Senior Manager for Client Accounting

2 days ago


Fresno, California, United States Jobot Full time
Job Title

Senior Manager for Client Accounting & Advisory Services

About the Job

We are seeking a highly motivated and experienced Senior Manager to join our Client Accounting & Advisory Services team. As a key member of our team, you will be responsible for managing our client portfolio, overseeing the client onboarding process, and developing and managing the division budget.

Responsibilities
  • Manage the client onboarding process to ensure a smooth transition and excellent customer experience
  • Oversee the division's overall client portfolio, ensuring the highest level of service and satisfaction
  • Develop and manage the division budget, anticipating and communicating budget issues as they arise
  • Identify opportunities to improve engagement profitability and assist with billings
  • Assign client services to staff and monitor the status of work deliverables (WIP tracking)
  • Review staff deliverables for accuracy and completeness
  • Follow up on all referred opportunities and meet with prospective clients to develop estimates for potential accounting and consulting services
  • Participate in hiring processes for division staff
  • Supervise staff, including coaching, advising, and supporting team members in meeting client and professional development expectations
  • Conduct periodic discussions with all staff and manage their professional development
  • Participate in firm marketing efforts at levels in line with the position
  • Develop and maintain technical knowledge of GAA and tax regulations as they pertain to accounting services
  • Master the functionality and compliance of accounting software utilized by clients
  • Share and transfer knowledge with team members and develop a network of resources within the firm to facilitate the sharing of information
  • Attend continuing professional education to further develop knowledge and skills
Requirements
  • Minimum of 3+ years of experience in a similar role in the finance industry
  • Proven ability to manage client portfolios and develop budgets
  • Strong understanding of GAA and tax regulations as they pertain to accounting services
  • Proficiency in accounting software
  • Excellent communication and leadership skills
  • Strong problem-solving abilities and attention to detail
  • Proven ability to coach and support team members
  • Demonstrated commitment to professional development
  • Bachelor's degree in finance, accounting, or a related field is required
  • CPA or equivalent certification is strongly preferred


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