Client Services Manager

Job Description

Job Description

Since 1998, GPW has been dedicated to creating exceptional client experiences. As a premier provider of management accounting and tax compliance services for Producer Affiliated Reinsurance Companies, Captive Insurance Companies, and a wide range of Property & Casualty Actuarial Services, we pride ourselves on quality and client success.

Join our dynamic team and contribute to our mission of excellence.

Position Overview : We are seeking a dedicated and experienced Client Services Manager to lead and supervise a team of Analysts in the preparation of journal entries, maintenance of the general ledger, preparation of financial statements, and federal and state income tax returns.

This role is crucial for our Service Contract Reinsurance & Participation Program Management ( F&I ) Specialty Services or ERM Teams.

The Manager will also take on some Senior Analyst duties for selected clients and play a key role in the Client Services Department's leadership team.

Key Responsibilities

• Leadership & Supervision : Guide, mentor, and evaluate Analyst I, Analyst II, and Senior Analyst staff, ensuring their development and accountability.
• Team Culture : Foster a culture of open communication and teamwork to achieve departmental goals and objectives.
• Technical Expertise : Resolve complex accounting issues and provide technical guidance on client matters.
• Process Improvement : Identify and implement enhancements to accounting processes and procedures.
• Advisory Role : Advise staff on handling non-routine transactions and apply technical insurance accounting and tax regulations to client-specific scenarios.
• Operational Support : Perform tasks of Analysts and assist with accounting and tax work as needed.
• Confidentiality : Handle confidential client matters with discretion.
• Productivity Standards : Meet productivity and efficiency standards, including managing billable hours for assigned Analysts.
• Workflow Management : Oversee internal workflows, ensuring the mastery of in-house financial and tax software, CRM, and QuickBooks.
• Training & Development : Conduct training and development programs for Analysts, including performance reviews.
• Workflow Review : Manage and review staff workflow, conduct weekly meetings, and monitor annual client assignments.
• Problem-Solving : Collaborate with other staff to solve problems and provide technical guidance.
• Goal Setting : Establish and monitor annual goals for accounting staff to enhance professional development.
• Regulatory Compliance : Be familiar with IRS Circular 230 Regulations and the AICPA Professional Code of Conduct.
• Special Projects : Assist with special projects, ensuring timely completion and client satisfaction.
• Client Communication : Communicate directly with external clients on various topics.

Qualifications

• Experience : Minimum of one full busy season of Tax Accounting analyst experience at GPW or equivalent.
• Education : Bachelor’s degree in accounting or equivalent field (CPA and / or graduate degree preferred but not required).
• Industry Knowledge : Three or more years of insurance company accounting or tax experience, with expertise in statutory (SAP) and GAAP insurance accounting and insurance company taxation.
• Leadership Experience : One or more years of experience in a senior accounting or managerial role.
• Technical Skills : Advanced knowledge of SAP, GAAP, and IRS Tax Code / Regulations.
• Interpersonal Skills : Excellent communication and relationship-building skills with clients and internal stakeholders.
• Initiative & Adaptability : High level of initiative, positivity, and adaptability in a fast-paced, high-demand environment.
• Passion for Development : Strong passion for training, coaching, mentoring, and developing teams.
• Organization & Resourcefulness : Highly organized, solution-oriented, and resourceful.
• Integrity : Strong work ethic and a high level of personal integrity.
• Technical Proficiency : Advanced knowledge of Microsoft Office suite (Excel, Word, Outlook), Adobe Acrobat, and QuickBooks.
• Team Support : Ability to build rapport and provide support to team members, meeting on-site work requirements.

Why GPW?

Industry Leading Benefits :

• Medical and Dental coverage is available on the 1st of the month following 30 days of employment with the monthly premium to cover the Employee paid by GPW
• 401k plan which is 100% vested with immediate eligibility
• 401k Company Match (60% match up to 6% of compensation) AND Profit Sharing (3% Safe Harbor contribution plus the potential for an annual discretionary contribution of up to 7% based on the execution of company goals)
• 18 Days of PTO in the first year + 7 Paid Holidays (*Time off is accrued and pro-rated based on your start date)
• Tuition Reimbursement
• Hybrid Work Environment

At GPW, we pride ourselves on fostering a supportive and collaborative work environment. Our company values open communication, continuous improvement, and professional development.

We offer competitive benefits, including health insurance, retirement plans, and opportunities for career advancement. Join us and be part of a dynamic team dedicated to excellence.

GPW is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, national origin, ancestry, gender, gender identity and / or expression, genetic information, veteran status, disability, citizenship status, marital status, pregnancy, or any other characteristic protected by federal, state, or local employment discrimination laws.