Manager

Vesta CPAS SCFond du Lac, WI

About The Position

The Manager role is responsible for managing client assignments and projects and delivering a high quality service. This includes coaching, advising and supporting team members in meeting client and self-development expectations.

Requirements

  • Meets assignment objectives (timeframes, budgets, outcomes).
  • Client satisfaction.
  • Business development results – selling and cross-selling.
  • Team satisfaction.
  • Participation in firm wide initiatives - recruitment, business development, and retention initiatives.
  • Degree qualification and relevant professional accreditation.
  • Business acumen.
  • Strong technical knowledge and skills.
  • A developing area in field of expertise and industry profile.
  • Strong client relationship skills.
  • Strong project management skills.
  • Strong team management skills - the ability to lead, motivate and coach teams of people.
  • Demonstrated ability to coach and develop less experienced team members.
  • A strong knowledge of firm products and services in the practice area and a working knowledge of products and services in other practice areas.
  • A sound understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.

Responsibilities

  • Develops and strengthens long-term relationships with senior client management and peer client levels.
  • Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved.
  • Plans, organizes and controls multiple responsibilities and resources to achieve assignment objectives.
  • In consultation with the assignment director helps develop solutions for clients and manages the implementation of ideas.
  • Advises, coaches and supports team members including providing consistent recognition and encouragement to team members to increase retention and utilization.
  • Successfully builds, directs and maintains a motivated and empowered work team.
  • Structures work teams to successfully meet client expectations and help develop strong client partnerships.
  • Works in consultation with the assignment leader to anticipate project issues, assesses alternatives and takes appropriate measure to resolve assignment issues.
  • Manages the assignment budget and profitability in their area of responsibility.
  • Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability and prepares billings and assists in collections.
  • Identifies client needs/opportunities to sell additional value added services.
  • Identifies cross-selling opportunities and refers them to the appropriate team member.
  • Leverages commercial and market knowledge to anticipate client needs for new/additional services.
  • Supports the partner in the development and planning of practice objectives and budgets.
  • Development of functional specialization and/or industry expertise.
  • Supports the partner/s in developing new initiatives to increase retention, meet resourcing needs (including recruitment interviews), utilization and people development.
  • Builds strong coaching skills.
  • Shares and transfers knowledge in the team.
  • Actively pursues self-development opportunities in line with the competency model.
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