Job Description

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

• Bachelor's 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.

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