Are you a seasoned Assurance professional with a passion for innovation and a track record of excellence in the world of audits and financial statements? If so, we invite you to join our dynamic team at Patrick & Raines. We have a friendly office, with opportunities for advancement, hybrid work after an initial waiting period, health insurance with employer contributions, and a 401k plan for long-term employees.
Position Overview:
We are seeking an accomplished professional for our Assurance department. The right candidate will not only excel in conducting Assurance engagements but also possess exceptional organizational skills to optimize workflows, standardize processes, and foster collaboration among our team. You will be the go-to expert for Assurance apps and tools, streamlining our offerings and providing valuable training. Your role extends beyond the office as you identify and onboard clients who can benefit from streamlined processes, making you a valuable resource both internally and for our clients.
Key Responsibilities:
Leadership: Manage and complete audits, reviews, compilations, and agreed-upon engagements, setting the highest standards for quality.Innovation: Develop and implement auditing procedures and programs to stay at the forefront of industry standards.Supervision: Oversee independent audits for various clients, including for-profit and non-profit organizations, 401(k) audits, and single audits in an electronic format.Compliance: Keep the team updated on industry standards and ensure compliance.Quality Control: Maintain the Quality Control Program and Peer Review Program.Collaboration: Provide workpapers and support to the tax department to facilitate the preparation of related tax returns.Training: Train and mentor employees within the auditing and accounting department.Cross-functional Collaboration: Collaborate with employees from other departments, such as tax, to optimize auditing procedures.Communication: Keep the Audit Partner informed of the status of all active engagements.Qualifications:
CPA License: A valid CPA license is required.Experience: Minimum of 5 years of recent financial statement audit experience at a public accounting firm.Client Focus: Experience working with privately held clients is preferred.Industry Knowledge: Strong industry experience in sectors like manufacturing, real estate, construction, franchisors, and not-for-profit.Standards: Proficiency in conducting "Single audits" and knowledge of GAAS is essential.Preferred Experience: Experience with 401(k) limited scope audits is a plus.Project Management: Ability to manage multiple projects effectively and delegate responsibilities.Tech-Savvy: Proficiency in applications such as QuickBooks, PPC Practice Aids, Workpapers CS (or similar electronic audit software), Excel, and Word.What We Offer:
A collaborative and forward-thinking work environment.Opportunities for professional growth and development.Competitive compensation and benefits package.Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals.Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals. Read LessThis individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.
Our Vision for this position
We envision our Client Accounting & Advisory Services (CAAS) manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the tax manager/partners, but also someone who can coordinate & manage write-up work, payroll processing & returns (we process most of our returns through ADP), sales tax returns, tangible returns, and preparation of non-attest financial statements (or other engagements in the absence of another Manager). This unique person would need to be super organized and begin documenting our workflows, standardizing our transmittal letters and processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things. He/she would also be responsible for being the "go-to" expert on the various apps available to streamline our CAAS offerings such as Xero, QBO, Bill.com, LedgerSync, Gusto, etc. This person will not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would be to “package” the conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm. Developing and supervising “Advisory” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function.
Duties & Responsibilities:
Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues.
Prepare and/or review financial statements for clients across multiple industry sectors.
Develop and streamline accounting and financial planning and analysis.
Provide suggestions and ideas for cost reduction and efficiency gains.
Maintain organized work papers and supporting documentation.
Affirm budgeted engagement hours and deadlines.
Schedule internal and external deadlines to meet client expectations for delivery.
Lead and supervise multiple client service teams on multiple engagements assuring timely billing, collections and support of operational processes.
Work closely with the Tax manager and Assurance manager to coordinate scheduling of Client Accounting & Advisory (CAAS) Team.
Identify and communicate accounting matters to senior managers and partners.
Lead by example to positively impact employee morale.
Inspire, train and mentor junior staff members to enable them to reach their maximum potential and provide constructive feedback as necessary.
Regularly look for opportunities, recommendations, and additional firm services that could benefit clients.
Represent the firm in community activities and professional associations.
Preparation of complex federal and state income taxes for individuals, businesses, real estate, and exempt organizations; review tax returns as assigned, especially those prepared by your team or mid to basic level returns prepared by the tax team.
Analyze notices and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities.
Assist Tax Manager by performing complex tax research.
Prepare tax planning estimates/projections.
Recommend tax saving strategies to clients and staff on engagements.
Manage the firm’s relationship with ADP (Retail & Wholesale)
Manage Payroll, Personal Property Tax, Sales Tax, & Accounting (& AJE) engagements
Education/Experience:
Bachelor's degree in accounting or finance.
CPA Certification preferred
4-6+ years prior experience in public accounting experience preferred
Significant supervisory experience (2 years plus).
Experience preparing individual, business, real estate and exempt organization tax returns.
Tax (federal and state) research skills.
Strong accounting foundation and analytical skills.
Strong computer skills: proficiency in Tax software, Excel, Word.
Excellent interpersonal, oral and written communication skills.
Detail oriented & ability to multi-task.
Interpersonal Skills:
Exhibits time management and organization skills.
Coordinates recruitment, orientation and training of tax related staff.
Develops entrepreneurial approach to client service and good working relationships with client personnel.
Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.
Maintains contact with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.
Develops means of communication to clients and persons responsible for maintaining relationship with clients.
Accepts volunteer positions in community organizations.
Continues to develop industry expertise.
Serves as a role model for other staff in reflecting firm values, procedures and service model.
Understands firm ethics and demonstrates them consistently.
Develops a broad general knowledge of economic, political, and business conditions.
Maintains an attitude of “Life Long Learning”.
Performs such other duties as may be assigned.
Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals.Company DescriptionPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. For more than three decades, we’ve been privileged to provide CPA services to clients in a wide range of industries, including nonprofits, healthcare & medical, manufacturing & distribution, transportation & logistics, hospitality & restaurants, construction and individuals. Read Less