Accounting Services Senior Manager

The Accounting Services Senior Manager will manage all phases of engagement execution and administration for consulting and accounting services engagements.  This includes management of the department staff and practice development activities. This role requires a high level of skill, knowledge and experience in a broad array of accounting and finance topics including budgeting, forecasting, cost accounting, financial reporting and financial statement close processes. This role is highly complex and often faces ambiguous deliverables and works with complex information (or information that is not readily available). A high degree of autonomy, independent judgement and discretion is required.  Above all, client service is paramount.

Position Type: Full Time

Location: San Antonio, and surrounding areas

Qualifications:

• Bachelor’s degree in accounting
• Public accounting experience
• CPA designation
• 7+ years recent experience in a related field including supervisory experience.
• Experience with financial reporting including extensive U.S. GAAP
• Knowledge of accounting and operational matters for a variety of industries including, restaurants, retail, service organizations and non-profit organizations preferred.
• Base-level knowledge of U.S. income tax and Texas margin tax rules such that CAS clients may be appropriately directed to a taxation subject-matter expert when appropriate.
• Excellent interpersonal communication and problem solving-skills
• Flexibility to travel to client sites (a few clients may be outside of San Antonio)

Responsibilities:

• Manage all phases of engagement execution and administration for consulting and accounting services engagements.
• Develop an understanding of our current client base and identify opportunities to cross sell consulting and accounting services
• Retain and impress existing clients by demonstrating a client focus and sense of urgency to address client needs.
• Execute engagements efficiently through monitoring engagement status regularly, proposing fees that are an effective match for the services provided and identifying out of scope services timely.
• Build relationships with clients to become a trusted member of their team.
• Manage billing of CAS clients
• Lead and train team members within the CAS department
• Recruit, evaluate and interview for talent within the department.
• Provide timely and constructive feedback to team members.
• Identify opportunities for CPE personally and for your team to better execute our services.
• Identify ways to improve our consulting and accounting service offerings through increased efficiencies, expansion of your (and your team’s) skills, and developing/embracing new practices and processes.
• Evaluate and implement the highest level of software and other resources available to the profession, and make software recommendations.
• Participate in sales proposal meetings and draft proposals for services.
• Other duties as needed and assigned.

Expectations:

• This role will be off-site regularly for face-to-face client meetings and participation in business development activities.