Client Manager (Client Accounting Services) bei Nichols Accounting Group PC

Description

Client Accounting Services Manager | CAS Division

Job Description & Position Post

STATUS: Full time, salary exempt

JOB POSTING:

We are hiring a CAS Manager in our Client Accounting Services (CAS) division to join our team at our Nampa office. We were voted as one of Idaho’s Best Places to Work Firm three years in a row - this means that we care about culture, work-life fulfillment, and we have some fun along the way!

WHAT WE OFFER:

• Competitive salaries & benefits
• Opportunities for career growth & development
• Access to the top – work directly with Senior Leaders
• Flexible work arrangement options to help you balance work, life, and family

OUR CORE VALUES:

Principled, Authentic, Intentional, Determined

OUR MISSION:

To glorify God by using our knowledge, skills, and talents to develop our employees to be leaders assisting the business community in growing healthy, strong organizations

SUMMARY:

• Serve as primary contact for client communication and consulting projects
• Manage client billings, engagements, and contracts
• Review complex client accounting services deliverables and conduct regular meetings with clients as needed
• Communicate technical information to clients effectively
• Manage business relationships, develop new business opportunities
• Problem solving, strategic planning, cash flow planning, and more!
• Coach and develop professional staff

SUPERVISION: Works under the direct supervision of a Principal, Pod Lead or CAS Division Manager

POSITION DETAILS:

1. Meets performance objective

• Responsible for the financial outcomes of managed clients and projects
• Demonstrates a cooperative and professional attitude and communicates clearly and professionally, both in verbally and written

2. Possesses technical knowledge of accounting and tax principles

• Approve client engagements, deliverables and billings while understanding the principle of value billing and completing client billings monthly
• Demonstrated ability to monitor and manage multiple client relationships, deadlines, business development, deliverables revenue targets,
• Proactive approach to problem solving, ability to see opportunities for client service expansion, sell new service offerings, new clients and consulting to meet client needs

3. Manages workflow

• Manage client billings, engagements, contracts and accounts receivable
• Serves as a fractional Controller for clients overseeing cash flow, budgets, and financial results
• Demonstrated ability to translate client data and trends to KPI’s or action items
• Strong understanding of technical, complex issues related to accounting and business consulting

4. Actively engages in the work of an accounting professional

• Willingness to work additional hours, as needed, through peak seasons and in the weeks leading up to critical department deadlines
• Participates in Nichols events, trainings, Rocks/goals, coaching, staff meetings and town hall sessions, may be asked to lead technical or other training to support Firm development

5. Knowledge of Microsoft operating systems and applications (Excel, Word, Outlook), ability to learn new systems quickly

6. Demonstrates understanding and clarity of Nichols structure, values, mission and focus

7. Other duties as assigned

EDUCATION AND EXPERIENCE:

• Four-year accounting degree + CPA or CMA license preferred, not required
• Minimum of five years’ experience in tax, accounting, or related

SALARY: $90,000+ DOE, annually

PHYSICAL REQUIREMENTS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions, including extended hours of sitting and the ability to lift and maneuver client files or folders, up to 20 pounds.

Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, or any other characteristic protected by federal, state or local laws.