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RKL LLP · 2 days ago

Small Business Manager

Chambersburg, PA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $120K/yr

5+ years exp

RKL LLP is a firm that provides exceptional client service as a trusted business advisor. The Small Business Manager serves as the client’s first point of contact, helping them solve complex business issues from strategy to execution while managing existing and new client business development to achieve firm revenue goals.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries

Develop and maintain on-going client relationships

Review necessary work papers, financial statements and tax returns

Onsite client work as deemed necessary

Answer client calls and emails in a timely manner and with a solution-oriented approach

Participate in proposal process, prospective client meetings and budget development

Identify out of scope work to be discussed internally and with client as deemed necessary

Understand and explain relationship of financial statement outcome to tax implications to client and Associates

Read prior year financial statements, tax returns and client website and actively seek out information to gain an understanding of client business and industry

Proactively inform engagement team of work status and request information from client as needed

Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities

Develop strong project management and client relationship skills with a good understanding of complex accounting and tax situations

Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise

Identify and introduce other firm services based on client needs and discovered opportunities

Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts

Leader within a community, business or professional organization and develop relationship to produce new business and grow the firm’s client base

Keep up to date with local and national business and economic issues

Responsible for engagement management personal, team and client margins to outlined firm expectations

Understand dynamics of the client relationship and history to improve current engagement efficiencies

Participate in continuous learning activities and active research to improve and develop own and others’ technical expertise; apply learned concepts

Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

Take initiative to be a team leader (proactively seek opportunities to help others)

Treat everyone with respect

Develop loyalty and trust within the team

Successfully adapt to different personalities and working styles

Proactively and effectively communicate information regarding status issues to team members

Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Qualification

CPA certificationBachelor’s degree in AccountingBusiness developmentTax return preparationFinancial statement preparationMicrosoft OfficeQuickBooksPayroll softwareAnalytical skillsMultitaskingInterpersonal skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting

CPA certification required

Excellent organization skills and strong attention to detail

Multitasker with the ability to prioritize work accordingly

Excellent verbal and written communication skills with strong client service focus

Strong analytical and interpersonal skills

Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Self-motivated and willingness to enhance accounting and advisory knowledge

Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to more entry-level team members

Demonstrated ability to lead a team of entry-level Associates and participate in their professional development

Must be able to remain in a stationary position as needed

The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

Ability to communicate in a professional manner and exchange information with internal and external actors as needed

Ability to lift/carry up to 20 pounds

Ability to work outside of normal business hours and weekends as needed

Ability to travel to local and non-local clients as needed, overnight travel may be required

Preferred

5+ years' experience in preparation of tax returns and financial statements preferred

Previous consulting experience within a leadership role preferred

Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus

Company

RKL LLP

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

Founded in 1979

Lancaster, Pennsylvania, USA

501-1000 employees