Manager, Client Advisory Services

Job Description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance.

Job Duties

Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes

Review accounts and research discrepancies

Provide oversight of the accounts receivable and accounts payable process

Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity

Develop work plans, project timelines, and key milestones

Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements

Review account balances and financial statements

Research issues identified by staff and works toward resolution

Ensure proper workpaper documentation for all accounts

Managing regulatory requirements and internal reporting deadlines

Participate in quality assurance initiatives

Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance

Communicating frequently and effectively with client contacts

Provide general accounting feedback and recommendations to clients

Ensure delivery goals are met by the team through process management and inter-departmental communication

Identify client issues and deficiencies and assist with recommending solutions

Act as the primary client contact

Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions

Actively listen to clients, provide timely responses and address client needs effectively

Facilitate client meetings and involve junior team members in these

Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones

Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support

Prepare, communicate and monitor budgets on client engagements

Act as a coach to junior team members

Share knowledge, insights, and best practices with others through training, coaching, or mentoring

Provide timely feedback to team members

Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes

Facilitate frequent meetings with direct reports and assists with setting their performance goals

Supervise a team for day-to-day management of scheduling, training and procedure

Provide guidance and direction to team members to develop skills and overcome challenges

Delegate work effectively to staff based on their qualifications, capabilities, and interests

Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members

Act as a technical resource to support project teams, troubleshoot issues, and provide guidance

Recognize issues and develop resolutions and consults with leadership if necessary

Communicate potential additional service offerings to clients

Nurture established networks in establishing full-cycle business development

Participate in the development and implementation of solutions to clients

Complete and document research calls in a timely fashion

Other duties as assigned

Requirements

Knowledge of the market and industry trends

Prior business experience and ability to apply that experience to a wide range of client situations

Technology skills in MS Word, Excel, PowerPoint, and Outlook, QuickBooks, QuickBooks Online, and other software

Familiarity using a CRM

Ability to motivate and lead staff

Strong attention to detail

Ability to meet tight deadlines and manage unexpected and sometimes urgent firm or client matters as they arise

Project management and time management skills

Unrelenting commitment to client satisfaction

Education:

Bachelor’s degree in accounting

Master’s degree preferred

Experience:

Minimum of 7-10 years of experience or relevant experience

Team and project management experience required

Licenses/Certifications:

QuickBooks Online Pro Advisor Certification

CPA License

Benefits

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k with 3% contribution)

Life Insurance (Basic, Voluntary & AD&D)

Family Leave (Maternity, Paternity)

Short Term & Long Term Disability

Training & Development

Wellness Resources

Four (4) weeks PTO

Twelve (12) paid holidays, of which three (3) are floating holidays

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Full-time

Fully remote