Accounting Advisory Services Manager

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 

The Accounting Advisory Services (AAS) Manager plays a key role in serving our customers in a relationship management capacity. This position will serve as a high-level accounting and finance advisor for AAS customers across a variety of industries, geographies, and various stages life cycle, as well as overseeing technical projects such as US GAAP conversions, technical memo preparation, and financial statement preparation. In addition, this role will advise and mentor team members.  Excellent leadership, strong technical background in US GAAP, a desire to teach others technical skills, and strong communications skills are crucial for this role.

Responsibilities

• Manage customers by developing relationship with Customer contacts, Firm contacts, and AAS Engagement Team leaders.
• Serve as a key point of contact on day-to-day accounting and advisory matters and/or technical projects for the customer and Firm contacts.
• Perform US GAAP conversions, document technical memos such as ASC 606 analysis, prepare US GAAP financial statements
• Possess thorough knowledge of all facets of customer’s business to ensure customer understanding of engagement economics and to provide frequent updates
• Lead and/or participate in special projects and activities as assigned
• Utilizes technology to properly communicate and record accounting and advisory matters.
• Actively lead monthly accounting needs for customer by overseeing engagement teams.
• Responsible for risk management associated with AAS service offerings on portfolio customers.
• Perform technical accounting review of highly complex advisory and associated deliverables.
• Responsible for overall quality and accuracy of scope of services for customer portfolio.
• Provide tactical accounting and advisory guidance to the customer and engagement team members.
• Collaborate closely with customer to provide advisory services and additional service line SME project opportunities.
• Conduct in-depth financial analysis; providing expert financial perspective; proficient in spreadsheet design to facilitate complex analysis; and instrumental in helping to assess risk, analyze efficiency, and inform business decisions made by the customer.
• Provide feedback in order to develop the Accounting Advisory Services and team members.
• Provide coaching and technical training for staff.
• Demonstrate an on-going commitment to continuous improvement by implementing process enhancements that improve the quality of engagement deliverables and/or the efficiency and/or effectiveness of the engagements.
• Responsible for customer invoicing and shareholder, principal, managing director communication.

• Collaborate with tax department to drive advisory services for new and existing customers as well as continually improve workflow and collaboration between the functions.
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources.
• Attend customer, recruiting and/or networking functions within local market as appropriate.

Requirements

• A Bachelor’s degree in Accounting or Finance
• CPA certified
• 5+ years of recent audit experience at a public accounting firm or 4+ years of audit and 1+ years in technical consulting practice
• A strong understanding of US GAAP
• A strong understanding of financial statements and general ledger accounting
• A proven track record of handling high volume of deadlines and deliverables
• A proven track record of performing technical memo writing
• Inclination toward business development activities
• Strong problem solving and critical thinking skills
• Excellent written and oral communication skills
• Experience supervising and training team members
• The ability to:
  • work quickly and accurately with significant attention to detail
  • work both independently and collaboratively with a team
  • learn about our firm’s service offerings to identify areas our customers have needs and how we can support those needs
• The ability to take full ownership of customer deadlines and needs, including working necessary hours to meet customer deadlines
• Strong time-management skills
• Excellent Excel skills

Preferred Qualifications

• Familiarity with multiple commercial accounting software packages including Sage Intacct, Microsoft Dynamics, SAGE, etc., as well as, expertise within QuickBooks

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.