A Manager in the Client Advisory Services (CAS) department is tasked with ensuring client deliverables are completed timely and meet the company’s quality standards. This role involves close collaboration with the team to ensure timely delivery of collective output to clients. The Assistant Manager also mentors junior and senior staff to enhance their skills, quality of work, and competencies. Their responsibilities include reviewing Financial Statements, preparing complex financials, planning team tasks, conducting reviews, implementing best practices, onboarding clients, and more.

• Reviewing and analyzing the accounting work is the primary focus of this role.
• Learning to review and finalize tasks completed by fellow associates.
• Team management 
• Identifying errors in completeness and accuracy and finding training opportunities for the preparation team.
• Providing feedback and clear instructions on errors and how they can be rectified. Feedback is documented in the review notes.
• Ensuring all files, supporting documents, and signoffs are complete at the end of the project.
• Communicating noteworthy items and the conclusion of analysis on reported figures.
• Presenting best practices in categorization and supporting documentation.
• Maintaining continuous focus on the adequacy of transactional documentation.
• 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.

• Manage the team directly and manage the job manager upwardly through regular check-in meetings and discussions.
• Work closely with the team to meet their needs promptly.
• 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 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.

Essential Qualifications 

• Experience of financial statement reviews, preparation of complex statement.
• QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).
• 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.
• Experience working in CPA firms preferred.
• Exposure to working on various domains like Manufacturing, Service, Retail & Distribution.
• Team handling and experience in the complete performance appraisal for the team members.
• Recent QBO or Intacct or similar accounting package experience.
• Should have a good familiarity with software tools and systems.
• Prior supervisory and training experience, prior accounting software experience, prior business management experience.