We are seeking Full-Time or Part-Time Client Controllers
Hodges & Hergenrader, LLP (H&H) is different from the typical accounting firms you may be used to working with. At H&H it is our mission to provide small to medium-sized business clients with outstanding and proactive advisory, accounting, and tax services so they can manage their businesses more effectively. We serve our clients from the Capital to the Coast with offices located in Raleigh and Wilmington, NC.
Our Vision:
We want every client who comes into contact with our team to feel cared for and important. Our vision starts by delivering financials monthly or quarterly along with advice to manage the client’s business more effectively and hopefully guide them to a more profitable business. Our goal is to work closely with our clients to be able to deliver tax returns timely and with ease. Since the work has been done throughout the year already, clients are informed and prepared for their tax situation because we can guide them with effective information.
Our primary client base is small, closely held businesses and their owners along with high net worth individuals who are eager to have another team member who can give strategic advice that can propel them forward. We are a trusted advisor for our clients.
Primary Duties:
This is a unique opportunity for an experienced manager or senior accountant to enter our firm as a trusted client partner while working alongside our Client Service Managers. You will be the primary contact for tax and financial advice.
- Understand and assist clients with growth strategies
- Preparation and review of business and business owner’s income tax returns
- Preparation and review of client’s monthly and/or quarterly financial statements
- Proactively provide recommendations to clients based on knowledge gained relative to review of client’s operations to facilitate business improvements and processes
- Prepare tax projections and provide proactive tax advisory services
- Work with team members to build relationships and provide superior client service
- Develop a trusted advisor relationship with assigned clients
Summary of Requirements:
- Bachelor’s degree in accounting or a related program
- 5 or more years in a public accounting or consulting firm
- Strong technology skills using Quickbooks® Online and Microsoft Office 365 (Outlook, Word, and Excel at a minimum)
- Computer proficiency in Creative Solutions Accounting products including UltraTax and Fixed Assets, Quickbooks®, and Checkpoint/RIA research software is a plus
- Team leader who enjoys working with a team and mentoring staff
- Excellent oral and written communication skills
- Must have the ability to multi-task and work alone with minimal supervision
- Experience in a paperless environment is preferred
- Excellent organizational and communication skills
Flexibility:
Hodges & Hergenrader, LLP team members can enjoy remote, hybrid, or in-office work environments. We offer the ability to work part-time or full-time.
Compensation:
Our compensation plans are based on experience. Our benefits include retirement with a company match, health insurance available, paid time off, and remote, hybrid, or in-office work environments are available.
To Apply:
Please submit a cover letter, resume and salary requirements to careers@handhadvisors.com.