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 discussion.
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 qualified 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