What are the responsibilities and job description for the Manager, Client Services position at Aprio?
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60 languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Restaurant, Franchise & Hospitality Managed Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Manager - Client Services to join their dynamic team.
Managers will have the ability to prepare and/or review most firm tasks/projects. They should have the necessary skills to manage the totality of the client and the team that works on the client. A Manager should be the “quarterback” on many clients. They will field all client issues, ensure quality of work at Aprio, and maintain client relationships (point person).
A manager should be working on becoming a Team Leader. The Team Leader is responsible for managing the team, conducting performance reviews, training team members, ensuring work is timely completed and properly resourced, and managing workloads resourcing where necessary.
Position Responsibilities:
- Review monthly work for more complex clients
- Perform budget and profitability assessments
- Work independently as a lead on medium level clients, receive assistance to gain knowledge on more complex clients
- Review tax and business returns
- Prepare more complex tax returns and assist with tax planning
- Train and develop Supervisors
- Manage workloads and timelines
- Onboard new clients
- Prepare and review consulting level task/projects
- Handle more complex work assignments
- Ensure quality of work and client service
- Work on firm projects that increase productivity, revenue, and overall firm success
- Start to prepare presentations for clients, building network for revenue growth, and start to find their area of expertise
- Assist with client billing
Qualifications:
- 5-7 Years’ relevant experience; Experience in the Hospitality industry highly preferred
- Bachelor’s degree in accounting, business, economics, finance, or related field
- CPA candidate or CPA license preferred
- Prior tax return or financial statement preparation and review experience
- Consulting experience preferred
- Team and task management experience preferred
- Strong attention to detail
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, etc.
- Possess strong Leadership skills
- Demonstrate excellent analytical and problem solving skills
- Ability to work on many task/projects
- Ability to be flexible
- Ability to think critically
- Possess strong Interpersonal skills
- Experience supervising a team
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9 holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
