Accounting Manager (Healthcare)

SVA Careers•Brookfield, WI

7d•Onsite

About The Position

SVA is seeking a Manager to join their Small Business Accounting team, with a focus on Healthcare clients. This role offers the opportunity to refine skills across various industries, engage with clients, and mentor junior staff. The position is based in Brookfield, WI or Madison, WI (onsite). The company emphasizes continuous learning, client-facing interactions, and professional development. This is a highly visible and impactful role, both internally and externally. The firm is certified as a Great Place to Work®.

Requirements

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

Nice To Haves

Enhanced focus on Healthcare clients (medical, dental and veterinary practices).

Responsibilities

Execute engagements from start to finish, including planning, fieldwork, review, and client communication.
Monitor engagement progress against budgeted time, expenses, and completion dates.
Anticipate problem areas and questions that will arise during engagements.
Supervise the preparation of all client work products.
Maintain continuous client contact and develop a thorough understanding of their business.
Act as the main contact for new client onboarding.
Evaluate internal controls prepared by staff.
Keep the In-Charge informed of important developments.
Communicate major problems, conclusions, and recommendations to the In-Charge.
Prepare monthly billings.
Maintain confidentiality of client information and adhere to SVA policies.
Ensure all duties are performed efficiently and satisfactorily, typically requiring 55 hours/week during busy season and 40-45 hours/week during non-busy season.
Assign work to staff members based on their knowledge and capabilities.
Prepare and discuss staff performance evaluations.
Participate in staff training, offering guidance and constructive feedback.
Lead others and be involved with staff development, engagement, and retention.
Conduct stay interviews and work with leadership to resolve themes.
Identify staff recruitment needs and participate in interview panels.
Transfer client relationships to junior staff as appropriate.
Identify and manage poor/low performers.
Provide individualized recognition to staff members, focusing on intrinsic rewards.
Ensure career pathways are accurate and reflective of work performed.
Ensure documented career plans are in place for each direct report.
Align with firm strategy and communicate developments to staff, explaining the 'why'.
Work with a mentor to develop career path.
Research complex topics and propose findings with recommendations.
Participate and/or lead in SVA and community events, professional, civic, or charitable organizations.
Actively participate in a business and/or industry association.
Utilize internal and external learning opportunities.
Refine project management skills.
Serve as a mentor to multiple accounting staff members.
Expand services for existing clients.
Develop business consulting acumen.
Develop and present internal and external training, including writing articles for publication.
Lead moderate to complex internal projects.
Network with COI's.
Achieve client retention targets.
Achieve new and existing cross-selling and upselling goals.