Outsourced Accounting and Tax Manager Job at Re Focus LLC, Tustin, CA

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  • Re Focus LLC
  • Tustin, CA

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.

Job Tags

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