Accounting Team Leader

2 weeks ago


Brookfield, Wisconsin, United States SVA Inc Full time

SVA Inc. is seeking a skilled Supervisor or Manager to enhance our expanding Small Business Accounting division. This role is pivotal in supporting our diverse clientele, particularly in the Healthcare sector, which includes medical, dental, and veterinary practices. This position offers a unique opportunity to cultivate your expertise across various industries while engaging in continuous professional development and mentoring. You will work alongside a talented team of professionals, fostering your career in a well-respected firm recognized as a Great Place to Work.


Key Responsibilities:

Client Engagement (60-70%):
  • Oversee engagements from inception to completion, ensuring adherence to budgetary constraints.
  • Supervise the creation of all deliverables for clients.
  • Maintain ongoing communication with clients throughout the year to gain a comprehensive understanding of their operations.
  • Serve as the primary contact for onboarding new clients.
  • Uphold confidentiality of client information in compliance with relevant laws and organizational policies.
  • Execute all responsibilities efficiently, typically requiring 55-60 hours per week during peak periods and 40-45 hours during off-peak times.
  • Perform additional duties as assigned.

Leadership and Supervision (20-30%):
  • Delegate tasks to team members based on their skills and expertise.
  • Conduct performance evaluations and provide constructive feedback.
  • Facilitate training sessions for staff, offering guidance and support.
  • Actively engage in staff development and retention strategies.
  • Participate in recruitment processes.
  • Transfer client relationships to junior staff as appropriate to ensure quality service delivery.
  • Recognize and reward staff contributions meaningfully.
  • Communicate firm strategies and updates to the team.

Professional Development (10%):
  • Collaborate with a mentor to outline your career trajectory.
  • Engage in SVA and community initiatives, as well as professional organizations.
  • Participate in industry associations to enhance professional knowledge.
  • Utilize both internal and external training resources.
  • Mentor junior accounting staff.
  • Expand service offerings for current clients.
  • Develop and deliver training sessions, including writing articles for publication.
  • Meet client retention and cross-selling objectives.

Qualifications:

Education: Bachelor's degree in Accounting or a related field is required.

Experience: A minimum of 3-6 years in public accounting is required.

Professional Certification: CPA, EA, or equivalent certification is mandatory.

SVA Inc. is committed to fostering a workplace that encourages growth and development, ensuring a fulfilling career path for all employees.

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