Position: Manager – Client Advisory Services
(10 to 14 years of US Accounting experience)
Role and Responsibilities:
- 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 discussions.
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 professional skepticism.
- Ability to maintain a qualified appearance and demeanor.
- Ability to adapt scheduling to meet workflow demands.
- Proficiency in Word, Excel, Adobe, PPT, Outlook, and one or more accounting packages