Manager - Client Advisory Services

Manager Client Advisory Services

FLSA Classification Exempt

Salary Grade / Level / Family / Range Level Manager

Reports to Senior Manager

Job Description

Summary

CAS Managers in the Public and Middle Markets group are given a wide variety of CAS assignments under the supervision of Directors and Partners.

Performance is judged based on the quality of work, ability to meet project deadlines, and application of accounting standards.

This position will develop working relationships with our clients to deliver top client service while also striving for technical excellence and team success.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Collaborate with the onboarding team to perform client accounting services for the initial transition of new clients
• Implements project management and workflows methods for timeliness, accuracy, quality, compliance and scope creep, while committing to professional standards
• Builds relationships with each client throughout the year; possesses a thorough knowledge of the client and all facets of client’s business
• Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness
• Collaborates with Partners and Directors to keep informed of all-important developments; analyzes problems and recommends solutions
• Ensures that financial statements are prepared by professional and Firm standards
• Contributes insights and innovative ideas based on hard and soft trends in clients’ industry
• Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
• Collaborates with Performance Advisor to learn proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
• Promotes an environment of continual learning, while growing your own leadership and interpersonal skills

Supervisory responsibilities

• Supervises staff and provides on-the-job training; reviews workpapers and reports prepared by staff
• Works to develop responsible, trained staff by assisting in performance evaluations

Work environment

Work to be performed in HORNE office setting or remotely

Physical demands

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 20 pounds at times.

Travel required

Some Travel (0-15%)

Required education and experience

• Bachelor's Degree in accounting, finance or related field, and 5-7 years of equivalent accounting experience required.
• Expertise in MS Office, including Word, Excel, PowerPoint and Outlook.
• Excellent verbal and written communication skills
• Ability to set priorities with excellent time management skills
• Enjoyment in working independently with clear deadlines and deliverables
• Team player attitude with proven abilities to manage multiple projects in a fast-paced environment

Preferred education and experience

• Experience working in public accounting is a plus
• Knowledge and understanding of accounting software applications including, but not limited to QuickBooks Online and Sage Intacct is preferred
• CPA License or CPA Exam eligibility
• Experience in any of the following industries is a plus : NonprofitHealthcareRestaurantsProperty Management / HOA
• Proficiency with any industry specific software applications used by the industries noted above considered a plus

Affirmative Action / EEO statement