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Infinity Search Partners
Posted on Jun 20
Pleasant Hill, CA
A mid-size CPA firm in the Walnut Creek area is seeking and Audit Manager. This is a stable, exciting CPA firm with tremendous growth. The Audit Manager will be able to be in a highly visible position. This company is in a highly desirable location, offers excellent benefits, a wonderful team, flexibility and ability to work on some interesting clients.
The Manager role is responsible for organizing and managing client assignments, tax returns, financials and projects including the timely and budgeted completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting firm, client, and self-development expectations. The manager position serves as an intermediary between partners, clients and senior accountants.
Duties and Responsibilities
Advises, coaches and supports team members and peers by promoting a learning environment.
Builds, directs and maintains motivated, empowered, diverse, and successful teams.
Builds strong rapport with Senior Accountants and Staff Accountants, guides and motivates them in their learning.
Structures work teams to successfully meet client expectations and helps develop strong client relationships.
Seeks to understand the client’s culture and their business. Uses effective listening and questioning skills to help define problems, present possible solutions and identify opportunities to sell services.
Strengthens relationships with peer client levels and senior client levels gaining their trust and respect.
Influences positively client outcomes.
Comprehensive and deep understanding of the rules, requirements, code of conduct and standards of the AICPA, and the authoritative literature established by the FASB, IRS, FTB and PCAOB.
Refining their skills, knowledge and expertise as a specialist in an identified technical field and / or industry.
Applies technical expertise and interprets laws, regulations and standards to formulate client related recommendations.
Solves complex business problems.
Has well developed consulting skills – develops an understanding of client businesses and uses this knowledge to help diagnose needs/opportunities and suggest solutions.
Is a competent project manager - can plan, manage and deliver quality service on time and within budget.
Exercises an expertise of firm technology and tax and accounting research techniques including evaluating new applications for the firm.
Expert in the preparation, delegation and review of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. This includes an understanding of technical research and documenting the basis of a position.
Assumes responsibility for the completion of tax returns and client engagements prepared by the team. This includes initiating and ensuring client projects are completed in a timely and efficient manner.
Manages high technical nature or high risk nature that is brought up by the Senior Accountant.
Builds long term relationships with clients – gains trust and respect based on demonstrated understanding of their business and ability to help achieve improvement goals.
Maintains ongoing interest in the client’s business - understands the industry and acts as a sounding board with the ability to suggest further initiatives/improvements.
Maintains ongoing contact with client and listens to their needs and suggests relevant services.
Seeks opportunities to grow the revenue from accounts.
Manages a client portfolio – competing priorities, client requests etc.
Strengthens relationships with clients through knowledge and skill transfer.
Seeks client feedback as to quality of work, so as to continually exceed client expectations.
Establishes work schedules through effective use of project management techniques.
Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frame.
Evaluates the performance of team members and profitability of client engagements.
Manages multiple client assignments simultaneously, ensuring overall success of each project including communicating with the client and partner on technical and service matters.
Organizes and controls multiple responsibilities and resources to achieve firm objectives in consultation with the partner.
Maintains skills that enable a detailed understanding of the client and client’s accounting procedures.
Drafts client reports.
Has the ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
Pursues actively self-development opportunities.
Shares and transfers knowledge within the team as a mentor and Leader.
Establishes a service and industry specialization.
Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.
Provides guidance and support in career development opportunities for team members.
Coaches Senior Accountants in area of specialty and provides on the job learning opportunities.
Shares and transfers knowledge with team members and develops a network of resources within the firm to facilitate the sharing of information.
Sets and agrees career goals and seeks regular feedback on performance from Senior Managers and Partners.
Develops a thorough knowledge and understanding of tools and systems and processes (within Auditing & Accounting) and is able to apply them.
Develops a strong knowledge of the firm’s services and systems and processes and can identify the appropriate resources to apply/deliver them.
Develops business knowledge (market/industry trends) and skills in all core competency areas.
Develops deeper knowledge and skills in area of specialty.
Contributes relevant material to knowledge management system.
Balances effectively work, community, family and personal commitments.
Pursues actively learning and development opportunities in line with the Professional Development Plan.
Participates actively and helps develop initiatives to increase retention.
Participates actively in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews and providing time to speak with potential recruits.
Keeps informed of recruitment needs and uses external peer network and external relationships to refer potential candidates.
Develops mentoring relationships with talented Senior Accountant/s.
Working towards a Master in Tax, Accounting or Business.
Strong technical knowledge and skills.
Strong interpersonal and relationship building skills including working independently with clients.
Strong project management and client communication skills including budgeting and job completion.
Team management skills - the ability to coach, motivate and direct a team of people.
Team player with a positive ‘can do’ approach.
Creative problem solving ability.
Excellent verbal and written communication skills.
Experience in delivery of quality client service.
A working knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas including a specialization.
An in depth understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.
Projects confidence and credibility in dealing with clients.
Have strong presentation skills.
Good emotional intelligence. (Emotional intelligence describes a person’s ability to understand his or her own emotions and the emotions of others and to act appropriately based on this understanding. Good emotional intelligence is an ability, capacity, or skill to perceive, assess, and manage the emotions of one’s self, of others, and of groups. It is about having empathy for others. It is about standing up for what you believe in a tactful and respectful way. It is about not jumping to conclusions, but getting the whole picture before you react.)
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