An Accounting Manager with a focus on healthcare clients is needed to join a growing small business accounting team. This role involves refining skills across various industries, with a particular emphasis on medical, dental, and veterinary practices. It suits a professional who enjoys continuous learning, client-facing interactions, and mentoring junior staff on the impact of accounting in the business world.
Responsibilities
Execute engagements from start to finish by coordinating all phases, including planning, field work, review process, and communication to the client
Follow the progress of the work during an engagement in relation to budgeted time expenses and scheduled dates of completion
Determine whether all phases of the engagement are carried out properly and in the best sequence, to anticipate problem areas and questions that will arise
Supervise the preparation of all work products to be provided to the client
Maintain continuous contact with clients throughout the business year and develop a thorough understanding of the client and all facets of their business
Act as main contact for new client onboarding
Evaluate internal controls prepared by the staff
Keep the In-Charge informed of important developments in the work
Communicate any major problems that occur with all the facts, conclusions, and recommendations
Prepare monthly billings
Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures
Ensure all duties are performed efficiently and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season
Assign work to staff members on the basis of their knowledge and capabilities
Prepare and discuss staff performance evaluations
Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers
Effectively lead others, and be actively involved with staff development, take ownership of staff engagement and retention
Conduct stay interviews and work with leadership to resolve any themes
Identify need for staff recruitment, actively participate in interview panels
As appropriate, transfer the client relationship to junior staff to ensure the right work is being performed at each level
Identify poor/low performers and have difficult/direct conversations to manage those individuals up/out with a focus on retaining qualified and quality staff members
Provide individualized and meaningful recognition to staff members, focusing on intrinsic rewards
Ensure career pathways “heatmaps” of direct reports are accurate and reflective of the work performed
Millions of jobs, with real people getting hired every day
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New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Have documented, yet evolving, career plans in place for each direct report
Align with the firm strategy and communicate developments to staff, explaining the “why”
Work with mentor to continue to develop career path
Research complex topics and propose findings in an analytical, concise manner, including recommendations
Participate and/or lead in SVA and community events, professional, civic, or charitable organizations
Actively participate in a business and/or industry association
Utilize internal and external learning opportunities
Continue to refine project management skills
Serve as a mentor to multiple members of the accounting staff
Expand services for existing clients
Develop business consulting acumen
Develop and present internal and external training, including writing articles for publication
Lead moderate to complex internal projects
Network with COI’s
Achieve client retention targets
Achieve new and existing cross selling and upselling goals
Requirements
Bachelor’s degree in Accounting or related field
Minimum of 5 years’ experience in public accounting
CPA, EA, or equivalent certification
Important Details
Locations: Brookfield, WI or Madison, WI
Schedule: 55 hours per week during busy season (including weekends), and 40-45 hours per week during non-busy season
About the Company
SVA is a professional services firm that has been certified as a Great Place to Work®.