About this role
This position serves as the primary contact to HCJ client; supervises completion of projects; schedules, trains, oversees and reviews work of staff and senior accountants.
Responsibilities of a Manager
- Possess Expert-level expertise in all areas of CAS.
- Understand client needs and objectives and be innovated in achieving them.
- Review work of staff.
- Manage client communications and schedules with staff.
- Plan and monitor various types of CAS projects in various industries and complexity levels.
- Plan, organize and use time effectively among team.
- Recruiting
- Ability to coach and mentor talented people.
- Oversee delegation and completion of projects to seniors, staff, and interns.
- Builds positive relationships with clients by determining and meeting their needs and providing quality, timely service
- Seek to grow the firm through personal strategic plan and developing new lines of business and acquiring new clients.
- Develop and monitor quality control procedures.
Additional duties a Manager may perform:
- Serves as a key role in the departments administration.
- Perform quarterly evaluations on staff and senior accountants.
- Perform tasks necessary to satisfy client by performing above and beyond the call of duty if necessary.
- Communicate issues and solutions to clients, ad initiate meetings with clients.
- Active and leadership roles in professional, social, and civic organizations.
- Performing billing on specific clients.
- Keep current in technical matters and communicate developments to staff and clients.
- Assists in recruiting process as needed.
Qualifications
Other knowledge, skills, and abilities
- Understands and maintains the confidentiality of all firm and client information.
- Maintains a high degree of professionalism and integrity
- Maintains professional ethics of firm, AICPA, and ARCPA
- Strong organizational and time management skills
- Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail.
Education:
- Bachelor of accounting degree
- Consideration towards becoming a Certified Public Accountant
Experience:
- 5 years of public accounting with progression of increased responsibilities
Software:
- Advance proficiency in Microsoft Office Suite (Word, Excel)
- Accounting CS, Thomson Reuters, Checkpoint, Engagement, Adobe, QuickBooks
Innovation
- Anticipate and solve problems with original and tailored solutions
- Forward thinking and big picture focused
Ownership
- Self-driven and strives to get the job done in a timely manner without passing the buck
- Total responsibility of knowledge on technical matters
- Provide quality work
Teamwork
- Think of others, humble, loyal and puts the firm first
- Collaborate within the teams
- Develop relationships with peers and attend firm events
Communication
- Effectively exchange meaningful information and ideas on a timely basis with tact and open minds by listening first and asking questions second
- Communicate effectively and professionally
- Keep immediate supervisor informed