Manager, Accounting Services

We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE!

While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)

You’ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we’ll support you along the way.

Role and Responsibilities:

• Completes, oversees, and reviews accounting responsibilities, including completion of planning and wrap-up procedures
• Responsible staff for A and B level clients and assists partners/managers with A and B level clients
• Maintains and develops strong relationships with clients by meeting with client leaders and other stakeholders to understand their business and trends in their industry
• Supervises, trains, and instructs staff and senior associates on engagements and ensures all deliverables are accurate and conclusions are documented properly
• Oversees creation of engagement plans and approaches for team members and confirms all firm standards are met
• Evaluates and adjusts engagement processes and approaches to ensure projects are completed accurately and efficiently
• Supports department’s overall planning efforts including assignment of projects, creation of project budgets and development of department’s staffing plan
• Monitors and reviews engagement realization reports and budgets for projects they oversee
• Reviews client issues, evaluates solutions, determines recommended approach and communicates with clients and firm leaders
• Performs and oversees technical research completed by team members and provides a summary of findings to engagement team and clients as needed
• Focuses on professional and leadership development
• Participates in hiring, on-boarding and training programs for department
• Participates in business development activities on behalf of firm and participates with leaders to obtain new clients
• Supports and participates in implementation of special projects to improve the department and firm

Qualifications:

• Bachelor’s Degree in Accounting required
• Minimum 5 years of experience in professional services role
• CPA required
• Advanced knowledge of GAAP and/or IRS regulations is required
• Experience conducting complex technical research and drawing conclusions from research
• Advanced knowledge of relevant computer applications including Microsoft Applications
• Strong interpersonal and communication skills is required
• Problem analysis and problem-solving
• Development of leadership skills is required
• Experience managing engagement teams
• Confidentiality and professionalism

Whalen CPAs is an equal opportunity employer. The company 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.

“Being smart, technically competent, and remarkably human are requirements.”

Even if you don’t check all the boxes, apply! You’ll be glad you did.

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