wednesday before Thanksgiving and are closed the Friday after
- Christmas Eve
- Other holidays result in additional days depending on what day of the week they occur.
- Yes, they are all paid!
- We cover 75% of employee’s health insurance expense.
- 120 hours of PTO (after 90-day eligibility period.)
- 401k with match (eligible after 12 months and 1000 hours of service)
We also consider applicants who have taken a non-traditional career path or may
Pay: $90,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Work from home
Work Location: Hybrid remote in Milford, OH 45150
