No Outside Agencies, Please

Newport Beach/ Orange County - Flexible WFH currently
Out of CA - Remote Opportunity Available

Job Description

Education, Skills & Experience:
You should have at least 3-5 years of accounting or finance experience, preferably in a variety of industries

At least 1 year of previous experience managing 2-4 team members
Bachelor’s degree in Accounting or Finance
Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
QuickBooks experience is a plus

Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions.
IF THESE WORDS RESONATE WITH YOU: Strategic Leader.Multi-tasking. Client Management.Analytical.……. Then please read on:
To be successful in our Accounting Manager/Client Associate III role, you will be a progressive, resilient leader who oversees multifaceted accounting engagements for a wide variety of clients while coaching and developing a small team of associates. The Accounting Manager/Client Associate III juggles several deadlines while ensuring that complex issues are resolved and that all client expectations are exceeded with a high degree of efficiency and effectiveness.
Keep Reading IF:
YOU ARE A NATURAL BORN LEADER. You believe in leading by example, maintaining a strong culture and motivating your team to perform at their best. You are a strong communicator who navigates relationships and inspires trust among multiple levels. You are the epicenter of several clients and everyone can look to you for leadership and direction.
YOU BUILD SOLID RELATIONSHIPS. You have a knack for building and maintaining both internal and external relationships. You foster trust with team members while strategically positioning yourself as a key partner for clients.
YOU ARE ALWAYS THREE STEPS AHEAD: You are organized, resourceful and you understand the importance of preparation and strategy. You anticipate client needs and you proactively find solutions before challenges arise. You view client engagements like chess (strategy and long-term moves) rather than checkers.
YOU ORGANIZE INFORMATION WELL AND HAVE A KEEN EYE FOR DETAIL. You work closely with your team to manage multiple clients with various timelines, processes, procedures and expectations. You have a proven systematic approach to organizing workloads without compromising quality and accuracy.
ESSENTIAL JOB FUNCTIONS MAY INCLUDE:
Within the first 30 days:

Has become familiar with team’s client portfolio and is aware of deliverables, timelines, accounts, processes, procedures and client communication styles
Has introduced him/herself to all clients (in person) in coordination with team members
Has begun reviewing financial statements, ensuring accuracy and presenting discrepancies to Client Relationship Manager
Has personally met with each team member to review clients and to discuss their role in TAG’s overall success

Within the first 60 days and ongoing:

Facilitates all team staff meetings and delegates tasks, based on workload
Ensures period closing by providing complete, accurate and timely closing
Maintains strong, continuous communication with clients

Within the first 90 days and going forward:

Manages client relationships by effectively developing strong relationships through communication, financial analysis, suggesting TAG services and informing client of any obstacles
Ensures period closings are accurate and on time
Coordinates advisor activities by providing information to CPA, bankers, attorneys, regarding taxed, legal issues and insurance

Within the first 6-12 months and going forward:

Develops Team Members by leading, coaching and training the Client Associate team through education, regular meetings, and performance evaluations
Works on tax packages with Client Associates
Continues to manage and engage client relationships by effectively developing strong relationships through communication, financial analysis, suggesting TAG services and informing client of any obstacles
Continues to review financial statements, ensuring accuracy and presenting discrepancies to Client Relationship Manager
Has contributed to bringing new ideas to the table that add value to the organization with process, quality, project management, etc.

Working at TAG:
All of our accounting consultants are hired as full-time, permanent employees of TAG. We offer a comprehensive benefits package that includes:

Competitive base salary
Incentive plan and quarterly bonuses
Health, dental and vision coverage
401(k)
Mileage reimbursement for off-site work

In addition to our expansive benefits package, TAG offers a flexible work schedule and recently rolled out a telecommuting policy! We understand that our most important part of our success depends on employees. There is an opportunity for growth at TAG with experienced mentoring, continuing education, personal development and camaraderie.
Job Type: Full-time

La Jolla, California

Newport Beach, CA