Accounting Manager (Closely Held Business)

About the role

This role is an integral part of our clients' businesses. It is a highly visible and impactful role, both internally to SVA and externally to clients.

Responsibilities

• Execute engagements from start to finish by coordinating all phases of an engagement while ensuring budget allocations are achieved.
• Supervise the preparation of all work products to be provided to the client.
• Maintain continuous contact with clients throughout the business year and develop a thorough understanding of the client and all facets of their business.
• As main contact for new client onboarding.
• Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
• Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55+ hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
• All other duties as assigned.

Supervision and Leadership

• Assign work to staff members on the basis of their knowledge and capabilities.
• Prepare and discuss staff performance evaluations.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
• Effectively lead others, and be actively involved with staff development, take ownership of staff engagement and retention.
• Conduct stay interviews and work with leadership to resolve any themes.
• Actively participate in interview panels.
• As appropriate, transfer the client relationship to junior staff to ensure the right work is being performed at each level.
• Provide individualized and meaningful recognition to staff members.
• Focus on intrinsic rewards.
• Align with the firm strategy and communicate developments to staff.
• Explain the “why”.

Professional, Personal and Business Development

• Work with mentor to continue to develop career path.
• Participate and/or lead in SVA and community events, professional, civic or charitable organizations.
• Utilize internal and external learning opportunities.
• Serve as a mentor to multiple members of the accounting staff.
• Expand services for existing clients.
• Develop and present internal and external training, including writing articles for publication.
• Achieve client retention targets.
• Achieve new and existing cross selling and upselling goals.

Qualifications

• Education: Bachelor’s degree in Accounting or related field required.
• Experience: Minimum of 6 years’ experience in public accounting required.
• Professional Certification: CPA, EA, or equivalent certification preferred.