Accounting and Client Services Manager

Job Title: Accounting and Client Service ManagerLauber Business Partners is recruiting an Accounting & Client Service Manager in this direct hire role with our client, a wealth management firm located in Brookfield.  This role will expose you to a variety of disciplines, including accounting, financial planning, business structuring, estate planning, taxation, and investments.As an Accounting and Client Service Manager, you will assist and collaborate with leadership in the overall management of an assigned client base. Your primary responsibilities will include overseeing projects and schedules, supervising client service teams, and reviewing the work prepared by staff accountants.Our client offers a collaborative environment, competitive salary, comprehensive benefits, discretionary profit-sharing program and educational reimbursement plan.  Apply today to this exciting opportunity!Duties and Responsibilities:Oversee projects and schedules, supervise client service teams, and manage relationships with client base and/or client staff teams. Typical responsibilities may include meeting preparation, financial statement preparation, bill payment, investment performance, asset allocations, money transfers, cash flow, estate planning, etc.Review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, and write-up work for all entity types (C and S corporations, partnership, fiduciary, non-profit, and gift).Serve as the point of contact and center of knowledge for assigned clients in the absence of leadership by developing a familiarity with assigned client histories and habits, as well as a comprehensive understanding of all aspects of the assigned families’ service needs.Oversee department knowledge of software, processes, and workflows.Evaluate internal controls and suggest and implement improvements or enhancements to create efficiency.Organize, prioritize, understand, and effectively assign work/projects to staff and ensure timely and accurate completion. Act as a resource to answer questions and provide guidance to solve problems.Direct ongoing employee training and assist with training for new hires.Seek opportunities for the firm to develop and grow future leaders, and participate in the development and teaching of internal courses.Review simple tax returns completed by staff, ensuring they are ready for submission to the leadership for final review with a high level of accuracy.Prepare and/or review monthly or quarterly client bills for review by the leadership.Supervisory Responsibilities: Regularly supervise firm members. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.Qualifications:Bachelor’s degree in accounting or a master’s in business administration with an undergraduate degree in finance.Previous staff accountant or equivalent experience.Experience reviewing tax returns and financial statements completed by other staff members.CPA license desired.Computer Skills:Familiar with Microsoft Office products, Excel expert.Knowledge of QuickBooks, ProSystem Tax is desired, and the ability to learn other software packages as needed.

Salary : $115,000 - $130,000