Accounting & Tax Leader for 80–100+ Clients

Accounting Center SMB; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Accounting Center SMB is seeking a highly responsible accounting manager to oversee 80–100 client accounts, ensuring timely production, payroll processing, and accurate monthly reporting. You will supervise bookkeepers, answer technical questions, and lead weekly status meetings with clients.

The role includes onboarding new clients, coordinating tax preparation, managing fee reviews, and maintaining professional client relationships.

Responsibilities

• Monitor production and payroll processing
• Answer all technical processing/accounting questions
• Review monthly client reporting to verify if client is reporting properly and timely
• Monitor the Monthly Flow Sheet throughout the month
• Monitor the bookkeeper’s time report for clients completed throughout the month to verify if his or her times are improving, and take action if they are not
• Review the bookkeeper salary/incentive monthly report
• Hold weekly work status/production meetings to review work completed and discuss any other issues
• Review on a weekly basis the status of clients whose information is incomplete. Is action required?
• Hire, train and supervise bookkeepers
• Maintain meaningful monthly client contact and document it on the Client Contact Sheet
• Review monthly financial statements within ONE business day of the bookkeeper’s completion
• Monitor profitability MONTHLY for clients based on time and transactions
• Discuss fee adjustments with the owner as necessary
• Handle and resolve tax, accounting and other questions from clients
• Visit clients’ premises at least once per year
• Prepare fee increase worksheets at the end of May to the beginning of June for annual fee review
• Return client phone calls timely and courteously before you leave for the day
• Attend and administer Initial Strategy Sessions
• Set up clients
• Process new clients for approximately two months before passing the accounts to the bookkeeper
• Review accounts completely with the bookkeeper before passing them off
• Complete and process backwork
• Ensure clients are reporting on-time and properly before transferring accounts to bookkeeper
• Complete all items on the Initial Strategy Checklist and Post Installation Checklist
• Handle federal, state and local registrations for clients
• Coordinate incorporating clients if applicable
• You are responsible for replacing client drops in your section with new referrals. You must ASK for referrals. The firm’s growth comes from the client’s willingness to give us referrals, but we need to ask for them!
• Prepare tax returns, both business and personal, for clients
• Maintain a control log of production details.
• Maintain a log of time spent vs. fees collected.
• Distribute business questionnaires prior to the year-ends
• Distribute personal organizers on January 15.
• Process the 13th month for each client
• Assign and coordinate with tax preparers if applicable.
• Make contact in November and December (either through meetings or telephone conferences) with ALL clients to finalize any tax planning. This ensures that clients do not have any surprises and/or penalties. If they are surprised at the end of the year by large tax bills, the chances of losing their business are greatly increased. (See The Manager’s Manual of THE BLUEPRINT FOR SUCCESS SERIES for a complete description of tax planning.)
• If the client is taking a reasonable salary
• Net income of the company vs. distributions taken
• Discussions throughout the year to make the final tax planning easy.
• Maintain and control quarterly tax estimates throughout the year for business and personal tax returns
• Review and distribute final returns to clients.
• Handle any correspondence from taxing authorities.
• Attend weekly meetings with the owner to review production, new client status, profitability on accounts, client problems, staff problems, etc.
• Attend and run a weekly general staff meeting with the bookkeepers to review items listed above.
• Manage software updates and conversions.
• Act as a liaison with accounting, tax and production software vendors.
• Act as a liaison with company IT consultants.
• Attend yearly corporate and individual tax seminars
• Review the contents of the business and individual Quickfinder manual or other tax manual on an annual basis.
• Install, train and support any accountant-provided software for clients.
• Handle cash flow projections.
• Manage loan applications.
• Prepare corporate tax returns for year-end only clients as assigned.
• Prepare individual tax returns for non-monthly clients as assigned.
• Dress and act professionally. The bookkeepers look up to you and will emulate your behavior. If you dress sloppy, so will they; if you don’t act professionally toward each other and clients, neither will they. You set the example!
• Maintain a neat, clean and organized office space.
• Leave your desk clean and organized at the end of the day with no client records/files left open.
• Arrive on time to the office and to client appointments.
• Help make the office a smooth-running and positive place to work.
• Think of ways to improve office efficiency.
• Create a positive and fun office environment.
• Participate in ALL extracurricular activities, such as birthday or holiday parties, either during or after office hours.
• Remember to ask questions that begin with “What and How,” contain “I” and focus on an “Action.”
• MAINTAIN A POSITIVE ATTITUDE: THE CLIENT IS THE MOST IMPORTANT PERSON IN OUR BUSINESS.

Job description

Accounting Center SMB is seeking a highly responsible accounting manager to oversee 80–100 client accounts, ensuring timely production, payroll processing, and accurate monthly reporting. You will supervise bookkeepers, answer technical questions, and lead weekly status meetings with clients.

The role includes onboarding new clients, coordinating tax preparation, managing fee reviews, and maintaining professional client relationships.