Accounting Manager (Healthcare)

Overview

SVA is seeking a Manager for the Small Business Accounting team, based onsite in either Brookfield, WI or Madison, WI. This role focuses on Healthcare clients—including medical, dental, and veterinary practices—and offers continuous learning, client‑facing interactions, and mentorship opportunities. You will collaborate with a diverse team, benefit from personalized development, and contribute to an independent firm recognized as a Great Place to Work®.

Responsibilities

• Client Work (60%)
  • Execute engagements from planning through field work, review, and client communication.
  • Monitor progress against budgeted time, expenses, and schedule.
  • Supervise preparation of all client work products.
  • Maintain continuous client contact and develop a thorough understanding of their business.
  • Serve as the primary contact for new client onboarding.
  • Evaluate internal controls prepared by staff and keep the In‑Charge informed of key developments.
  • Communicate major issues with facts, conclusions, and recommendations.
  • Prepare monthly billings and uphold client confidentiality per laws and SVA policies.
  • Work approximately 55 hours/week during busy season (including weekends) and 40‑45 hours/week otherwise.
  • Perform all other duties as assigned.
• Supervision and Leadership (30%)
  • Assign work to staff based on knowledge and capabilities.
  • Prepare and discuss staff performance evaluations.
  • Train staff, provide guidance, and give constructive feedback.
  • Lead staff development, conduct stay interviews, and address retention themes.
  • Identify recruitment needs and participate in interview panels.
  • Transition client relationships to junior staff appropriately.
  • Address low performance with direct conversations while focusing on retaining qualified staff.
  • Provide individualized recognition and maintain accurate career pathway “heatmaps.”
  • Align team activities with firm strategy and communicate the rationale to staff.
• Professional, Personal, and Business Development (10%)
  • Work with a mentor to develop a career path.
  • Research complex topics and present concise analytical findings with recommendations.
  • Participate in SVA and community events, professional, civic, or charitable organizations.
  • Engage in business or industry associations and leverage internal/external learning opportunities.
  • Refine project management skills and mentor multiple accounting staff members.
  • Expand services for existing clients and develop business consulting acumen.
  • Create and deliver internal and external training, including writing articles for publication.
  • Lead moderate to complex internal projects and network with centers of influence.
  • Achieve client retention targets and meet cross‑selling and upselling goals.

Qualifications

• Bachelor’s degree in Accounting or a related field (required).
• Minimum of 5 years of experience in public accounting (required).
• Professional certification: CPA, EA, or equivalent (required).