Manager, Client Advisory Services

Rea•Dublin, OH

8h•Onsite

About The Position

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance.

Requirements

Knowledge of the market and industry trends
Prior business experience and ability to apply that experience to a wide range of client situations
Technology skills in MS Word, Excel, PowerPoint, and Outlook, QuickBooks, QuickBooks Online, and other software
Familiarity using a CRM
Ability to motivate and lead staff
Strong attention to detail
Ability to meet tight deadlines and manage unexpected and sometimes urgent firm or client matters as they arise
Project management and time management skills
Unrelenting commitment to client satisfaction
Team and project management experience required

Nice To Haves

Master’s degree preferred
QuickBooks Online Pro Advisor Certification
CPA License

Responsibilities

Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes
Review accounts and research discrepancies
Provide oversight of the accounts receivable and accounts payable process
Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity
Develop work plans, project timelines, and key milestones
Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements
Review account balances and financial statements
Research issues identified by staff and works toward resolution
Ensure proper workpaper documentation for all accounts
Managing regulatory requirements and internal reporting deadlines
Participate in quality assurance initiatives
Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance
Communicating frequently and effectively with client contacts
Provide general accounting feedback and recommendations to clients
Ensure delivery goals are met by the team through process management and inter-departmental communication
Identify client issues and deficiencies and assist with recommending solutions
Act as the primary client contact
Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions
Actively listen to clients, provide timely responses and address client needs effectively
Facilitate client meetings and involve junior team members in these
Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones
Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support
Prepare, communicate and monitor budgets on client engagements
Act as a coach to junior team members
Share knowledge, insights, and best practices with others through training, coaching, or mentoring
Provide timely feedback to team members
Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes
Facilitate frequent meetings with direct reports and assists with setting their performance goals
Supervise a team for day-to-day management of scheduling, training and procedure
Provide guidance and direction to team members to develop skills and overcome challenges
Delegate work effectively to staff based on their qualifications, capabilities, and interests
Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members
Act as a technical resource to support project teams, troubleshoot issues, and provide guidance
Recognize issues and develop resolutions and consults with leadership if necessary
Communicate potential additional service offerings to clients
Nurture established networks in establishing full-cycle business development
Participate in the development and implementation of solutions to clients
Complete and document research calls in a timely fashion
Other duties as assigned