Responsible for management of deliverables for accounting clients. Regularly meets with Rehmann staff and client employees to determine the client’s needs and objectives and works with clients to implement any changes necessary to help them achieve their goals. Preplans engagement relative to the size & complexity of the client. Develops and supports appropriate procedures to address specific identified risks and/or client needs. Ensures that any questions from client or team are resolved. Preplans engagements relative to the size of the audit to ensure efficiency and effectiveness. Completes project documentation requirements; ensures that electronic files are locked down or backed up and retained in accordance with firm policy. Assist clients in taking their own digital transformation by introducing new technologies to create efficiencies. Reviews all grand and vendor contracts to ensure proper billing/accounting. Directs work of assigned associates. Plans and organizes client assignments. Directs and monitors the work of associates including accuracy and completeness of monthly reporting. Reviews the work performed by others for completeness and accuracy in accordance with plan. Provides input into associate performance appraisals ensuring guidance on the associate’s growth and development. Adheres to internal controls and ensures policies are followed. Facilitates budget to actual discussions. Maintains knowledge of client policies, procedures, and business conditions. Knows the clients’ significant business risks (e.g., economic, market, pricing). Is aware of external factors affecting the clients’ business and industry (e.g., economic, legislative, social). Maintains client relationships while taking an active role in marketing initiatives. Be proactive in providing thought leadership ideas to clients. Actively participate in at least one community organization to begin growing professional network. Attends networking events, performs community service, and develop a presence in the community.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager