Managers oversee client accounts which includes being responsible for client communications and ensuring that the engagement is executed by team members in accordance with its scope.
Additionally, Managers are responsible for delegating duties to Senior Accountants, Staff and Interns. They review their work and providing them with the necessary supervision and training. Managers also perform business development functions and are involved with prospective client proposals.
Responsibilities- Oversee engagement teams on multiple engagements to ensure work is performed in adherence to engagement scope. This can include but is not limited to:
- Maintaining bank, vendor and payroll records for the client
- Preparing month or period end packages under either the accruals (US GAAP or IFRS) or cash basis accounting
- Assisting clients with the preparation and/or maintenance of budgets, forecasts or projections
- Building, preparing or analyzing dashboards or KPI metrics for the client
- Ensure all client timelines are met and clear communications exist between the client and engagement team
- Interact with clients on a frequent basis (i.e., daily, weekly or monthly), as needed under the scope of each engagement or delegates to senior or staff
- Ensure all team members adhere to engagement budgets; minimize and analyze any overruns
- Invoices clients at least monthly and follows up on any aged accounts receivable balances
- Performs team training and business development activities. This can include traveling to other firm locations or networking events.
Qualifications/Requirements- Minimum of 7-10 years' experience in the accounting field, with recent time spent as an account manager or equivalent in either an industry finance position, or public accounting
- Proven thorough understanding of double entry accounting. Demonstrated performance of accounting tasks (both processing and transactions and maintenance of accounting records)
- Demonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes.
- Bachelor's degree or equivalent, ideally in accounting or a related field
- Demonstrated ability to communicate (i.e., read, write, speak) with business level fluency in English
- Ability to travel to client or other firm office locations, as necessary
- Strong computer skills including proficiency in excel. Knowledge of at least one accounting software program, such as QuickBooks online
- Self-starter; proven ability to identify issues and recommend solutions. Ability to work well within a team as well as independently when required
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 40 hours per week
Preferred qualifications- Knowledge of and/or experience with additional accounting software programs which can include, but not limited to; Xero, Intacct, NetSuite, Bill.com or Concur
- Bi-lingual in Spanish or second language an advantage
- Possesses a specialized accounting knowledge in either a particular industry or accounting area
- Holds a current and valid CPA license, or equivalent
$145,000 - $165,000 a year
