Accounting Manager (Closely Held Business)

SVA Careers•Madison, WI

About The Position

SVA is hiring an Accounting Manager to join its growing Closely Held Business team in Madison, Wisconsin. The position is a highly visible and impactful role, working closely with clients and internally at SVA. The manager will coordinate client engagements from start to finish, support clients’ tax compliance and planning needs, supervise client work products, maintain client relationships, and lead and develop accounting staff. The role also includes professional development, business development, and community and industry participation. Workload is typically 55 or more hours per week during busy season, including weekends, and 40–45 hours per week during the non-busy season.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 6 years of experience in public accounting.
Ability to maintain client confidentiality and comply with applicable laws, regulations, and firm policies.

Nice To Haves

CPA, EA, or equivalent certification.

Responsibilities

Coordinate all phases of client engagements from start to finish while ensuring budget allocations are achieved.
Perform tax-related duties supporting client compliance and planning needs.
Supervise the preparation of work products provided to clients.
Maintain ongoing client contact and develop a thorough understanding of clients and their businesses.
Serve as the main contact for new client onboarding.
Maintain confidentiality of client information and comply with applicable laws, regulations, and SVA policies and procedures.
Assign work to staff based on their knowledge and capabilities.
Prepare and discuss staff performance evaluations.
Train and guide staff, provide direction and constructive feedback on work papers, and support staff development and engagement.
Conduct stay interviews and work with leadership to address identified themes.
Participate in interview panels and provide individualized recognition to staff.
Communicate firm strategy and developments to staff and explain the rationale behind them.
Work with a mentor to continue developing a career path.
Participate in or lead SVA and community events and professional, civic, or charitable organizations.
Participate actively in a business or industry association and use internal and external learning opportunities.
Mentor multiple members of the accounting staff.
Expand services for existing clients and achieve client retention, cross-selling, and upselling goals.
Develop and present internal and external training, including writing articles for publication.
Transfer client relationships to junior staff when appropriate to ensure work is performed at the appropriate level.
Perform other duties as assigned.