- Oversee multiple client engagements; planning executing directing and completing engagements in a wide variety of industries; and managing to budget with management support -
- Manage day-to-day responsibilities of engagements to ensure high-quality services are delivered
- Prepare or review financial statements notes schedules and management letters
- Direct and perform research and support for projects with limited supervision
- Assist manager in preparing budgets and commit to those budget and timelines adopted by the team
- Develop and maintain excellent client relationships through superior customer service. Serve as a client contact on related matters
- Recognize and resolve or elevate potential or existing problems with appropriate research and consulting as necessary
- Consulting working with and servicing client base to make recommendations on business and process improvements. Serve as a business advisor to clients
- Assist in the development and execution of departments various training programs
- Set and monitor staff scheduling and workloads
- Encourage the continuous technical and soft-skill development of staff by providing timely feedback on engagements
- Participate in recruitment events
Key Success Factors:
- Ability to motivate develop train and engage staff and intern level team members
- Ability to apply principles of logical thinking to define problems collect data establish facts and draw valid conclusions
- Ability to review evaluate and provide feedback of the work of others
- Detail oriented and improvement focused
- Flexibility to change direction frequently
- Actions support the Culture of Helpfulness and Continuous Improvement Core Values
- Participate in the firms training programs recruiting functions and marketing activities
- Ability to adjust schedule based on peak workload times in the department
Required Experience:
- Tech-savvy: Strong Excel and MS Suite skills; able to quickly learn new software programs
- CPA or CPA track with 3 years of progressive CPA firm experience
- BS in Accounting MSA or MBA preferred
Oversee multiple client engagements; planning executing directing and completing engagements in a wide variety of industries; and managing to budget with management support - Manage day-to-day responsibilities of engagements to ensure high-quality services are delivered Prepare or review financ...
- Oversee multiple client engagements; planning executing directing and completing engagements in a wide variety of industries; and managing to budget with management support -
- Manage day-to-day responsibilities of engagements to ensure high-quality services are delivered
- Prepare or review financial statements notes schedules and management letters
- Direct and perform research and support for projects with limited supervision
- Assist manager in preparing budgets and commit to those budget and timelines adopted by the team
- Develop and maintain excellent client relationships through superior customer service. Serve as a client contact on related matters
- Recognize and resolve or elevate potential or existing problems with appropriate research and consulting as necessary
- Consulting working with and servicing client base to make recommendations on business and process improvements. Serve as a business advisor to clients
- Assist in the development and execution of departments various training programs
- Set and monitor staff scheduling and workloads
- Encourage the continuous technical and soft-skill development of staff by providing timely feedback on engagements
- Participate in recruitment events
Key Success Factors:
- Ability to motivate develop train and engage staff and intern level team members
- Ability to apply principles of logical thinking to define problems collect data establish facts and draw valid conclusions
- Ability to review evaluate and provide feedback of the work of others
- Detail oriented and improvement focused
- Flexibility to change direction frequently
- Actions support the Culture of Helpfulness and Continuous Improvement Core Values
- Participate in the firms training programs recruiting functions and marketing activities
- Ability to adjust schedule based on peak workload times in the department
Required Experience:
- Tech-savvy: Strong Excel and MS Suite skills; able to quickly learn new software programs
- CPA or CPA track with 3 years of progressive CPA firm experience
- BS in Accounting MSA or MBA preferred
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