Client Service Manager – Accounting
Company | Marsh & McLennan |
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Location | Salt Lake City, UT, USA, Dallas, TX, USA, Burlington, VT, USA, Phoenix, AZ, USA, Charleston, SC, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
- Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
- Experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment
Responsibilities
- Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
- Ensure all financial aspects of the client are efficiently managed
- Possess technical ability to discuss regulatory updates with clients
- Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
- Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
- Perform and execute review of financial statements
Preferred Qualifications
- Familiarity with captive policy structures and captive tax issues
- Ability to lead client meetings
- Ability to research complex matters independently