Manager, Client Advisory Services jobs in United States
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Condley and Company, L.L.P. ยท 1 day ago

Manager, Client Advisory Services

Condley and Company, LLP is hiring a Manager for its Client Advisory Services (CAS) department. The role involves engaging with clients on complex accounting situations, ensuring service quality, and providing valuable insights to enhance their businesses.

AccountingConsultingFinancial ServicesService Industry
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Responsibilities

Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and other related accounting services tasks
See the big picture for clients' business, objectives, and industry; think creatively to solve business problems as well as team conflict
Take responsibility for service quality, thoroughness and accuracy; proactively work with clients to gather data and follow-up on open items
Analyze and interpret detailed information and research according to client circumstances; assess problems and issues and interprets the implications for the client

Qualification

CPA licensePayroll preparationFinancial statement preparationQuickBooksSage IntacctMicrosoft OfficeProblem-solving skillsEffective communicationTeam player

Required

Bachelor's degree and CPA license
Knowledge of payroll preparation and payroll tax reporting
Knowledge of general ledger review and financial statement preparation
Advanced understanding of accounting procedures
Authorized to work in the United States permanently without the requirement of sponsorship
Display problem-solving skills and effective, insightful, and timely communication skills
Maintain a high level of organization
Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team
Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy
Meet charge hour and realization expectations for each job, consistently producing a high-quality work product
Maintain a working knowledge of Microsoft Office suite products and other firm software
Work autonomously under the pressure of tight deadlines and multiple priorities
Retain learning/knowledge from one client to the next; continuously apply and build on prior learning

Preferred

Experience with QuickBooks, Pak Energy, or Sage Intacct is a plus

Company

Condley and Company, L.L.P.

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Condley and Company, L.L.P.Provides Financial Services And Planning.

Funding

Current Stage
Growth Stage

Leadership Team

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Corby Flanagan
Partner
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David Morton Smith
Tax Partner
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Company data provided by crunchbase