Under minimal supervision, directs all operational functions of assigned department or team. Employees in this job class plan and execute business strategies for services and business development; coordinate and integrate activities with peers and/or other departments; and assume responsibility for profit and loss results.
A Director has similar responsibilities as a Partner, but without ownership. This job class requires knowledge of advanced accounting principals and industry expertise and the ability to lead a variety of business and operational functions, maintain positive client and employee relations and produce high-quality results for the firm.
Core Responsibilities:
Leading Managing and Holding People Accountable (LMA)
Support Growth Strategies
Meeting the engagement, financial goals/metrics (financial sustainability)
Develop Successors
Taking care of the client
Essential Functions:
Has overall responsibilities for the department’s performance; manages and directs all aspects of the firm’s policies, objectives, goals and initiatives through delegation, motivation and coordination of efforts with direct reports.
Provides leadership to staff; ensures a competent, motivated staff through hiring, assignment, and training, supervising and reviewing performance of direct reports.
Represents the firm to its customers and the general public. Attends client meetings and regularly scheduled staff/department meetings.
Planning, budgeting and scheduling of engagement and/or client work.
Responsible for client relations including attraction and retention.
May perform General Services Professional duties
May perform Professional Standards Review duties such as final report review of financial statements; work with engagement or client manager on accounting, auditing, or financial reporting matters; review schedules and work papers of corrected and uncorrected misstatements.
Stand in for Partner, as assigned.
Minimum Qualifications:
Minimum of 8 years of experience in public accounting, corporate accounting required with at least 3, but typically 4 +, years of experience as a Manager/Senior Manager.
Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.
Hold an active and “in-good standing” CPA license from appropriate state.
Strong and effective communication skills including the proven ability to make presentations and respond to inquiries from Partners, clients and public groups.
CPA License (active/in good standing) from appropriate state
Numbers & Facts
Location
Sacramento, CA
Skills
Accountingunmatched
Budget Managementunmatched
Business Developmentunmatched
Business Operationsunmatched
Business Planunmatched
Business Servicesunmatched
Business Strategyunmatched
Calendar Managementunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Develop and Maintain Customersunmatched
Employee Relationsunmatched
Financial Auditunmatched
Financial Reportingunmatched
Financial Statementsunmatched
Leadershipunmatched
People Managementunmatched
Performance Analysisunmatched
Presentation/Verbal Skillsunmatched
Profit & Loss Managementunmatched
Public Accountingunmatched
Sales Managementunmatched
Staff Motivationunmatched
Time Managementunmatched
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