Accounting Services, Senior Manager

Company Overview

MAK Talent is representing a forward-thinking firm dedicated to excellence in delivering accounting and advisory services. We are committed to helping our clients achieve their financial goals with strategic planning and optimized profitability.

Job Description

• Develop and manage practice budget, anticipate and communicate budget issues, and identify opportunities to improve engagement profitability.
• Assist with billing and manage the CAAS personnel, including oversight of the hiring process, ensuring the team is properly trained, and annual performance evaluations are completed timely.
• Utilize technology to streamline processes and recommend areas for increased client efficiency and reduction in operating costs.
• Develop and maintain technical knowledge of GAAP and tax regulations as it pertains to accounting services.
• Provide clients with a well-developed strategic plan to execute their financial goals.
• Participate in business development and identify opportunities to cross-sell value-added services to clients.
• Meet with prospective clients, prepare proposals, and follow up on referrals to determine the need for CAAS services.
• Establish the practice’s objectives, revenue, client and staff projections.
• Timely completes billing and monitors KPI’s for the practice.
• Acts as a Career Coach to staff, provides verbal and written performance feedback, and aids with goal setting.
• Oversee client service assignments and monitor completion of work deliverables.

Requirements

• Bachelor’s in Accounting or Business Administration required.
• Certified Public Accountant (CPA) license or Certified Management Accountant (CMA) designation preferred.
• 7+ years of hands-on accounting experience with a large local, regional or national public accounting firm preferred.
• Prior supervisory experience required.
• Strong knowledge in accounting principles and practices and a growing knowledge of firm products and services within CAAS.
• Able to anticipate problems/barriers and help develop plans to address them.
• Deliver legendary service by making each interaction with our audit clients stand out.
• Establish personal and networking relationships with clients, prospects, and referral sources through active involvement in industry, civic, and social clubs.
• Share knowledge with others to facilitate skill development and career advancement.
• Build and lead a team effectively to cultivate an environment of trust, respect, and fairness.
• Great project management, analytical, interpersonal, oral and written communication skills.
• Thorough knowledge and understanding of tools, systems and processes and their practical applications.
• Solid technical knowledge in accounting and business management software; e.g., QuickBooks, QuickBooks Online (Enterprise, Premier, etc), and Financial Cents are strongly preferred.
• Experience with Xero, Sage, Intacct and Bill.com would be ideal.

Preferred Skills

• Proficiency in accounting software such as QuickBooks, QuickBooks Online, Financial Cents, Xero, Sage, Intacct, and Bill.com.
• Skilled in functionality and compliance of accounting software utilized by clients.