Overview:
The Manager position is a leadership role that focuses on overseeing engagements, managing teams, and liaising with clients on strategic matters. Managers take on a more strategic role within the firm, with a focus on growth, profitability, and the delivery of high-quality services.
Core Competencies:
- Advanced Accounting & Taxation Knowledge: Expertise in accounting, assurance, and taxation for various industries.
- Leadership and Team Development: Strong managerial skills, with the ability to lead and develop a team of accountants.
- Client Management: Ability to manage complex client relationships, anticipate client needs, and provide strategic advice.
- Business Development: Actively contributing to firm growth by identifying new business opportunities and expanding existing client relationships.
- Strategic Thinking: Ability to provide strategic insights and recommendations to clients
and the firm.
Educational and Experience Requirements:
- Education: Completion of the CPA PEP program and successful completion of the CFE.
- Experience: Typically, 4–6 years of experience in public accounting, with 1-2 years being post-designation years.
- CPA Requirements: CPA designation in good standing.
Responsibilities:
- Manage client engagements, ensuring that work is completed accurately, on time, and within budget.
- Lead assurance engagements, tax planning, and financial consulting for clients.
- Supervise junior, intermediate and senior accountants, providing training and performance reviews.
- Build and maintain strong relationships with clients.
- Identify new business opportunities and contribute to the firm’s growth strategy.
- Provide high-level strategic advice to clients on business issues, tax strategies, and financial planning.