Tax & Accounting ManagerLumen CPA, Inc.

Job Summary

We are searching for a Tax & Accounting Manager to take Lumen CPA to the next level in serving our growing family of clients. Are you tired of working long hours and want to have more influence in your firm? Do you have tax and accounting expertise? Do you enjoy creating new solutions, improving processes, and leading a team to deliver exceptional client service? If you answered "yes" to these questions, we can offer you the opportunity to do what you love, have a direct and immediate impact on clients, and be an instrumental part of building something new - without sacrificing your personal life.

Responsibilities
  • Prepare and review business, individual, and trust tax returns
  • Tax research, planning, and projections
  • Supervise and review the work of staff accountants and coordinate services and projects with firm owner and clients
  • Prepare, review, and analyze financial statements and perform compilation and review engagements
  • Oversee client accounting services (a rapidly growing area of our practice)
  • Consult with clients, identify needs, propose solutions, develop and implement service plans
  • Develop and improve internal processes for serving clients and ensuring timely completion of projects
Qualifications
  • CPA with 7+ years of experience in public accounting with focus on delivering tax and accounting services
  • Strong creative problem-solving skills and attention to detail
  • Excellent project management abilities
  • Proven experience in staff and client management
  • Enjoy creating new solutions, improving processes, and driving projects to completion
  • Excellent communicator who works well with clients, colleagues, and other professionals
  • Embrace continuous learning, new technologies, and new challenges
Requirements
  • Creative Problem Solving
  • Detail Oriented
  • Project Management
  • Certified Public Accountant (CPA)7+ years
  • Staff Management7+ years
  • Tax Planning & Compliance7+ years
  • client management7+ years
  • cloud-based accounting software7+ years
Nice to Have
  • UltraTax7+ years
  • RIA Checkpoint7+ years
  • QuickBooks Online7+ years
About Us

Lumen CPA, Inc. is a full-service accounting firm located in Brecksville, Ohio serving clients wherever they may be. We combine smart technology, smart people, and smart processes with shared knowledge to help clients achieve their goals.


Other Information
  • Experience in industry is not required but is a strong plus as we expand our client accounting services practice.
  • The ability to juggle many projects is important in this role.
  • We work with closely-held businesses and their owners serving as their most trusted advisors. While we provide high quality tax and accounting services, our clients most value our "hands-on" personal approach. The ideal candidate "gets" this and embraces it as the way to do business.


Compensation & Other Details
  • Generous paid time off
  • Retirement plan with 3% match
  • Company-paid health insurance
  • Hybrid work location - combination of in-office and remote
  • Flexible work schedule
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