Client Advisory Manager

1 week ago

Cleveland, Ohio, United States Meaden & Moore Full time
Job DescriptionJob DescriptionDescriptionOverview of Firm: Meaden & Moore is a leading CPA and business consulting firm that is a seven-time winner of The Plain Dealer's Top Workplaces, a six-time winner of Ohio Magazine's Best Places to Work, and awarded Inside Public Accounting's top 50 Best of Best Firms. All of these prestigious awards speak to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice. We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in today's global economy.

Position Summary: The Client Advisory Manager will lead our Client Accounting Services (CAS) group which will focus on monthly accounting and advisory services for businesses that are looking to outsource accounting functions. This person will be a problem-solver,and help provide data that will make our client's processes and bookkeeping more efficient. The right individual for this role will have an entrepreneurial mindset and will be someone who is looking to build out a practice within a mid-sized CPA firm by using technology, data, and other resources to advise our clients.
Key ResponsibilitiesEssential Duties and Responsibilities:
  • Prepares monthly and year-end workpapers.
  • Payroll preparation utilizing payroll software.
  • Reconciles various general ledger, bank, and credit card accounts.
  • Prepares or assists in the preparation of sales/use, CAT, corporate and individual taxes.
  • Works in a cloud-based accounting environment.
  • Assists with preparation of internal financial statements.
  • Complies with firm administrative policies.

Skills, Knowledge and ExpertiseEducation, Experience, and Other Qualifications:
  • High school graduate required. Associate Degree in Accounting preferred.
  • Experience managing teams
  • Certified Bookkeeper and/or Quickbooks Professional Advisor preferred but not required.
  • The ability to effectively communicate and interact with all levels in the organization.
  • Proficient knowledge and utilization of software programs including Microsoft Office (Excel, Word, Planner, Outlook) as well as Quickbooks Online, , Quickbooks Payroll, and accounting and tax-related software. Data analysis and data visualization software experience is a plus
  • Solid mathematical aptitude.
  • Strong organizational skills, detail-oriented.
  • Needs to be flexible when needed
  • Must be a self-starter, being able to work independently as well as on a team.
  • The ability to prioritize and meet set deadlines.
  • The ability to multi-task, handle interruptions and problem solve.
  • The ability to learn and utilize new software, or new features in existing software.
  • The ability to embrace change and suggest changes in processes and procedures to improve efficiency.


Benefits and Our Commitment to Diversity and Inclusion:Our Commitment to Diversity and Inclusion:Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Benefits/Compensation:Meaden & Moore provides a competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits program that includes your choice of medical programs, generous PTO, 401k, and various bonus opportunities.

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