Director

Job Summary No Boundaries Advisors, LLC is a fast growing accounting firm looking for a leader who is hard working and analytical, but prefers a work life balance. At NB, we possess a “work smart , play hard” environment. This position requires an individual that isn’t afraid to work the extra hours when necessary, but understands the value of family and fun along with a hard days work. In addition, the individual should be looking to advance their accounting career into a leadership role that is more rewarding for the individual and more valuable to the team. If you are an individual who possess these characteristics, we would love to hear from you.

Responsibilities and Duties

  • Lead a team of accountants at all levels (Manager to Junior) in project and task fulfillment.
  • Coordinate with Partners and Sales Executives to meet client/project deadlines and quality standards.
  • Be able to set processes, mentor, and (when needed) contribute effectively in the below capacities.
  • Preparation and review of tax returns, including personal, corporate, fiduciary, and partnerships
  • Preparation and review of adjusting journal entries for the purpose of business performance analysis and conversion from book to tax basis.
  • Preparation and review of tax projections and periodic review of year end tax planning strategies.
  • Communication of tax projections and planning strategies to clients.
  • Training and development of clients accounting personnel in use of accounting policies and procedures.
  • Periodic recording of fixed assets utilizing proper asset classification and depreciation. Knowledge of GAAP and tax basis.
  • Perform tax research projects and provide recommendations to partners and staff
  • Ability to maintain positive client relationships
  • Perform as a resource in designated areas for tax questions.
  • Perform formal training sessions for team members
  • Periodic review of internal processes for tax preparation and tax planning strategies for the purposes of quality control and efficiency.
  • Preparation and review of compilation and reviewed financial statements, inclusive of accompanying footnotes.
  • Review of client revenue and expense trends and the communication of adverse trends results to customers, along with recommendations for improvement.
  • Preparation and review of adjusting journal entries for the purpose of business performance analysis.
  • Periodic review of standard ratios for business financial performance and development of recommendations to client.
  • Periodic compilation of business cycle forecasting and communication of information to the client. Inclusive of reviewing predictions related to the impact on company operations.
  • Creation and maintenance of all policies and procedures related to clients fixed assets and proper recording of transactions.
  • Training and development of clients accounting personnel in use of accounting policies and procedures.
  • Periodic recording of fixed assets utilizing proper asset classification and depreciation. Knowledge of GAAP and tax basis.
  • Perform GAAP research projects and provide recommendations to management and staff
  • Communicate results of records review and adjustments to client
  • Perform as a resource in designated areas for accounting and GAAP questions.
  • Perform formal training sessions for staff related to GAAP policy.
  • Periodic review of internal processes for financial record keeping and analysis (Managerial Accounting/GAAP) for the purposes of quality control and efficiency.

Qualifications and Skills

  • Demonstrated capabilities in making solid business decisions, thinking analytically, problem-solving, and multi-tasking in a highly dynamic business environment
  • 10 years and recent experience in accounting and tax within a CPA firm
  • Recent experience as a senior manager, director, or partner in a mid-sized CPA firm preferred.
  • Extensive experience in recognizing, scheduling, and recording common prepaid and accrued expenses. Particularly for businesses in construction and manufacturing.
  • Extensive experience with GAAP and ability to maintain substantial fixed asset schedules.
  • Strong knowledge in percentage of completion accounting.
  • Extensive experience in basis reconciliations, 263A costs and M-3 reconciliations. .
  • Extensive experience with multi-state entities.
  • Ability to supervise a team of accountants at all levels (Manager to Junior).
  • Proven ability to set priorities and work independently with little or no supervision
  • Exceptional interpersonal, verbal and written communication skills
  • Experience supervising and developing staff
  • Must hold Certified Public Accountant License

Benefits

  • Vision, Medical, Paid Time Off, Flexible Schedule, 401K

Job Type:

  • Full-time

Salary:

  • $125,000.00 to $225,000.00 /year

Please send resumes to Careers@nbcpa.us