About our client: Our client is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Our leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. A day in the life.. Take ownership for financial services engagements and delegate to various staff as necessary Act as a resource for staff and seniors on specific technical issues and/or questions Manage service responsibility for clients Supervise staff, provide training, coaching, and prepare performance reviews Communicate, negotiate detail of fees to clients, and preapre invoices to clients Maintain knowledge of general economic and political trends of possible legislation that could affect the business climate Manage staff assigned to engagements and review workpaper files Begin to develop new business opportunities through networking and professional organizations Serve as a catalyst for innovation by identifying and exploring emerging issues
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Job Type
Full-time
Career Level
Mid Level