Lindquist, von Husen & Joyce LLP

Accounting Manager

• Provide excellent accounting, advisory, and customer service to our clients
• Monthly closing: Account reconciliation, Bank reconciliation, Budget and actual variance analysis, Balance Sheet account analysis, Preparation of recurring journal entries and adjusting entries, Preparation of internal financial reports, Preparation of government agency reports, Preparation of year-end audit schedules
• Transaction processing: Accounts payables, Cash receipts processing, Payroll processing, Preparation of intercompany bank transfers, Preparation and monitoring of development draw packages, Review of audited financial statements
• Manage client relationship for multiple clients that we handle the accounting tasks for, and occasionally meet (over the phone, in person and via Zoom) to answer questions and present financial statements as needed
• Recommendation of process improvements and internal controls

Client Accounting and Advisory Lead

• overall management, leadership and supervision of staff (entry-level, senior, and supervisor-level individuals) on various tax engagements
• managing the significant responsibility of reviewing complex tax returns prepared by team members while following a structured timeline of due dates and deadlines
• developing and guiding staff by providing formal and informal performance feedback
• serving as a mentor to less experienced staff
• proactively building, managing, and communicating effectively with clients to provide superior client service
• handling client consultations on planning opportunities and changes in tax law
• managing the risk and financial performance of engagements, and ensuring the quality and managing the workflow of various work

Client Accounting and Advisory Lead

Senior Tax Manager