The Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.
Core Responsibilities: - Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances.
- Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations.
- Begin to write basic technical accounting memos.
- Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances.
- Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete
- Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director.
- Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level.
- Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.
- Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
- Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
- Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
- Support Firm initiatives and development opportunities.
- Work to build relationships and promote collaboration in a hybrid environment.
Required Skills/Abilities: - Strong working knowledge of the Generally Accepted Accounting Principles.
- Being a strong champion for and thrives in an environment of changing priorities.
- Interpersonal skills to interact in a team environment and foster client relationships.
- Above average written and verbal communication skills.
- Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
- Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
- Proficient in Microsoft Office Suite with an emphasis on Excel skills.
Education and Experience: - Bachelor's degree in Accounting or equivalent required.
- Close to obtaining CPA Certification.
- 7+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.
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