Manager, Client Advisory Services

Summary of Job Duties

Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department.

CAS managers with Condley and Company engage with clients' complex accounting situations, providing them with peace of mind and the opportunity to add value to their businesses.

CAS managers:

Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and other related accounting services tasks

See the big picture for clients' business, objectives, and industry; think creatively to solve business problems as well as team conflict

Take responsibility for service quality, thoroughness and accuracy; proactively work with clients to gather data and follow-up on open items

Analyze and interpret detailed information and research according to client circumstances; assess problems and issues and interprets the implications for the client

Minimum Entry Requirements

Bachelor's degree and CPA license

Knowledge of payroll preparation and payroll tax reporting

Knowledge of general ledger review and financial statement preparation

Advanced understanding of accounting procedures

Experience with QuickBooks, Pak Energy, or Sage Intacct is a plus

Authorized to work in the United States permanently without the requirement of sponsorship

Role Success Factors

As a Manager, you will help lead a team to resolve complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include:

Display problem-solving skills and effective, insightful, and timely communication skills

Maintain a high level of organization

Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team

Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy 

Meet charge hour and realization expectations for each job, consistently producing a high-quality work product

Maintain a working knowledge of Microsoft Office suite products and other firm software

Work autonomously under the pressure of tight deadlines and multiple priorities

Retain learning/knowledge from one client to the next; continuously apply and build on prior learning

Key Development Opportunities 

Interact and collaborate with Senior Managers and Partners 

Learn more about the various service lines - what we offer as a firm 

Attend and assist with leading CAS department meetings and trainings

Take initiative, seeking exposure to more complex clients and projects 

Seek exposure to multiple teams/people/work styles from which to learn

Read journals/publications and internal professional publications

Networking: community and professional organizations, alumni programs, etc.