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This role puts you in a client-facing accounting position, serving as the go-to contact for a client portfolio while reviewing tax returns, financial statements, and overseeing staff accountant work.\nResponsibilities:\nServe as the primary point of contact for a designated portfolio of clients, ensuring their needs are met with exceptional service.\nConduct regular meetings to review financial statements and create customized tax projections tailored to each client’s unique circumstances.\nReview and explain business and personal tax returns with clients, providing insights and guidance.\nIndependently prepare error-free financial statements and accounting reports for client use.\nManage relationships with staff accountants, fostering a collaborative team environment.\nReview the work of staff accountants for accuracy, providing training and guidance on necessary corrections.\nFile sales tax returns for applicable clients.\nAnalyze and resolve issues effectively, identifying problems and outlining actionable next steps.\nEffectively manage workflow and schedule to ensure punctual client meetings and deliverables.\nQualifications:\nBachelor’s Degree in Accounting or Finance.\nMinimum of 5 years of experience in public accounting, preferably within a CPA firm.\nAbility to manage multiple clients across varied industries simultaneously.\nPrior experience working in a remote environment is preferred.\nSelf-starter who is effective with minimal direction.\nStrong communication and presentation skills, with the ability to clearly explain complex financial information.\nProficient in QuickBooks Desktop and QuickBooks Online; 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