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% Client Work- Execute engagements from start to finish by coordinating all phases, including: planning, field work, review process & communication to client.
- Follow the progress of the work during an engagement in relation to budgeted time expenses and scheduled dates of completion. Determine whether all phases of the engagement are carried out properly and in the best sequence, to anticipate the problem areas and questions that will arise.
- 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.
- Evaluate internal controls prepared by the staff.
- Keep the In-Charge informed of important developments in the work. Communicate any major problems that occur with all the facts, their conclusions and recommendations.
- Prepare monthly billings.
- 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
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.
- Identify need for staff recruitment, 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.
- Identify poor/low performers. Have difficult/direct conversations to manage those individuals up/out with a focus on retaining qualified and quality staff members.
- Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
- Ensure career pathways "heatmaps" of direct reports are accurate and reflective of the work performed. Have documented, yet evolving, career plans in place for each direct report.
- 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.
- Research complex topics. Propose findings in analytical, concise manner, including recommendation.
- 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.
- Continue to refine project management skills.
- Serve as a mentor to multiple members of the accounting staff.
- Expand services for existing clients.
- Develop business consulting acumen.
- Develop and present internal and external training, including writing articles for publication.
- Lead moderate to complex internal projects.
- Network with COI's.
- 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 5 years' experience in public accounting required.
Professional Certification: CPA, EA, or equivalent certification required.
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.
