Position: Client Account Services Manager needed!!!
Established CPA firm in the greater Madison, WI area is seeking a hands-on, OAS Manager/Outsourced CFO who will support our Outsourced CFO Services Division. Candidate requires strong attention to detail as well as the ability to collaborate and deliver. Responsible for bookkeeping, closing the books, creating financial reports, and assisting in maintaining the firm's strong client relationships.
Responsibilities:
" Develop an understanding of a client's business and aspects of their industry.
" Client write-up and preparation of financial statements on a monthly, quarterly, and annual basis
" Review and prepare clear and concise working papers.
" Organize and consult with clients on transactional issues.
" Assist with onboarding new clients.
" Preparation of Key Performance Indicators (KPIs) and other management reports
" Assisting and maintaining clients' annual operating plan/budgets
" Provide training for new clients and staff in the use of shared software applications.
" Manage multiple client engagements and projects concurrently with assigned teams.
" Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams.
" Contribute to special projects, as needed.
Qualifications, Skills, and Experience:
" Bachelor's degree in accounting required.
" Manager: 5+ years of progressive experience in public accounting or related experience
" Senior: Must be progressing towards CPA
" Manager: Must have an active CPA or equivalent certification.
" Ability to multi-task, work independently and in a team environment.
" Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
" Expert working skills with Microsoft Excel and Word
" Experience in Client Account Services is a plus.
" Ability to problem-solve and think both creatively and logically.
" Mid-sized company background is preferred, additional large company exposure a plus.
" Knowledge/experience with QuickBooks and other accounting software.
" Working knowledge of other applicable accounting technology
Benefits
10 Paid holidays per year
3+ weeks of PTO
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vincent Steger is recruiting for this position and the positions below.
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