Manager managing a small team of administrators providing efficient client service at Apex Group. Focus on investor queries, team collaboration, and maintaining relationships.
About the role
- Assurance Manager with CPA overseeing compliance and financial statement analysis for DHJJ. Collaborating with teams in a hybrid setup to provide exceptional client service.
Responsibilities
- Apply technical expertise to review and analyze prepared financial statements
- Use well-developed understanding of client businesses to help diagnose opportunities and suggest solutions
- Manage assignment budgets, anticipate and communicate budget issues
- Identify opportunities to improve assignment profitability, prepare billing, and assist in cash collections
- Build long-term relationships with clients, gaining trust and respect
- Share and transfer knowledge with team members
- Provide Associates and Seniors with guidance, coaching, and support in career development
- Keep informed of recruitment needs and use external peer network to refer potential candidates
- Write and publish articles with the research and assistance of associates and senior associates
Requirements
- CPA required
- 5+ years of related experience
- Thorough understanding of financial reporting standards and professional regulations
- Excellent management, team building and organizational skills
- Successful management of multiple client engagements
- Strong sense of ownership and personal accountability
- Produce high-quality work under deadlines
- Particular attention to detail
- Proficiency in Microsoft Office
Benefits
- Group health insurance offered through BCBS (Health & Dental)
- VSP (Vision)
- HealthEquity (HSA, FSA, Dependent Care FSA)
- Employer-paid Long- and Short-Term Disability
- Paid parental leave
- Group life insurance through AICPA
- 10 1/2 paid holidays per year
- PTO policy starting at 15 days per year
- 401(k) Profit-Sharing Plan with discretionary 3% employer contribution
- Paid society memberships, training, and continuing education
- Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
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