Overview Position: Manager – Client Advisory Services (10 to 14 years of US Accounting experience) 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 team’s 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 (KPI’s) and dashboards for client utilization. • Managing the team directly and managing the job manager upwardly through regular check-in meetings and discussions. Technology skills and Competencies: • Learn the Wipfli Way to boost team collaboration and work collectively towards shared goals. • Collaborate with the performance coach to develop necessary skills for career progression. • Train the staff on various core skills, processes, tools, etc. • Participate in operational support activities such as practice/team appraisals and goal setting for assigned associates. • Assist in resolving issues and enhancing team collaboration. • Ability to work autonomously under strict time schedules. • Ability to scrutinize data and propose solutions. • Ability to identify, address, and resolve client issues. • Ability to uphold client confidentiality, personal objectivity, and professional skepticism. • Ability to maintain a professional appearance and demeanor. • Ability to adapt scheduling to meet workflow demands. • Proficiency in Word, Excel, Adobe, PPT, Outlook, and one or more accounting packages such as QBO, Intacct, etc. 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. Essential qualifications and Experience Required: • Exerience of financial statement reviews, preparation of complex • QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting). • Experience in Non-profit industry accounting. • At least 6 years of job-related experience in the public accounting field with an emphasis on U.S. GAAP accounting specifically related to small to mid-size businesses or at least 6 years of job-related experience as a controller for a small to mid-size U.S. company. • Recent QBO or Intacct or similar accounting package • Should have a good familiarity with software tools and • Prior supervisory and training experience, prior accounting software experience, prior business management experience