Assistant Manager
(8 to 10 years of Accounting experience)

Under the direction of a Manager, the Associate Manager works on client deliverable
in a timely fashion, with the expected quality in accordance with company policies and
procedures. Assistant Manager works closely with the team to deliver the collective
output to the client on a timely manner. He also coaches the junior/senior staff to
improve their skills, quality and competencies. Responsible for review of Financial
Statements and preparation of some of the complex financials. Team's task planning,
reviews, best practices, client onboarding, etc.
Note: This is a leadership role. The candidates should have experience and exposure to
most of the areas mentioned in responsibilities and expectation section below.

• Primary focus of this role is review of other’s work and analysis.
• In the process of learning to review and finalize work prepared by other
associates.
• Look for errors in completeness and accuracy as well as training opportunities
for the preparation team to be more effective in the future.
• Provide feedback and clear instruction of what the errors were and how they
can be fixed. Document feedback in the review notes tool.
• Wrap up the project and ensure all files, supporting documents, and signoffs are
complete as appropriate.
• Communicate items of interest and conclusion of analysis on reported numbers.
• Offer best practices in classification and supporting documentation.
• Provide ongoing attention to the sufficiency of transactional documentation.
• Able to service complex projects with minimal instruction or guidance.
• Calculate and prepare metrics such as key performance indicators (KPI's) and
dashboards for client use.
• Directly downward manage the team and upward manage the job manager via
recurring check-in meetings and discussion.
• Directly downward manage the team and upward manage the job manager via
recurring check-in meetings and discussion.
• Collaborate with the team to address their needs in timely manner.
• Learn Wipfli Way to enhance the team collaboration and collectively work
towards common objectives.
• Work with the performance coach to develop the skills required to go up in the
value chain.
• Train the staff on multiple core skills, processes, tools, etc.
• Participate in operational support activities related to the practice/team
appraisals and goal setting of assigned associates.
• Assist in issue resolutions, improve collaboration among the teams, etc.
• Ability to work independently under tight time schedules.
• Ability to analyze data and recommend solutions.
• Ability to identify, address and resolve client concerns.
• Ability to maintain client confidentiality, personal objectivity, and professional
skepticism.
• Ability to present a professional appearance and demeanor.
• Ability to be flexible with scheduling to meet workflow demands.
• Proficiency in Word, Excel, Adobe, PPT, Outlook and one or more accounting
packages such as QBO, Intacct, etc.

• Work on the assigned client or organizational audit/accounting work to produce
the expected result in timely manner.
• Have regular interactions with the clients, seniors, and other office counter parts
to collaborate on multiple tasks.
• Communicate work plan status and issues for both client and Senior Specialists.
• Coach and guide the assigned seniors on advanced accounting practices &
methodologies, financial statement preparation.
• Meet the communication and documentation standards to produce the
expected and related work.
• Participate in improving the processes, practices, tools & systems.
• Participate in advisory initiatives.
• Collaborate with other team members to assist them with the deliverables or
dependencies.
• Preparation & review of complex financial statements/audit areas.
• Pro-active engagement with the clients and managers on growth, expansion and
advisory areas.
• Participate in staffing planning, practice related activities, hiring, etc.
• Team management: Task allocation, tracking, reviews, coaching, issue resolution.