Manager - Client Advisory Services

Job highlights

• Experience in team leadership and advanced accounting practices with strong skills in audit, financial statement preparation, and client advisory
• Lead and manage a team of 8-10, oversee operations, prepare KPIs, handle complex projects, mentor associates, and engage with clients and seniors for audit and advisory tasks

Role and Responsibilities:

• Lead the team of around 8-10 people to give the best client service. through deliverables and interactions.
• Oversee day-to-day operations across Industry and ensure alignment with organizational goals and quality standards.
• Develop strong AM group who can inturn develop their team committed to integrity and excellence in their deliverables.
• Identifying trends in completeness and accuracy and finding training opportunities for the preparation team.
• Communicating noteworthy items and the conclusion of analysis on reported figures.
• Monitor teams performance and optimize resource allocation for maximum impact.
• Handling complex projects with minimal instruction or guidance.
• Computing and preparing metrics such as key performance indicators (KPIs) and dashboards for client utilization.
• Managing the team directly and managing the job manager upwardly through regular check-in meetings and discussion.

Role expectations:

• Execute assigned client or organizational audit/accounting tasks to deliver expected results promptly.
• Engage regularly with clients, seniors, and other office counterparts for collaborative task completion.
• Communicate the status of the work plan and any issues to both clients and associates.
• Mentor and guide assigned Associates on advanced accounting practices, methodologies, and financial statement preparation.
• Adhere to communication and documentation standards to produce expected and related work.
• Contribute to the improvement of processes, practices, tools, and systems.
• Participate in advisory initiatives.
• Collaborate with team members to assist them with their deliverables or dependencies.
• Prepare and review complex financial statements and audit areas.
• Engage proactively with clients and managers on growth, expansion, and advisory areas.
• Participate in staffing planning, practice-related activities, hiring, etc.
• Manage the team: Allocate tasks, track progress, conduct reviews, provide coaching, and resolve issues.