Client Services - Audit Manager

About the role

Gray, Gray & Gray is one of New England’s fastest growing independent full-service consulting, accounting and advisory firms. We are seeking a highly motivated, enthusiastic professional with a high level of commitment to growth and development to join our team in our beautiful Canton, MA office (currently offering remote work options with ongoing flexibility).

Responsibilities

• Oversee multiple client engagements; planning, executing, directing, and successfully completing engagements while managing to budget
• Maintain day-to-day management of engagements to ensure services are delivered in a timely manner
• Develop and maintain excellent client relationships through superior customer service
• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
• Recognize and resolve potential or existing problems with appropriate research and consulting, as necessary
• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
• Aid in the development and execution of department’s various training programs
• Set and monitor budgets, assist with staff scheduling and workload assignments
• Prepare client billings timely and direct and assist with collection efforts
• Establish and conduct formal training seminars for staff members
• Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
• Participate in recruitment events, employee performance management, training support, and business development opportunities

Key Success Factors

• Ability to motivate, develop and direct team members as they work
• Ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Ability to train, orient and mentor staff
• Ability to review and evaluate the work of others
• Detail oriented and improvement focused
• Flexibility to change direction frequently
• Actions support the “Culture of Helpfulness” and “Continuous Improvement” Core Values
• Client satisfaction
• Build book of business
• Respect of Staff & Leadership

Required Experience

• CPA with 5+ years of progressive CPA firm experience
• BS in Accounting, MS or MBA preferred
• Ability to adjust schedule based on peak workload times in the department