Address
Form of workManager
For our Client Accounting & Advisory Services Group (CAAS)
HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Client Accounting & Advisory Services Manager.
SUMMARY
The Manager will be responsible for oversight and direction of multiple engagements and special assignments. The role requires oversight of multiple team members, review of working papers and financial reports for accuracy and ability to maintain client relationships across a variety of industries and sizes. This is a client facing role.
QUALIFICATIONS
- Bachelor’s or advanced degree in Accounting
- 5 + years of public or private accounting experience
- Experience supervising multiple team members across remote environment
- Ability to meet deadlines and take ownership of work
- Strong communication, organizational and time management skills
- QuickBooks experience required
- com experience required
- CPA or CPA candidate preferred
- Sage Intacct experience preferred
- GAAP understanding preferred
RESPONSIBILITIES
- Maintain ownership of multiple engagements across a variety of industries and sizes
- Develop and maintain a thorough understanding of the clients accounting operations
- Obtain working knowledge of accounting software packages
- Review month end close procedures and provide constructive feedback to team members
- Prepare financial statements for clients by the agreed upon deadline
- Prepare custom financial reports
- Ensure work is performed in accordance with established timelines and budgets
- Identify opportunities for additional client services
- Interact with clients on a regular basis
- Train, oversee and develop team members
- Facilitate outside annual audits
- Effectively communicate all aspects of work performed to clients, team members and principals
- Ability to research and resolve complex accounting questions
BENEFITS WE OFFER:
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance.
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 9 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
- And Much More…
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
