Senior Manager for Client Accounting
2 days ago
Senior Manager for Client Accounting & Advisory Services
About the JobWe 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
- 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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