Manager, Client Advisory Services

Summary of Job Duties

• Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department.
• CAS managers with Condley and Company engage with clients' complex accounting situations, providing them with peace of mind and the opportunity to add value to their businesses.

CAS managers

• Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and other related accounting services tasks
• See the big picture for clients' business, objectives, and industry; think creatively to solve business problems as well as team conflict
• Take responsibility for service quality, thoroughness and accuracy; proactively work with clients to gather data and follow-up on open items
• Analyze and interpret detailed information and research according to client circumstances; a ssess problems and issues and interprets the implications for the client

Minimum Entry Requirements

• Bachelor's degree and CPA license
• Knowledge of payroll preparation and payroll tax reporting
• Knowledge of general ledger review and financial statement preparation
• Advanced understanding of accounting procedures
• Experience with QuickBooks, Pak Energy, or Sage Intacct is a plus
• Authorized to work in the United States permanently without the requirement of sponsorship

Role Success Factors

As a Manager, you will help lead a team to resolve complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include:

• Display problem-solving skills and effective, insightful, and timely communication skills
• Maintain a high level of organization
• Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team
• Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy
• Meet charge hour and realization expectations for each job, consistently producing a high-quality work product
• Maintain a working knowledge of Microsoft Office suite products and other firm software
• Work autonomously under the pressure of tight deadlines and multiple priorities
• Retain learning/knowledge from one client to the next; continuously apply and build on prior learning

Key Development Opportunities

• Interact and collaborate with Senior Managers and Partners
• Learn more about the various service lines - what we offer as a firm
• Attend and assist with leading CAS department meetings and trainings
• Take initiative, seeking exposure to more complex clients and projects
• Seek exposure to multiple teams/people/work styles from which to learn
• Read journals/publications and internal professional publications
• Networking: community and professional organizations, alumni programs, etc.