Senior Manager

The role

You will serve as the technical authority and final reviewer for an assigned portfolio of clients while leading Managers and their teams. You will oversee portfolio economics, approve complex accounting treatments, and build relationships with business owners and advisors.

What you will do

• Serve as the final technical reviewer for an assigned client portfolio and approve complex or non-routine accounting treatment.
• Own preparation and compilation standards, workpaper quality, reporting language, independence decisions, and disclosures.
• Approve the scope, effort estimates, and pricing for cleanup, catch-up, and multi-period reconstruction engagements.
• Manage portfolio realization, margin, pricing, fee adjustments, billing, client acceptance, and continuance of engagement.
• Build relationships with business owners and decision-makers and serve as the primary liaison to tax preparers, auditors, lenders, insurance brokers, and other advisors.
• Lead Managers and their team's, ensuring work is timely, accurate, and held to a consistent standard.
• Own staffing, capacity, resource planning, performance evaluations, ratings, compensation recommendations, development, and retention for the assigned book.
• Coach Managers, create a culture of continuous feedback, and participate in recruiting and selecting talent for the team.
• Produce measurable business development results through service expansion, referrals, cross-selling, proposals, and industry involvement.

Required qualifications

• Bachelor's degree in accounting or finance
• 8-12 years of public or private accounting experience, including substantial experience with after-the-fact, compilation, or outsourced accounting engagements
• At least three years of experience leading a high-performing team, including responsibility for written evaluations, ratings, and employee development
• Advanced Excel skills
• Expert-level knowledge of QuickBooks Online and Desktop, Xero, Sage 50, and related workpaper, trial balance, and document-management tools
• Strong knowledge of 1099 filing, sales and use tax, personal property tax, and payroll tax reporting
• Strong executive presence, research ability, relationship-building skills, and the ability to price and defend fees
• Ability to work additional hours during time-sensitive client periods

Nice to have

• Active CPA license and/or MBA
• Experience leading or working with a collaborative team

Benefits

• 5 Weeks PTO PLUS a firm shut down week
• Health
• Dental
• Vision
• Retirement plans
• Employee Assistance Program
• Parental Leave

About the company

Clark Schaefer Hackett is a firm that invests in its employees where ideas matter and growth is supported.