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About the role
Key responsibilities & impact- Serve as the client’s trusted advisor and identify client issues, conflicts, and solution options
- Manage staff on engagement deliverables, including financial statements, tax returns, and work papers
- Complete technical and strategic reviews to ensure quality control standards, on-time delivery, and budget compliance
- Handle client responsibilities using knowledge of trends, industries, and alternatives
- Understand client organizations, procedures, and internal policies
- Develop new clients with upper management through meetings, presentations, proposals, and cross-serving
- Manage and retain multiple client relationships, engagements, and special projects
- Develop overall engagement budgets
- Meet charge hour goals
- Manage billing and realization for assigned clients and explain variances
- Supervise, train, and mentor staff
- Foster a positive team culture and support management decisions
- Participate in practice development activities that generate new business and cross-serving opportunities
- Perform additional responsibilities as assigned
Requirements
What you’ll need- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
Benefits
Comp & perks- Opportunities to grow personally and professionally throughout your career
- Employer of choice environment with team member appreciation and recognition for contributions