12/15/2020
SUMMARY
This position is the liaison between the Partner, the client, and the Staff from Brown Armstrong’s Fresno office. Responsible for managing multiple small business accounting projects and client engagements simultaneously, providing quality client service, maintaining profitable client relationships, and scheduling, staffing, and coordinating engagement workflow. Develop and train staff, and make associations to develop new business for the Firm.
ESSENTIAL FUNCTIONS:
•Manages and completes multiple engagements of all levels of complexity with an emphasis on quality standards, timely completion, and profitability. Ensures that financial statements, audits, and letters of recommendation are prepared in accordance with professional and Firm standards.
•Keeps the partners informed of all important developments on engagement, analyzes problems, and recommends solutions.
•Resolves client issues and problems. Anticipates problem areas of an engagement and questions that will arise. Assists other departments in client small business matters. Acts as a liaison for other accounting and consulting services provided by the Firm and strategic alliances of the Firm.
•Supervises, trains, and develops staff assigned to engagements managed including the preparation of work-papers and financial statements.
•Leads satellite office and provides updates to human resources and partner for suggestions and concerns.
•Conducts engagement completion and mid-year performance evaluations for staff and provides data for the preparation of the annual performance evaluation.
•Prepares invoices for partner review and approval. Communicates details of fees to clients. Assists in the collection of past due client balances. Reviews and monitors engagement WIP to ensure adherence to engagement time and billing budget.
•Maintains a current knowledge of industry trends of assigned industry niche to improve market share. Gains knowledge of new and emerging accounting practices, procedures, and legislation that could benefit existing client base.
•Accountable to supervise, engage, and manage satellite office including staff and office space.
WE OFFER: PAID VACATION, BONUS ELIGIBILITY, PAID HEALTH INSURANCE, DENTAL, VISION, 401(K), COMPETITIVE WAGES, PAID TRAINING, AND A LONG-TERM CAREER PATH.
BE PART OF A UNIQUELY SUPPORTIVE COMMUNITY: We care for our clients and each other by delivering high-quality services with a personal touch because with us, it’s never just a job, it’s a career.
