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Manager – Client Services

Manager – Client Services

CompanyAprio
LocationLithonia, GA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • 5-7 Years’ relevant experience; Experience in the Hospitality industry highly preferred
  • Bachelor’s degree in accounting, business, economics, finance, or related field
  • CPA candidate or CPA license preferred
  • Prior tax return or financial statement preparation and review experience
  • Consulting experience preferred
  • Team and task management experience preferred
  • Strong attention to detail
  • Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, etc.
  • Possess strong Leadership skills
  • Demonstrate excellent analytical and problem solving skills
  • Ability to work on many task/projects
  • Ability to be flexible
  • Ability to think critically
  • Possess strong Interpersonal skills
  • Experience supervising a team

Responsibilities

  • Review monthly work for more complex clients
  • Perform budget and profitability assessments
  • Work independently as a lead on medium level clients, receive assistance to gain knowledge on more complex clients
  • Review tax and business returns
  • Prepare more complex tax returns and assist with tax planning
  • Train and develop Supervisors
  • Manage workloads and timelines
  • Onboard new clients
  • Prepare and review consulting level task/projects
  • Handle more complex work assignments
  • Ensure quality of work and client service
  • Work on firm projects that increase productivity, revenue, and overall firm success
  • Start to prepare presentations for clients, building network for revenue growth, and start to find their area of expertise
  • Assist with client billing

Preferred Qualifications

  • Consulting experience preferred
  • Team and task management experience preferred