Job Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Oversee and provide exceptional service to clients including accounting and advisory services
- Manage production of monthly, quarterly, and financial reports and benchmarking
- Provide recommendations for business and process improvements
- Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
- Coach, train, and mentor staff on client service, tax, and accounting matters
- Oversight and management of current client engagement team
- Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Requirements
- Bachelor's Degree in Accounting required
- CPA and/or MBA preferred
- Public Accounting experience a plus
- Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
- Experience supporting not for profit clients is required
- Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
- Excellent understanding of Generally Accepted Accounting Principles (GAAP)
- Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
- Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus