The
Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance.
Job Duties- Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes
- Review accounts and research discrepancies
- Provide oversight of the accounts receivable and accounts payable process
- Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity
- Develop work plans, project timelines, and key milestones
- Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements
- Review account balances and financial statements
- Research issues identified by staff and works toward resolution
- Ensure proper workpaper documentation for all accounts
- Managing regulatory requirements and internal reporting deadlines
- Participate in quality assurance initiatives
- Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance
- Communicating frequently and effectively with client contacts
- Provide general accounting feedback and recommendations to clients
- Ensure delivery goals are met by the team through process management and inter-departmental communication
- Identify client issues and deficiencies and assist with recommending solutions
- Act as the primary client contact
- Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions
- Actively listen to clients, provide timely responses and address client needs effectively
- Facilitate client meetings and involve junior team members in these
- Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones
- Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support
- Prepare, communicate and monitor budgets on client engagements
- Act as a coach to junior team members
- Share knowledge, insights, and best practices with others through training, coaching, or mentoring
- Provide timely feedback to team members
- Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes
- Facilitate frequent meetings with direct reports and assists with setting their performance goals
- Supervise a team for day-to-day management of scheduling, training and procedure
- Provide guidance and direction to team members to develop skills and overcome challenges
- Delegate work effectively to staff based on their qualifications, capabilities, and interests
- Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members
- Act as a technical resource to support project teams, troubleshoot issues, and provide guidance
- Recognize issues and develop resolutions and consults with leadership if necessary
- Communicate potential additional service offerings to clients
- Nurture established networks in establishing full-cycle business development
- Participate in the development and implementation of solutions to clients
- Complete and document research calls in a timely fashion
- Other duties as assigned
Requirements- Knowledge of the market and industry trends
- Prior business experience and ability to apply that experience to a wide range of client situations
- Technology skills in MS Word, Excel, PowerPoint, and Outlook, QuickBooks, QuickBooks Online, and other software
- Familiarity using a CRM
- Ability to motivate and lead staff Strong attention to detail
- Ability to meet tight deadlines and manage unexpected and sometimes urgent firm or client matters as they arise
- Project management and time management skills
- Unrelenting commitment to client satisfaction
Education: - Bachelor's degree in accounting
- Master's degree preferred
Experience: - Minimum of 7-10 years of experience or relevant experience
- Team and project management experience required
Licenses/Certifications: - QuickBooks Online Pro Advisor Certification
- CPA License
BenefitsRea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k with 3% contribution)
- Life Insurance (Basic, Voluntary & AD&D)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Wellness Resources
- Four (4) weeks PTO
- Twelve (12) paid holidays, of which three (3) are floating holidays
