Manager overseeing client accounts and team responsibilities at SingerLewak, a leading accounting firm serving the western region. Responsible for client communications and engagement oversight in business solutions.
Responsibilities
Oversee engagement teams on multiple engagements to ensure work is performed in adherence to engagement scope. This can include but is not limited to:
Maintaining bank, vendor and payroll records for the client
Preparing month or period end packages under either the accruals (US GAAP or IFRS) or cash basis accounting
Assisting clients with the preparation and/or maintenance of budgets, forecasts or projections
Building, preparing or analyzing dashboards or KPI metrics for the client
Ensure all client timelines are met and clear communications exist between the client and engagement team
Interact with clients on a frequent basis (i.e., daily, weekly or monthly), as needed under the scope of each engagement or delegates to senior or staff
Ensure all team members adhere to engagement budgets; minimize and analyze any overruns
Invoices clients at least monthly and follows up on any aged accounts receivable balances
Performs team training and business development activities
Requirements
Minimum of 7-10 years' experience in the accounting field, with recent time spent as an account manager or equivalent in either an industry finance position, or public accounting
Proven thorough understanding of double entry accounting. Demonstrated performance of accounting tasks (both processing and transactions and maintenance of accounting records)
Demonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes.
Bachelor’s degree or equivalent, ideally in accounting or a related field
Demonstrated ability to communicate (i.e., read, write, speak) with business level fluency in English
Ability to travel to client or other firm office locations, if necessary
Strong computer skills including proficiency in excel. Knowledge of at least one accounting software program, such as QuickBooks online
Self-starter; proven ability to identify issues and recommend solutions. Ability to work well within a team as well as independently when required
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 40 hours per week
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