Client Accounting
2 weeks ago
Client Accounting & Advisory Services (CAAS) Manager
W3Global Inc is a dynamic CPA firm seeking a full-time Client Accounting & Advisory Services (CAAS) Manager with over 10 years of experience. This role is pivotal as we expand our services and enhance our operational capabilities.
The successful candidate will work closely with the firm's leadership to cultivate this essential service area. We are looking for an individual with a strong background in accounting, a commitment to client satisfaction, and the leadership qualities necessary to foster growth and innovation.
As the leader of the CAAS team, your responsibilities will encompass strategic planning, managing client relationships, guiding the team, and driving business development initiatives. You will be tasked with building, overseeing, and enhancing the accounting and advisory services we provide to our clients. It will be your duty to ensure the team operates effectively and profitably while delivering outstanding client service.
If you are a motivated accounting professional with a dedication to client service and a passion for leading a growing practice, this leadership position is an excellent opportunity for you. Help us in providing exceptional CAAS services and contributing to the success of our firm.
Key Responsibilities:
- Manage the daily operations of the Client Accounting & Advisory Services practice.
- Develop and execute strategies to enhance efficiency and profitability.
- Monitor performance metrics and oversee practice financials.
- Establish and maintain robust relationships with clients.
- Ensure clients receive top-notch accounting and financial services.
- Identify opportunities to broaden services for existing clients.
- Lead, mentor, and supervise a team of accounting professionals.
- Provide training and development opportunities for team members.
- Encourage a collaborative and positive workplace culture.
- Identify and pursue new business opportunities.
- Prepare proposals and presentations for potential clients.
- Work with the marketing team to boost practice visibility.
- Ensure compliance with accounting standards, regulations, and firm policies.
- Maintain high-quality standards in all client deliverables.
Preferred Qualifications:
- Bachelor's degree in accounting, finance, or a related field required; Master's degree preferred.
- 10+ years of experience in accounting or financial services, including leadership roles; experience in CAAS preferred.
- Strong understanding of accounting principles and financial reporting standards.
- Proven experience in managing teams and leading accounting practices.
- Excellent client relationship management skills.
- Strong business development and sales capabilities.
- Exceptional communication and interpersonal skills.
- Proficient in accounting software and technology.
- CPA certification preferred.
- Experience with process improvement and change management preferred.
- Familiarity with QuickBooks Online and other cloud-based accounting solutions preferred.
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