Supervisor/Manager Client Accounting/Advisory Services

About Our Client

Our client is a well-regarded accounting firm offering a comprehensive range of financial and advisory services. They are recognized for cultivating a collaborative and innovative environment that promotes career growth while delivering exceptional service to clients across various industries.

Job Description

As a Supervisor or Manager in the Client Accounting / Advisory Services (CAS) Department, you will play a key role in delivering exceptional financial services while managing a growing team. Your primary responsibilities include :

• Review and Guidance : Review staff work in areas such as outsourced accounting, payroll, sales tax, and advisory services, providing feedback and guidance to enhance skills and support professional growth.
• Business Development : Contribute to business development by identifying opportunities for new services, participating in client proposals, and helping to expand the client base.
• Initiatives : Support the execution of departmental and firm initiatives by aligning team goals with strategic priorities, fostering a culture of innovation, and driving continuous improvement.
• Client Engagements : Build and maintain strong relationships with clients, managing larger team projects from planning through execution.
• Client Onboarding : Oversee the onboarding process for new clients or services, ensuring smooth transitions and high-quality service delivery.
• Advisory Services : Provide advanced advisory services, including forecasting, KPI dashboards, and cost accounting.
• Client Work : Deliver outsourced accounting, payroll, sales tax, and controller services to more complex clients.
• Tax Notices : Manage payroll and sales tax notices, ensuring timely and accurate responses.
• Research : Conduct thorough research on payroll and sales tax issues to resolve complex challenges.
• Data Management : Maintain accurate financial data by organizing records and workpapers to ensure data integrity.
• Team Collaboration : Work closely with colleagues across the firm to ensure seamless service delivery, providing support to senior team members as needed.
• Process Improvement : Identify opportunities to enhance accounting processes and improve efficiency within the CAS department.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The ideal candidate will have significant experience in accounting and leadership, with a strong background in managing complex client work and developing staff. The successful candidate will have :

• Experience : 5 years of experience in a similar role at a CPA firm, with a proven track record of managing and directing staff.
• Qualifications : A CPA designation is preferred, along with a Bachelor's degree in Accounting or a related field.
• Technical Skills : Extensive experience with QuickBooks Online, Xero, Yardi, and other major accounting software, with a strong aptitude for new technologies.
• Leadership Skills : Experience managing staff and ensuring the final quality of work products.
• Problem-Solving : Strong analytical and problem-solving abilities to tackle complex client issues.
• Communication : Excellent interpersonal and communication skills to foster strong client and team relationships.
• Attention to Detail : A commitment to high levels of accuracy and attention to detail in all aspects of work.
• Adaptability : Ability to work both independently and in a team setting, with a passion for continuous learning and improvement.

What's on Offer

This is a great opportunity to take your career to the next level with a forward-thinking, growing firm. The role provides :

• Flexible Work Options : Choose from remote, hybrid, or in-office work arrangements, with occasional travel to client sites in the Greater Chicago area and periodic visits to the Deerfield office.
• Career Advancement : Enjoy professional development opportunities and the potential for growth within a progressive and supportive environment.
• Collaborative Culture : Be part of a dynamic team, working together to deliver innovative solutions and drive the firm's success.
• Competitive Benefits : Receive a competitive salary along with a comprehensive benefits package, including health insurance, paid time off, and retirement plans.

Contact

Gary Michals

Quote job ref

JN-122024-6607961