Accounting Manager (Healthcare)

SVA Careers•Madison, WI

22h•Onsite

About The Position

SVA is seeking an Accounting Manager for its Small Business Accounting team, with an enhanced focus on healthcare clients, including medical, dental, and veterinary practices. The position is based onsite in Brookfield or Madison, Wisconsin. The manager will oversee client engagements, maintain client relationships, supervise and develop staff, and contribute to business development and professional growth. The role is highly visible internally and externally and offers opportunities for learning, mentoring, and advancement within an independent professional services firm. The position's responsibilities are allocated approximately 60% to client work, 30% to supervision and leadership, and 10% to professional, personal, and business development. Work schedules are typically 55 hours per week during busy season, including weekends, and 40–45 hours per week during non-busy season.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 5 years of experience in public accounting.
CPA, EA, or equivalent certification.
Ability to maintain client confidentiality and comply with relevant laws, regulations, and company policies.

Responsibilities

Execute client engagements from planning through field work, review, and client communication.
Monitor engagement progress against budgeted time, expenses, and completion dates; ensure work is carried out properly and in the appropriate sequence.
Supervise preparation of client work products and evaluate internal controls prepared by staff.
Maintain ongoing client contact, develop understanding of clients and their businesses, and serve as the main contact for new client onboarding.
Keep the In-Charge informed of significant developments and communicate major problems, conclusions, and recommendations.
Prepare monthly billings and maintain confidentiality of client information in accordance with laws, regulations, and company policies.
Assign work to staff based on their knowledge and capabilities; prepare and discuss performance evaluations; train and guide staff and provide constructive feedback on work papers.
Lead staff development, engagement, and retention; conduct stay interviews and work with leadership to address themes.
Identify recruitment needs and participate in interview panels; identify low performers and have direct performance conversations focused on retaining qualified staff.
Transfer client relationships to junior staff when appropriate, recognize staff contributions, maintain accurate career-path heatmaps, and establish documented career plans for direct reports.
Communicate firm strategy and developments to staff and explain the rationale behind decisions.
Work with a mentor to develop a career path, research complex topics, and present concise analytical findings and recommendations.
Participate in or lead firm and community events and professional, civic, charitable, and industry organizations; use internal and external learning opportunities.
Refine project-management skills and mentor multiple accounting staff members.
Expand services for existing clients, develop business consulting skills, and develop and present training, including writing articles for publication.
Lead moderate to complex internal projects and network with COIs.
Achieve client-retention targets and new and existing cross-selling and upselling goals.
Perform other duties as assigned.