Manager, Client Advisory Services

Rea • New Philadelphia, OH

21h • Onsite

About The Position

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
• Bachelor’s degree in accounting
• Minimum of 7-10 years of experience or relevant experience
• 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

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Manager