Job Description Role and Responsibilities:
n n Lead the team of around 8-10 people to give the best client service. through deliverables and interactions.
n Oversee day-to-day operations across Industry and ensure alignment with organizational goals and quality standards.
n Develop strong AM group who can inturn develop their team committed to integrity and excellence in their deliverables.
n Identifying trends in completeness and accuracy and finding training opportunities for the preparation team.
n Communicating noteworthy items and the conclusion of analysis on reported figures.
n Monitor team's performance and optimize resource allocation for maximum impact.
n Handling complex projects with minimal instruction or guidance.
n Computing and preparing metrics such as key performance indicators (KPI's) and dashboards for client utilization.
n Managing the team directly and managing the job manager upwardly through regular check-in meetings and discussion.
n n Technology skills and Competencies:
n n Learn the Wipfli Way to boost team collaboration and work collectively towards shared goals.
n Collaborate with the performance coach to develop necessary skills for career progression.
n Train the staff on various core skills, processes, tools, etc.
n Participate in operational support activities such as practice/team appraisals and goal setting for assigned associates.
n Assist in resolving issues and enhancing team collaboration.
n Ability to work autonomously under strict time schedules.
n Ability to scrutinize data and propose solutions.
n Ability to identify, address, and resolve client issues.
n Ability to uphold client confidentiality, personal objectivity, and professional skepticism.
n Ability to maintain a skilled appearance and demeanor.
n Ability to adapt scheduling to meet workflow demands.
n Proficiency in Word, Excel, Adobe, PPT, Outlook, and one or more accounting packages such as QBO, Intacct, etc.




n n Role expectations:
n n Execute assigned client or organizational audit/accounting tasks to deliver expected results promptly.
n Engage regularly with clients, seniors, and other office counterparts for collaborative task completion.
n Communicate the status of the work plan and any issues to both clients and associates.
n Mentor and guide assigned Associates on advanced accounting practices, methodologies, and financial statement preparation.
n Adhere to communication and documentation standards to produce expected and related work.
n Contribute to the improvement of processes, practices, tools, and systems.
n Participate in advisory initiatives.
n Collaborate with team members to assist them with their deliverables or dependencies.
n Prepare and review complex financial statements and audit areas.
n Engage proactively with clients and managers on growth, expansion, and
n advisory areas.
n Participate in staffing planning, practice-related activities, hiring, etc.
n Manage the team: Allocate tasks, track progress, conduct reviews, provide coaching, and resolve issues.
n n Essential qualifications and Experience Required:
n n Experience of financial statement reviews, preparation of complex statements.
n QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).
n Experience in non-profit industry accounting.
n 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.
n Recent QBO or Intacct or similar accounting package experience.
n Should have a good familiarity with software tools and systems.
n Prior supervisory training experience, prior accounting software experience, prior business management experience
n

📌 Manager - Client Advisory Services (US Accounting) (Bengaluru)
🏢 Wipfli India
📍 Bengaluru