Small Business Manager

Manager

The Manager serves as the client's first point of contact, helping them solve complex business issues from strategy to execution. They work with clients and Associates and have the ability to manage existing and new client business development to achieve firm revenue goals. The Manager provides exceptional client service as a trusted business advisor.

Responsibilities

• Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries
• Develop and maintain on-going client relationships
• Review necessary work papers, financial statements and tax returns
• Onsite client work as deemed necessary
• Answer client calls and emails in a timely manner and with a solution-oriented approach
• Participate in proposal process, prospective client meetings and budget development
• Identify out of scope work to be discussed internally and with client as deemed necessary
• Understand and explain relationship of financial statement outcome to tax implications to client and Associates
• Read prior year financial statements, tax returns and client website and actively seek out information to gain an understanding of client business and industry
• Proactively inform engagement team of work status and request information from client as needed
• Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities
• Develop strong project management and client relationship skills with a good understanding of complex accounting and tax situations
• Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise
• Identify and introduce other firm services based on client needs and discovered opportunities
• Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts
• Leader within a community, business or professional organization and develop relationship to produce new business and grow the firm's client base
• Keep up to date with local and national business and economic issues
• Responsible for engagement management personal, team and client margins to outlined firm expectations
• Understand dynamics of the client relationship and history to improve current engagement efficiencies
• Participate in continuous learning activities and active research to improve and develop own and others' technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

People Management / Relationships

Required Skills

Education, Experience and Certifications

Essential Functions

Salary Range : $100,000 - $120,000