Open Positions:
Accounting & Tax Manager
Job Description
Our Firm is Growing and We’re Looking for an Accounting & Tax Manager
Our clients are landscapers, roofers, web designers, doctors - busy small business owners who we appreciate dearly. Appletree provides a monthly subscription for bookkeeping, business taxes, and personal taxes where we serve clients year round. Appletree is ranked in the top 10% of accounting firms nationwide on Clutch.
The Job Is...
- Serving small business clients year round
- Surrounded by staff accountant & great admin teams
- Production incentives to decide how much you want to work & make
- Work life balance, even during tax season
- Proven systems & software
- Collaborative team
- Continuous learning & improvement
- Building client relationships & talking to small business owners
The Job Is Not...
- Overtime & overworked
- Extreme tax season crunch
- Putting up with jerks or ungrateful clients
- Punching the clock
- Sink or swim without training
- Working by yourself
- Having to sell clients or be a rainmaker
- Old school practice with no systems
Responsibilities
- Review monthly financial statements
- Build client relationships and communicate with monthly calls/emails
- Supervise bookkeepers in monthly production
- Prepare business and individual tax returns - 1065, 1120, 1120S, 1040
- Provide tax planning and do tax estimates
- Assist with new client onboarding - review prior return, update chart of accounts
Qualifications
- +1 year experience with Quickbooks online
- +2 years experience preparing tax returns
- Comfortable working with small business owners and building relationships
- Evidence of supervisory ability
- Accounting or Finance degree
- Enjoys numbers and is technologically savvy with computers
- Enrolled Agent or CPA helpful, but not required
Compensation & Benefits
- First year compensation $80-120k, second year $110-160k
- Salary plus incentive pay
- Health insurance stipend
- Retirement Match with Simple IRA
- Paid Time Off
- Flexible schedule
We require a 3 minute video interview submission if you're invited to the next round.
Let’s Help Eliminate Your Stress
If you choose Appletree Business Services for your bookkeeping, payroll or tax needs, you’ll find that good things begin to happen in your business. Your common financial challenges will become simple with a clear map to create your ideal situation. More than that, we’ll identify your “typical” stresses and help make them go away.