Under broad supervision performs advanced accounting functions related to assurance specifications and manages a team of lower level associates for the purposes of client service.
Employees in this job class plan, budget and execute engagements, delegate work and complete report products.
This job class requires knowledge of advanced accounting principals of which would be derived from several years of experience as a Senior Associate and the ability to manage a variety of business and operational functions, maintain positive client relations and produce high-quality results for the firm.
Core Responsibilities:
Leading Managing and Holding People Accountable (LMA)
Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.)
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares seniors to the next level)
Essential Functions:
Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO’s policies, procedures and practices.
Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.
Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.
Exhibit expertise in assigned areas/departments of the firm.
Demonstrate ability to resolve technical and client service issues and/or problems independently.
Recognize and capitalize on opportunities to provide additional services to clients.
Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.
Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.
Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.
May act as advisor to lower level associates.
Actively participates in professional associations/affiliations.
Assist in firm management/administration functions as assigned by the partners.
Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback.
Conditions:
Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
Overnight travel is required approximately 10% of time.
Minimum Qualifications:
Minimum of 5 years of experience in public accounting, corporate accounting required with a minimum of 1, but typically 2 +, years of experience as a Senior Associate.
Proven ability to assign work, guide employees and complete projects on time and in budget.
Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.
Certified Public Accountant (CPA) License from appropriate state.
Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients.
CPA License (active and in good standing) from appropriate state.
Numbers & Facts
Location
San Diego,, CA
Skills
Accountingunmatched
Administrative Managementunmatched
Administrative Skillsunmatched
Auditingunmatched
Billingunmatched
Budget Managementunmatched
Budgetingunmatched
Business Operationsunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Cost Controlunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
People Managementunmatched
Performance Analysisunmatched
Performance Reviewsunmatched
Presentation/Verbal Skillsunmatched
Project/Program Managementunmatched
Public Accountingunmatched
Quality Controlunmatched
Reporting Skillsunmatched
Sales Pipelineunmatched
Service Deliveryunmatched
Team Lead/Managerunmatched
Technical Supportunmatched
Time Managementunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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