Accounting Manager (Healthcare)

SVA Careers•Brookfield, WI

22h•Onsite

About The Position

SVA is seeking an Accounting Manager for its Small Business Accounting team, based onsite in Brookfield or Madison, Wisconsin. The position serves clients across several industries, with an enhanced focus on healthcare practices, including medical, dental, and veterinary practices. It is a highly visible role with significant client and internal impact, involving client engagement management, staff leadership, and business and professional development. The manager works with a diverse team and has opportunities for continuous learning, mentoring, and career development. The role’s time allocation is approximately 60% client work, 30% supervision and leadership, and 10% professional, personal, and business development. Work typically requires 55 hours per week during busy season, including weekends, and 40–45 hours per week during non-busy season. The role is based in Wisconsin, and the position is onsite.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 5 years of experience in public accounting.
CPA, EA, or equivalent certification.

Responsibilities

Coordinate client engagements from planning through fieldwork, review, and client communication.
Monitor engagement progress against budgeted time, expenses, and completion dates; ensure work phases are performed properly and in an effective sequence.
Supervise preparation of client deliverables and evaluate internal controls prepared by staff.
Maintain ongoing client contact, develop a thorough understanding of clients’ businesses, and serve as the main contact for new client onboarding.
Keep the In-Charge informed of important developments and communicate major problems, relevant facts, conclusions, and recommendations.
Prepare monthly billings and safeguard confidential client information in accordance with applicable laws, regulations, and SVA policies.
Assign work to staff based on their knowledge and capabilities; prepare and discuss staff performance evaluations.
Train and mentor staff, provide guidance and constructive feedback on work papers, and support staff development, engagement, and retention.
Conduct stay interviews, identify recruitment needs, participate in interview panels, and address performance concerns through direct conversations.
Transfer client relationships to junior staff when appropriate and recognize staff contributions meaningfully.
Maintain accurate career pathway heatmaps and documented, evolving career plans for direct reports; communicate firm strategy and explain related developments to staff.
Work with a mentor on career development, research complex topics, and present findings and recommendations concisely.
Participate in SVA and community events and professional, civic, charitable, business, or industry associations.
Use internal and external learning opportunities and continue refining project management skills.
Mentor multiple accounting staff members and expand services for existing clients.
Develop business consulting skills and prepare and deliver internal and external training, including writing articles for publication.
Lead moderate to complex internal projects and network with centers of influence.
Achieve client retention targets and new and existing cross-selling and upselling goals.
Perform other duties as assigned.