Overview: In this role, you will be an integral part of our clients' businesses. This is a highly visible and impactful role, both internally to SVA and externally to clients.
60-70% Client Work- Execute engagements from start to finish by coordinating all phases of an engagement while ensuring budget allocations are achieved.
- Perform a variety of tax-related duties to support our clients' compliance and planning needs.
- Supervise the preparation of all work products to be provided to the client.
- Maintain continuous contact with clients throughout the business year and develop a thorough understanding of the client and all facets of their business.
- Act as main contact for new client onboarding.
- Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
- Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55+ hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
- All other duties as assigned
20-30% Supervision and Leadership- Assign work to staff members on the basis of their knowledge and capabilities.
- Prepare and discuss staff performance evaluations.
- Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
- Effectively lead others, and be actively involved with staff development, take ownership of staff engagement and retention. Conduct stay interviews and work with leadership to resolve any themes.
- Actively participate in interview panels.
- As appropriate, transfer the client relationship to junior staff to ensure the right work is being performed at each level.
- Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
- Align with the firm strategy and communicate developments to staff. Explain the "why."
10% Professional, Personal and Business Development- Work with mentor to continue to develop career path.
- Participate and/or lead in SVA and community events, professional, civic or charitable organizations
- Actively participate in a business and/or industry association.
- Utilize internal and external learning opportunities.
- Serve as a mentor to multiple members of the accounting staff.
- Expand services for existing clients.
- Develop and present internal and external training, including writing articles for publication.
- Achieve client retention targets.
- Achieve new and existing cross selling and upselling goals.
Qualifications: Education: Bachelor's degree in Accounting or related field required.
Experience: Minimum of 6 years' experience in public accounting required.
Professional Certification: CPA, EA, or equivalent certification preferred.
Apply Today!Begin a long-term relationship with a company where motivation drives advancement. We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career!
Role is based in Wisconsin.
