Lucida is a full-service accounting firm offering an array of business services with 5 locations and 90 employees. We are a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. We specialize in assisting closely held companies including healthcare, real estate, construction, manufacturing, artists, service companies, securities and more. Our mission is to provide superior customer experience, helping clients navigate tax complexities in both their business and personal lives. We aim to offer a collaborative environment to spur innovative tax concepts and strategies.
The Accounting Manager will oversee the preparation and maintenance of the financial records to track the organization's assets, liabilities, profit and loss, tax liabilities, and other related financial activities for clients.
Supervisory Responsibilities:
Manages the accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.
Recruits and hires accounting and financial staff and conducts performance evaluations.
Coordinates training programs for new staff and identifies training needs for current staff.
Duties/Responsibilities:
Establishes internal controls and guidelines for accounting transactions and budget preparation.
Oversees preparation of business activity reports, financial forecasts, and annual budgets.
Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.
Presents recommendations to management on short- and long-term financial objectives and policies.
Ensures compliance with local, state, and federal government requirements.
Performs other related duties as necessary or assigned.
Required Skills/Abilities:
Excellent management and supervisory skills.
Excellent written and verbal communication skills.
Excellent organizational and time management skills.
QuickBooks certified required.
Proficient in Microsoft Office Suite or similar software.
Knowledge of payroll rules and processing.
Education and Experience:
Bachelor’s degree in Accounting or Business Administration required.
Eight years or more of related experience required.
Certified Public Accountant or Enrolled Agent preferred.
Previous leadership experience.
