Manager - Managed Services

Position Summary

Essential Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Participate in client onboardings to ensure transaction and accounting alignment while developing a process to address individual client needs.
• Lead internal and external meetings with a professional and polished approach.
• Conduct or review bank and other balance sheet account reconciliations.
• Conduct or review payroll reconciliations.
• Review and approve account classifications.
• Perform daily tasks to facilitate ongoing client operations.
• Ensure the completeness and accuracy of the General Ledger (G/L) by reviewing for any missing transactions.
• Supervise and review weekly “Open Items” and “To-Be-Coded” lists, overseen by the Controller.
• Prepare initial/draft Management Reporting Package for multiple clients each month, subject to review/completion by the Controller.
• Collaborate with team to enhance efficiency and maintain quality standards.
• Coordinate process and technology to comprehensively solve client tax issues including all state, local and federal income and non-income-based taxes.
• Engage in prospect networking activities at various business, association, and other functions.
• Meet or exceed utilization targets. Consistently meet engagement budgets and proactively address areas where greater efficiency is needed.
• Proactively look for opportunities to sell other services within the firm to help solve client problems with a tactful approach.
• Obtain/Maintain a thorough understanding of the client’s business processes.
• Proactively identify needs for efficiency and process improvement.
• Proactively identify client needs for additional CSH services and out-of-scope requests which should be billed extra for.
• Master the firm’s software, especially department-specific software.
• Live and promote the firm’s mission, REAL Values, and The CSH Way.
• Perform other duties as required or assigned.
  

Supervisory Responsibilities

• Take a proactive role in guiding, training, and investing in team members through on-the-job training, sharing valuable insights and facilitating opportunities for skill development.
• Regularly provide feedback to help employees understand their strengths and areas for improvement.
• Play a crucial role in fostering accountability within the team. Assign responsibilities, monitor progress, and ensure deadlines are met, promoting a sense of responsibility and discipline among employees.
• Help allocate resources effectively by assessing workloads and distributing tasks among team members. Ensure that each employee's skills and expertise are utilized optimally, leading to increased productivity and better outcomes.
• When conflicts arise, step in as a mediator to resolve issues and maintain a harmonious work environment.
• Act as an advocate for team members, promoting their achievements and identifying opportunities for growth.
• Make critical decisions that align with the organization's goals and objectives. Provide strategic direction to teams, ensuring that everyone is working toward a common purpose and contributing to the overall success of the firm.
• Offer support and encouragement to team members. Provide recognition for a job well done, offer guidance during challenging times, and create a positive work environment that fosters motivation and job satisfaction.
• Delegate tasks to team members, enabling them to distribute workloads and prevent individuals from becoming overwhelmed.
  

Required Skills

• A willingness and ability to work independently and in a team environment.
• Strong analytical skills and attention to detail.
• Excellent interpersonal skills.
• Excellent oral and written communication skills.
• Exhibit critical thinking and problem-solving skills.
• Exhibit strong project management skills.
• Ability to prioritize and focus in a high-speed, multi-tasking environment.
• Proficient with Microsoft Office applications.
  

Required

EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting, finance or equivalent experience.
  

Preferred

• Active CPA/CA license or working towards a CPA/CA
• 3+ years of experience managing a General Ledger (G/L).
• Experience working in a paperless environment.