Accounting Manager, Client Advisory Services

📋 Description

• The **Accounting Manager, Client Advisory Services** serves as the main point of contact for clients, fostering relationships, leading meetings, and offering guidance and feedback to junior staff, while ensuring top-tier service and support for clients. This position utilizes accounting theories and principles to tackle complex business issues and enhance financial processes, guaranteeing precise financial reporting and compliance.

• **Job Duties**

• Implement accounting theories, principles, and systems design to solve intricate business problems and improve financial processes.

• Examine accounts and investigate discrepancies.

• Oversee the accounts receivable and accounts payable processes.

• Ensure timely invoicing, collections, accurate bill payment processing, and reconciliation activities.

• Create work plans, project timelines, and identify key milestones.

• Review journal entries to ensure accurate financial reporting and adherence to regulatory requirements.

• Analyze account balances and financial statements.

• Investigate issues raised by staff and work towards resolutions.

• Ensure proper documentation for all accounts.

• Manage regulatory obligations and internal reporting deadlines.

• Take part in quality assurance initiatives.

• Review work performed by self and others prior to submission, including balance sheet reconciliations, P&L classifications, and state and local tax filings for accuracy and compliance.

• Communicate regularly and effectively with client contacts.

• Provide general accounting insights and recommendations to clients.

• Ensure the team meets delivery goals through effective process management and inter-departmental communication.

• Identify client concerns and deficiencies, assisting in recommending solutions.

• Act as the main client contact.

• Cultivate client relationships and engage other team members to leverage diverse perspectives and provide comprehensive solutions.

• Actively listen to clients, respond promptly, and effectively address their needs.

• Facilitate client meetings and engage junior team members in these discussions.

• Manage client workload and projects from start to finish, creating work plans, project timelines, and key milestones.

• Efficiently handle multiple projects, coordinating resources, tracking progress, and ensuring deadlines are met while providing the highest level of service and support to clients.

• Prepare, communicate, and monitor budgets for client engagements.

• Serve as a mentor to junior team members.

• Share knowledge, insights, and best practices with others through training, coaching, or mentoring.

• Provide timely feedback to team members.

• Highlight team members' performance strengths and weaknesses, focusing on behaviors and results.

• Facilitate regular meetings with direct reports and assist in establishing their performance objectives.

• Supervise a team for day-to-day scheduling, training, and procedural management.

• Offer guidance and support to team members in developing skills and overcoming challenges.

• Delegate tasks effectively to staff based on their qualifications, capabilities, and interests.

• Manage staff workload to ensure optimal resource utilization and maintain a healthy balance for team members.

• Act as a technical resource to assist project teams, troubleshoot issues, and provide guidance.

• Identify issues and develop solutions, consulting with leadership when necessary.

• Communicate potential additional service offerings to clients.

• Foster established networks to drive full-cycle business development.

• Participate in the development and implementation of client solutions.

• Complete and document research calls promptly.

• Other tasks as assigned.

⛳️ Requirements

• Knowledge of market and industry trends.

• Previous business experience and the ability to apply that experience across various client situations.

• Proficiency in MS Word, Excel, PowerPoint, Outlook, QuickBooks, QuickBooks Online, and other relevant software.

• Familiarity with using a CRM system.

• Ability to inspire and lead staff.

• Strong attention to detail.

• Capability to meet tight deadlines and handle unexpected and sometimes urgent firm or client issues as they arise.

• Project management and time management proficiency.

• Commitment to client satisfaction.

• **Education:**

• Bachelor’s degree in accounting.

• Master’s degree preferred.

• **Experience:**

• Minimum of 5-7 years of relevant experience.

• Experience in team and project management is required.

• **Licenses/Certifications:**

• QuickBooks Online Pro Advisor Certification.

• CPA License.

🏝️ Benefits

• **Rea** provides a wide array of benefits to 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 of PTO.

• Twelve (12) paid holidays, including three (3) floating holidays.

*Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.*