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Job Description
The Manager serves as the client’s first point of contact, helping them solve complex business issues from strategy to execution. They work with clients and Associates and have the ability to manage existing and new client business development to achieve firm revenue goals.
The Manager provides exceptional client service as a trusted business advisor.
The Manager provides exceptional client service as a trusted business advisor.
Success Factors
Responsibilities
- Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries
- Develop and maintain on-going client relationships
- Review necessary work papers, financial statements and tax returns
- Onsite client work as deemed necessary
- Answer client calls and emails in a timely manner and with a solution-oriented approach
- Participate in proposal process, prospective client meetings and budget development
- Identify out of scope work to be discussed internally and with client as deemed necessary
- Understand and explain relationship of financial statement outcome to tax implications to client and Associates
- Read prior year financial statements, tax returns and client website and actively seek out information to gain an understanding of client business and industry
- Proactively inform engagement team of work status and request information from client as needed
- Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities
- Develop strong project management and client relationship skills with a good understanding of complex accounting and tax situations
- Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise
- Identify and introduce other firm services based on client needs and discovered opportunities
- Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts
- Leader within a community, business or professional organization and develop relationship to produce new business and grow the firm’s client base
- Keep up to date with local and national business and economic issues
- Responsible for engagement management personal, team and client margins to outlined firm expectations
- Understand dynamics of the client relationship and history to improve current engagement efficiencies
- Participate in continuous learning activities and active research to improve and develop own and others’ technical expertise; apply learned concepts
- Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
People Management/Relationships
- Take initiative to be a team leader (proactively seek opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust within the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
- Excellent organization skills and strong attention to detail
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- Bachelor’s degree in Accounting
- CPA certification required
- 5+ years’ experience in preparation of tax returns and financial statements preferred
- Previous consulting experience within a leadership role preferred
- Proven experience in existing and new business development
- Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus
- Self-motivated and willingness to enhance accounting and advisory knowledge
- Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to more entry-level team members
- Demonstrated ability to lead a team of entry-level Associates and participate in their professional development
Essential Functions
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned.
Salary Range:
$100,000 - $120,000