Advisory Manager

Maher Duessel

$85K — $100K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate or graduate degree in accounting or sufficient coursework for CPA licensure
  • Minimum 5 years of accounting experience, preferably in public accounting
  • Experience in government and non-profit sectors preferred
  • CPA preferred; other relevant certifications (e.g., CGFM, CFE, CITP) encouraged
  • At least 1 year as an Advisory Supervisor
  • High degree of technical knowledge
  • Strong communication and networking skills
  • Strong time-management skills
  • Dedication to teamwork, leadership, and client service
  • Ability to supervise, train, and develop people effectively

Responsibilities

  • Develop people by encouraging independent thinking and accountability
  • Delegate work effectively across all staff levels
  • Provide feedback, training, and evaluations for staff and supervisors
  • Foster teamwork and lead by example
  • Supervise multiple advisory engagements, managing team resources
  • Leverage technology for service enhancement and efficiency
  • Identify trends in government and non-profit sectors
  • Maintain effective relationships with engagement teams
  • Present client deliverables and financial statements to leadership
  • Engage in business development to acquire and retain clients

Benefits

  • Minimal out of town travel
  • Great work-life balance including a hybrid work schedule
  • Competitive compensation package
  • Opportunity to work with well-known clients
Full Job Description
We are currently seeking Advisory Managers to join our firm. Advisory Managers have exhibited technical proficiency and the ability to supervise and complete advisory engagements, while serving as intermediaries between partners, clients, and engagement teams.

Successful candidates will enjoy minimal out of town travel and a great work-life balance, including a hybrid work schedule. Maher Duessel offers quality experience working with well known clients, as well as a competitive compensation and benefits package.

Qualifications:
  • An undergraduate or graduate degree in accounting, and/or an undergraduate or graduate degree with sufficient coursework to qualify to become licensed as a CPA
  • Minimum of 5 years of accounting experience, preferably in public accounting
  • Government and non-profit experience preferred
  • CPA preferred, other relevant certifications (e.g., CGFM, CFE, CITP) encouraged
  • Must have spent at least 1 year as an Advisory Supervisor
  • Demonstrated a high degree of technical knowledge
  • Exhibited a strong emphasis on communication and networking
  • Demonstrated strong time-management skills
  • A strong dedication to teamwork, leadership, and client service
  • Proven ability to effectively supervise, train, and develop people
  • Integrity within the professional environment
  • Ability to adapt to work schedule and job requirements, including some travel and hours beyond the standard workday as needed
  • Reliable transportation

Responsibilities:
  • Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team
  • Successfully delegate work to all levels of staff
  • Provide performance feedback and training, and complete performance evaluations for staff, senior and supervisor levels
  • Foster teamwork and lead by example
  • Supervise several low-to-moderate complexity advisory engagements at one time, managing time and resources of all staff assigned to the related engagements
  • Use technology to continually learn, enhance service delivery, and improve efficiency
  • Identify and communicate trends and developments relevant to the government and non-profit industries
  • Demonstrate a deep understanding of the government and non-profit industries
  • Maintain cooperative relationships with other engagement teams
  • Understand Maher Duessel and its service lines and actively assess/present ways to apply knowledge and services
  • Develop long-term relationships and networks both internally and externally
  • Participate in performing advisory projects related to complex and/or specialized issues
  • Collaborate to plan engagement objectives and strategies that appropriately address client needs
  • Schedule personnel and identify opportunities to improve efficiencies
  • Develop and maintain strong working relationships with client management throughout the year
  • Review and evaluate advisory work, financial statements, and other reports, ensuring compliance with professional standards and firm policy
  • Understand the scope of the engagement and provide input on client retention and fee structure
  • Monitor engagement progress to ensure scope of engagement has not been exceeded and that additional services are identified and billed as necessary
  • Control the billing of engagement fees by developing and adhering to a billing plan
  • Participate in the presentation of client financial statements, engagement results and deliverables to the client's leadership, boards, and committees
  • Actively participate in the firm's business development efforts
  • Positively represent the firm at business and community functions and maintain current, acquire new, and expand existing client relationships
  • Represent the firm through involvement in professional, recruiting, charitable, and/or civic events and organizations
  • Promote the firm's reputation through participation and presentation at conferences and seminars
  • Actively work towards passing the CPA exam and/or obtaining other relevant professional certifications (e.g., CGFM, CFE, CITP) as appropriate

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