Manager, Client Advisory Services

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.

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

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

• 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