Office manager

Come Join the Smith Schafer Team!

Smith Schafer is looking for a talented, proactive, and dedicated professional who will assist with internal client needs and help contribute to the success of our firm. We are currently looking for an experience Office Manager.

Rochester Office Manager Job Summary

This position is responsible for overseeing all administrative office functions and supports and delivers requests or assignments from staff in all departments. Responsibilities include, but not limited to, organizing, and sending out tax returns, reviewing documents for accuracy and managing office supplies and equipment. This position will supervise administrative staff and coordinate workflow and deadlines. A person in this role will need to understand and effectively use the various software applications when completing assignments.

Key Responsibilities:

  • Supervises the work of administrative staff and coordinates workflow and staffing assignments.
  • Maintains equipment, office premises and office supplies inventory.
  • Provides administrative support to all departments.
  • Handles sensitive and confidential information with discretion.
  • Participates in interviewing potential administrative candidates.
  • Creates training documents and provides training to administrative staff.
  • Participates in the evaluation process of administrative staff.
  • Makes recommendations for hiring, disciplinary, termination and commendatory actions on administrative staff for final approval by the Office Managing Principal and the Director of Operations.
  • Keeps all office equipment in good working order. Evaluates needs for purchasing new office equipment and submits proposal.
  • Oversees office maintenance ensuring office area is neat and clean.
  • Orders office furniture as directed.
  • Maintains key storage for office.
  • Oversees internal file and storage room maintenance including purging of files according to schedule.
  • Organizes weekly management meeting including preparation of agenda, minutes, and meeting packet.
  • Oversees client billing process and assists with ensuring WIP is billed timely.
  • Assists with collection efforts.
  • Oversees and assists with assembly and scanning processes.
  • Applies client payments to A/R accounts in the time and expense system.
  • Requirements

Qualifications Required

  • Three or more years of administrative experience.
  • MS Office Suite skills and other specialized software, including ability to learn and utilize QuickBooks.
  • Excellent written and verbal skills.
  • Has an attention to detail, ability to follow directions and procedures, as well as ability to work in a fast-paced time-sensitive environment with frequent interruptions.
  • Ability to apply independent thought process and work on special projects.
  • Ability to prioritize workflow.
  • Experience with office machines including but not limited to facsimile, high speed copier/printer/scanner, printer, scanner, multi-line phone and 10-key.

Preferred Qualifications:

  • Associate degree in Business Administration or similar area.
  • 3 or more years of experience in managing an administrative office environment.
  • Prior experience leading or supervising others.
  • Prior experience working in a professional services firm or CPA.

BENEFITS TO THE Office Manager

Smith Schafer is an established, growing, full-service CPA firm that provides the highest level of professional accounting services to our clients. This is an excellent opportunity to work in a smaller environment with the industry experience and knowledge of a large firm. Competitive salary and benefits package based on education and experience including 401k match.

Smith Schafer has consistently earned a spot on the Star Tribune’s Minnesota Top Workplace list and it is our goal to continue to hire the most talented individuals who will make a positive impact on our clients and contribute to the success of our firm.

We offer competitive compensation, opportunities for professional development, flexible schedule options to allow for a work/life balance, and much more. Click to learn more about our benefits.

Please submit a cover letter/resume to [email protected] or complete an online application.

Audit Accountant

Rochester Audit Accountant

job description

This Audit Accountant is responsible for learning processes and systems, assisting with planning and facilitating engagements and working as part of a team to carry out tasks under close supervision. A person in this role will continue to learn, understand, and effectively use current accounting software applications when assisting with attest engagements. This person is expected to grow and develop to a point that he/she can execute/demonstrate solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures. 

Key Responsibilities:

  • Learns the planning process and assists in planning and facilitating multiple assignments.
  • Assists with facilitating engagements to meet budget and client expectations.
  • Provides exceptional service to clients by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
  • Builds and strengthens co-worker and client relationships through effective communication and an understanding of relevant audit and accounting standards and advises on concerns and relevant industry pronouncements.
  • Learns and develops a good understanding of client businesses.
  • Executes solid understanding of accounting and auditing principles, ensures quality control standards are met, and applies technology implementation procedures.
  • Prepares work papers, reports, financial statement drafts and letters of recommendations in accordance to firm and professional standards.
  • Identifies and communicates audit issues, technical matters and improvement opportunities to senior accountants, supervisors/managers, or principals to resolve client issues discovered during the audit process.
  • Demonstrates technical skills, general industry knowledge and becomes familiar with the firm’s services.
  • Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct.
  • Handles sensitive and confidential information with discretion.
  • Develops and maintains excellent working relationships with client’s staff to increase customer satisfaction and to strengthen client relationships.
  • Learns the firm’s financial model and ensures profitable delivery of engagements.

Required Qualifications:

  • One year of similar accounting/auditing experience or administrative support experience in a financial or CPA organization. 
  • Strong technical, analytical and organizational skills.
  • Proficient in Excel and Word.
  • Excellent verbal and written communication skills.
  • High level of organization, focus, exceptional attention to detail.
  • Is able to travel locally to clients.

Preferred Qualifications:

  • Associates or BA/BS degree in Accounting or related field
  • Previous work experience in accounting/audit in a CPA firm.
  • Experience with ProSystems Engagement software, CCH Knowledge Coach, and QuickBooks.
  • Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable and reliable.

Physical Requirements:

  • Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly

BENEFITS TO THE ACCOUNTANT

Smith Schafer is an established, growing, full-service CPA firm that provides the highest level of professional accounting services to our clients. This is an excellent opportunity to work in a smaller environment with the industry experience and knowledge of a large firm. Competitive salary and benefits package based on education and experience including 401k match.

Smith Schafer has consistently earned a spot on the Star Tribune’s Minnesota Top Workplace list and it is our goal to continue to hire the most talented individuals who will make a positive impact on our clients and contribute to the success of our firm.

We offer competitive compensation, opportunities for professional development, flexible schedule options to allow for a work/life balance, and much more. Click to learn more about our benefits.

Please submit a cover letter/resume to [email protected] or complete an online application.

Senior Audit Accountant

Rochester Senior Audit Accountant

Job Summary:

The Senior Auditor is responsible for organizing and managing client assignments and projects.  Assist with planning and facilitating audit engagements and effectively using the Firm’s accounting software applications when completing audit engagements.  This position will learn to facilitate and apply technical skills, learning processes and systems.  This person is expected to execute a solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments.  Works efficiently and is flexible to changing work schedules and hours, and regularly exercises independent judgment and discretion about accounting matters of significance.

Key Responsibilities:

  • Plans, leads and facilitates engagements for audits to meet budget and client expectations.
  • Contributes to development of new business opportunities by participating in strategic business development initiatives, attending networking and professional development events, and leading educational programs.
  • Evaluates clients’ internal controls and determines the extent of testing required in an audit.
  • Provides exceptional service to clients by providing individual attention, responsiveness and commitment to understanding their goals and needs.
  • Executes solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments.
  • Has direct contact with clients, serves clients in a high impact manner, and is very knowledgeable in his/her major area of specialization. 
  • Identifies and communicates audit issues, technical matters and improvement opportunities to senior accountants, managers or principals to resolve client issues discovered during the audit process.
  • Demonstrates technical skills, general industry knowledge and knowledge of the firm’s capabilities.
  • Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct.
  • Develops and maintains excellent working relationships with client’s staff to increase customer satisfaction and to strengthen client relationships.
  • Prepares and reviews compilation, review, and audit engagements.
  • Prepares internal memorandums, written correspondences and guidance, and other documents for clients and Smith Schafer personnel.
  • Reviews and prepares client work papers, reports, financial statement drafts and letters of recommendations.  Prepares more complex papers and high risk areas.
  • Learns and understands the firm’s financial model and ensure profitable delivery of engagements.

Required Qualifications:

  • Two or more years of accounting/audit experience.
  • Proficient in Excel and Word.
  • Strong technical, analytical and organizational skills.
  • Excellent verbal and written communication skills.
  • High level of organization, focus, exceptional attention to detail.

Preferred Qualifications:

  • BA/BS in Accounting/Finance or related field.
  • 3 or more years of similar work experience in a Public Accounting firm.
  • Experience with ProSystems engagement software, SMART Practice Aids, and Quickbooks.
  • Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable and reliable.
  • CPA exam passed or on track to complete.

Physical Requirements:

  • Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

BENEFITS TO THE Accountant:

Smith Schafer is an established, growing, full-service CPA firm that provides the highest level of professional accounting services to our clients. This is an excellent opportunity to work in a smaller environment with the industry experience and knowledge of a large firm.

Smith Schafer has consistently earned a spot on the Star Tribune’s Minnesota Top Workplace list and it is our goal to continue to hire the most talented individuals who will make a positive impact on our clients and contribute to the success of our firm.

We offer competitive compensation, opportunities for professional development, flexible schedule options to allow for a work/life balance, and much more. Click to learn more about our benefits.

Please submit a cover letter/resume to [email protected] or complete an online application.

Senior Tax Accountant

Rochester Senior Tax Accountant

Flexible Work Schedule!

Sign-on Bonus!

Senior Tax Accountant Job Description

Smith Schafer & Associates is currently seeking a dedicated and goal oriented Senior Tax Accountant to take charge in preparing individual and business returns.  A Senior Accountant prepares and reviews complex tax returns and provides coaching and training for entry level accountants and interns. This role will work closely with managers and principals in assisting our clients with tax planning, preparing financial statements, and researching technical tax issues. This person will have the opportunity to organize and manage client assignments and projects, prioritize workflows, and manage multiple deadlines. The person in this role will continue to learn, understand, and effectively use current tax and accounting software applications.

Key Responsibilities of Senior Tax Accountant:

  • Prepares and leads preparation of individual and business tax returns.
  • Completes initial review and prepares complex tax returns.
  • Provides leadership and training for staff and entry level accountants and seasonal interns.
  • Assists with tax planning and lead specific assigned projects.
  • Prepare/reviews compiled financial statements.
  • Works in team environment with principals, managers and staff.
  • Understands and effectively uses current tax and accounting software applications when completing engagements.
  • Handles sensitive and confidential information with discretion.
  • Researches technical tax issues.
  • Engages in learning about the Firm’s business development efforts. 
  • Represents the Firm at assigned business and community functions.
  • Participates in professional, charitable, and/or civic organizations.

Required Qualifications:

  • Associates degree  in Accounting/Finance or related field
  • 2 years of experience in tax planning, preparation, and tax related projects.
  • Strong technical, analytical, and organizational skills.
  • Excellent verbal and written communication skills.
  • High level of organization, focus, exceptional attention to detail.

Preferred Qualifications:

  • BA/BS degree in Accounting/Finance or related field.
  • 3 years of experience in tax planning, preparation, and tax related projects.
  • Experience with ProSystems Tax Preparation software, QuickBooks, and CCH Engagement.
  • Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable, and reliable.
  • CPA exam passed or on track to complete.

Physical Requirements:

  • Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

Benefits to the Senior Tax Accountant

Smith Schafer is an established, growing, full-service CPA firm that provides the highest level of professional accounting services to our clients. This is an excellent opportunity to work in a smaller environment with the industry experience and knowledge of a large firm. Competitive salary and benefits package based on education and experience including 401k match.

Smith Schafer has consistently earned a spot on the Star Tribune’s Minnesota Top Workplace list and it is our goal to continue to hire the most talented individuals who will make a positive impact on our clients and contribute to the success of our firm.

We offer competitive compensation, opportunities for professional development, flexible schedule options to allow for a work/life balance, and much more. Click to learn more about our benefits.

Please submit a cover letter/resume to [email protected] or complete an online application.

Smith Schafer is an Equal Opportunity Employer.

Tax Manager

Rochester Tax Manager

Tax Manager Job Description

Sign-on Bonus!

Flexible Work Schedule!

 Smith Schafer is currently seeking an experienced Tax Manager to join our team. This individual will have the opportunity to lead and manage multiple tax engagements and staff deliverables by preparing complex individual and business tax returns, reviewing financial statements and tax planning projections besides researching complex technical tax issues. Our managers hire, train, and manage accountants and provide input on important operational decisions.  Besides delivering high quality service to our clients, our managers help lead the firm in meeting the Tax Department’s goals and initiatives. They will grow in their career by building client relationships, managing client projects and supporting business development efforts. 

Key Responsibilities:

  • Assists with business development efforts by meeting with prospective clients, preparing quotes and proposals, and evaluating client needs.
  • Develops, builds, and manages prospective and existing client relationships.
  • Be involved in professional and community activities and participate in firm-wide marketing initiatives and efforts.
  • Communicates effectively with existing clients, colleagues, management, and IRS representatives regarding a variety of tax matters.
  • Provides and supports employee training for new hires and existing staff, which includes reviewing and evaluating their work and providing leadership and training for senior and staff accountants and seasonal interns.
  • Reviews individual and business tax returns and assists with tax planning.
  • Needs to review and understand the various financial documents and statements from clients.
  • Prepares client billings in a timely manner and follows-up with clients regarding unpaid invoices.
  • Handles sensitive and confidential information with discretion.
  • Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
  • Works effectively in a team environment with principals, managers, and staff.

Required Qualifications:

  • Associate degree in Accounting/Finance or related field.
  • 4 years of similar tax and accounting experience in a CPA firm.
  • Strong technical, analytical, and organizational skills.
  • Proficient in Excel and Word.
  • Excellent verbal and written communication skills.
  • High level of prioritization and exceptional attention to detail.

Preferred Qualifications:

  • BA/BS in Accounting/Finance or related field.
  • 5 plus years of similar tax and accounting experience in a CPA firm.
  • Experience with ProSystems Tax Preparation software and QuickBooks.
  • CPA exam passed and license is active or actively working toward passing CPA exam.
  • Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable, and reliable.

Physical Requirements:

  • Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

BENEFITS TO THE Tax Manager

Smith Schafer is an established, growing, full-service CPA firm that provides the highest level of professional accounting services to our clients. This is an excellent opportunity to work in a smaller environment with the industry experience and knowledge of a large firm. Competitive salary and benefits package based on education and experience including 401k match.

Smith Schafer has consistently earned a spot on the Star Tribune’s Minnesota Top Workplace list and it is our goal to continue to hire the most talented individuals who will make a positive impact on our clients and contribute to the success of our firm.

We offer competitive compensation, opportunities for professional development, flexible schedule options to allow for a work/life balance, and much more. Click to learn more about our benefits.

Please submit a cover letter/resume to [email protected] or complete an online application.

Smith Schafer is an Equal Opportunity Employer.