The Manager is the liaison between the Partner, the client, and the professional staff. Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the Firm. Managers play a lead role in maintaining client relationships.
- Responsible for all phases of an audit, compilation, or review engagement.
- Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’ s business.
- Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
- Plans, schedules and staffs engagements using Firm policies and procedures.
- Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
- Prepares engagement letters for approval by Partner.
- Evaluates internal controls and work programs prepared by staff.
- Adheres to engagement time budgets.
- Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
- Anticipates problem areas of engagement and questions that will arise.
- Keeps Partner informed of all the important developments on engagement; analyzes problems and recommends solutions.
- Adheres to accurate and timely billing and collection processes are made.
- Ensures that financial statements, reviews, and letters of recommendation are prepared in accordance with professional and Firm standards.
- Communicates progress of engagements, problems and resolutions to client.
- Works to develop responsible, trained staff by assisting in performance evaluations.
- Prepares invoices to clients, communicates details of fees to clients, and assists in collection of overdue accounts.
- Possesses a complete knowledge of the Firm’ s philosophy and its opinions on financial matters.
- Maintains knowledge of general economic and political trends of possible audit or other legislation that could affect the business climate.
- Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
- Must be familiar with the qualifications of all Assurance & Advisory staff members for the development and instruction of their training needs.
- Participates in reviews and evaluations of accounting professionals.
- Generally requires five (5) to seven (7) years experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
- Minimum of two (2) years experience in a supervisory position.
- Bachelor’ s degree in accounting, or Master’ s degree in accounting.
- Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
- A current and valid CPA’ s license is required.