Accounting Manager

About Real Books CPA, PLLC

Real Books CPA PLLC is committed to being More Than an Accounting Firm. We are dedicated partners in the financial success of our client’s business and family.

About the Role

As an Accounting Manager at Real Books CPA, you will be responsible for managing a "pod" of clients. This includes ensuring all accounting and tax tasks are meticulously planned, prioritized, and completed on time with exceptional quality.

While most manager roles in accounting are focused on review and client communication, we assign each of our managers a Director of Client Success who will handle the call and email burden, allowing you to focus on the numbers!

Why Join Us?

We are transforming the accounting industry by bringing creativity and a proactive mindset to the forefront. Our dynamic approach not only drives better outcomes for our clients but also ensures that our team enjoys a balanced work-life, free from weekend and overtime demands.

What Your Day to Day Will Look Like

• Review work completed by Senior Accountants or Interns.
• Perform services such as tax planning & preparation, calculate estimated tax payments, resolve government notices, financial reporting (including bookkeeping and KPI tracking), run payroll and payroll management, update and create budgets and forecasts, and cash flow management.
• Correspond and meet with clients to discuss, explain, and advise on tax and accounting matters.
• Research tax issues that arise from planning or compliance work. Also, research new technology options to streamline accounting processes and clarity.
• Set client strategy (tax and financial) based on current research and a deep knowledge of the client’s situation.
• Prepare and lead client calls.
• Mentor Senior Accountants and Interns by providing constructive feedback.

What You Need to Succeed

• You have obtained your EA or CPA designation.
• You have at least 5 years of experience in an accounting firm.
• You can deliver spectacular customer service, you have great communication skills and you are able to explain difficult concepts.
• You are confident and are comfortable with being the decision-maker with regards to tax issues at the firm.
• You are exceptionally detail-oriented.
• You are tech-savvy.
• You are a problem solver.
• You are able to and like working in a fast-paced environment.
• You are able to meet tight deadlines.

Our Values

• Communication - We prioritize open communication to ensure clarity, accuracy, and trust.
• Integrity - Achieve great things WITH our clients, but never at the expense of doing what is right.
• Synergy - We take a collaborative approach to combine their vision with our expertise to achieve shared success.
• Humility - We recognize the importance of continuous learning, valuing the perspectives of others, and admitting mistakes in order to foster a culture of improvement and trust.
• Technology - We leverage our cutting-edge tools and innovations to empower our clients to navigate complex financial landscapes with confidence.

Our Recruitment Process

1. Application: Apply on LinkedIn!
2. Interview: If you are invited for an interview, it means that we are impressed with your application and consider you a potential match for the position. The interview will be a 30-60 minute conversation with our founder & CEO Matt Cervoni, and will be focused on the match between the position and your application. The interview stage should result in valuable insights both for us and yourself. We aim for it to be a transparent and comfortable conversation between the involved parties.
3. Offer and Onboarding: As soon as we have decided on a candidate to hire, the remaining candidates will be notified. You will receive an email from Gusto inviting you to our onboarding portal.

• Accounting

Full-time

Edit job description