Job Description

Accounting & Tax Manager

PREVAIL is a rapidly growing organization that provides accounting, tax and payroll services across the United States that exclusively serve small to mid-sized businesses. We have an obsession about working with these clients in the marketplace and providing them with a great experience! Today, we operate under different brand names in the market, and in Rhode Island, you will know us as Chamberland Business Accounting. We have grown through acquisitions and now have an internal sales team growing our business even more! Our approach is different than a traditional accounting firm in that we cater to small businesses and provide an affordable monthly service package that bundles accounting, tax and payroll together.

Our Accounting & Tax Managers (ATMs) are critical to our business and this role will support our Rhode Island location and the clients in that area. As a key member of the team, you will be instrumental in helping us deliver excellent service to our clients by working with them on a monthly basis to review and produce their financial statements for them to make sound business decisions, as well as partnership on their tax planning, projections and preparation. This role requires the ability to be a dedicated accounting & tax professional to work with our small business clients each month in developing and delivering their P&L statement(s), balance sheet(s) and cash flow statement(s), as well as preparing their annual tax returns, all with a commitment to an elevated client experience. In return, we will give you a fun place with good people to work with!

What Will You Do? Our newest team member will be responsible for the below, but not limited to:

\xc2\xa7 Work with a great group of client accounts to review and produce monthly statements of financial position, statements of revenue and expense, and other reports to summarize and interpret current and projected company financial position for small business owners.

\xc2\xa7 Provide explanation and analysis of financial statements to clients; support clients in reviewing comparative financial information from month to month.

\xc2\xa7 Prepare and review tax filings (S-Corp, LLC, 1040) for the small business owners\xe2\x80\x99 corporate and individual needs.

\xc2\xa7 Facilitate client meetings for both accounting and tax consultation; support clients with ongoing tax planning & projections.

\xc2\xa7 Develop long-standing relationships with clients through a high level of client service interactions.

\xc2\xa7 Plan, supervise and review client engagement/tax project work.

\xc2\xa7 Identify opportunities within client base to expand services; partner with Sales team to share upsell opportunities for presenting new solutions that result in client growth & satisfaction.

\xc2\xa7 Resolution of client issues as needed.

\xc2\xa7 Partner with internal team members to support any financial planning for clients.

Where Will You Work? Our Accounting & Tax Manager role:

\xc2\xa7 Is located in North Smithfield, Rhode Island at our office on Great Road.

What Do You Bring to Us? Our key attributes for consideration include:

\xc2\xa7 Bachelor\xe2\x80\x99s degree; in Accounting or related field is great!

\xc2\xa7 Minimum 3 years\xe2\x80\x99 experience producing financial statements within current accounting compliance practices.

\xc2\xa7 Experience in corporate tax returns for S-Corps, LLCs and Partnerships; ability to complete business owners\xe2\x80\x99 personal returns is important too!

\xc2\xa7 Previous experience working with multiple clients at once; small business accounting experience is highly preferred and will be prioritized.

\xc2\xa7 Experience directly interacting with clients on their financials/books through a variety of communication channels. Previous experience presenting, explaining, and discussing financial reports with clients.

\xc2\xa7 Deep knowledge and expertise of balance sheet accounts, income statement accounts and accounting concepts.

\xc2\xa7 Exemplary business communication skills

\xc2\xa7 Ability to multitask, prioritize and handle conflicting demands; exceptional in organizing own work.

\xc2\xa7 Strong attention-to-detail with a focus on always delivering quality while meeting deadlines.

\xc2\xa7 Solid knowledge of all Microsoft applications with emphasis on word-processing, high-level Excel skills, Power Point and Outlook

\xc2\xa7 QuickBooks experience required.

\xc2\xa7 US Work Authorization is required.

What Can We Offer? As we continue to grow, we want our employees to be heard & valued and we will provide you with:

\xc2\xa7 An attractive salary + bonus based on experience and matched skills. The salary for this role will start at $105,000 and will commensurate with experience and skills.

\xc2\xa7 Employee paid monthly premiums (this is a rare benefit in the marketplace!) for medical, dental and vision.

\xc2\xa7 A generous paid vacation and sick offering plus time off for volunteering and other needs; equaling more than 5 weeks during the year.

\xc2\xa7 12 paid holidays.

\xc2\xa7 10 weeks of paid parental leave after 1 year of service.

\xc2\xa7 401k with matching.

\xc2\xa7 Fun, company-sponsored office activities/celebrations.

\xc2\xa7 Career & growth opportunities for interested team members!

Our staff are our number one asset and your contributions are invaluable for our clients. We are committed to empowering our employees through professional development and a strong work-life balance. We enjoy seeing our employees succeed and we are building out our internal growth opportunities for you to make a career with us.

Additional Information:

PREVAIL is a rapidly growing organization that owns accounting, tax and payroll firms across the United States that exclusively serves small to mid-sized businesses. PREVAIL operates under the brand names of The Accounting Office, Chamberland Business Accounting, The Ellis Group and 180 Accounting. Our approach is different than a traditional firm in that we cater to small businesses and provide an affordable monthly service package that bundles accounting, tax and payroll together. We have a history of steady growth and are backed by institutional investors with decades of experience in scaling successful business services companies. Our solid foundation of investors and leadership team are focused on high growth with our current locations and client base, through a strong, dedicated revenue generation team, as well as a pipeline of future accounting firm acquisitions.

Our websites can be found at:

and

PREVAIL Companies