Consulting Manager
Company: Yeo & Yeo
Location: Midland
Posted on: May 13, 2022
Job Description:
It's people like you that make us great! Our people are our
future - we provide the venue for individuals who have the desire
and drive to grow as leaders in the accounting industry. As a
valued member of the team, you will be heard , respected and
rewarded . Tell me more Yeo & Yeo CPAs & Business Consultants is a
leading accounting firm in Michigan, and among the Best & Brightest
Places to Work . Since 1923, our industry-specialized accountants
and consultants have provided clients with forward - thinking ,
comprehensive solutions in accounting, audit, tax, technology,
consulting and more. To learn about Yeo & Yeo, visit yeoandyeo.com
. What's the job? Yeo & Yeo Managers in our Consulting service line
are responsible for managing client assignments and projects and
delivering high quality service. This includes coaching, advising
and supporting team members in meeting client and personal
development expectations. Qualifications
- Bachelors or master's degree in Accounting or related
curriculum
- Active CPA accreditation
- Has demonstrated proficiency as a Senior Accountant in Public
Accounting or equivalent experience Technical Abilities
- Become actively involved with or highly proficient in a
technical niche
- Ability to explain various organizational structures (LLC, S-
corp , Sole Prop.) and pros/cons
- Ability to identify retirement plans available for small
business (Simple, 401k)
- Detail review individual and business tax returns
- Leading routine meetings with client or client staff (work with
bookkeeper, etc.)
- Experience dealing with difficult clients/conflict resolution
skills
- Prepare budgets
- Ability to reconcile complex bank statement
- Ability to utilize depreciation for tax planning
strategies
- Analyze financial statements and provide constructive feedback
to clients based on comparison to prior years
- Understand role and duties of CFO and Controller
- Serve as a point of contact for the client when Principal is
not available
- Lead client meetings with other consultants (bank meetings,
board meetings)
- Ability to set up an accounting system for a new business
- Understanding of trusts and estate planning techniques
- Experience with accounting programs other than QuickBooks and
Peachtree
- Prepare forecasts with assumptions
- Understands internal controls and advises clients on fraud
prevention, mitigating risks
- Experience with non-traditional engagements (agreed upon
procedures, cost studies, bankruptcy, etc.)
- Understanding business valuation methods and uses
- Manage projects for other offices
- Analyze financial statements and provide constructive feedback
to clients based on comparison to industry data
- Serve as first point of contact for clients
- Demonstrate confidence in client meetings/handling client
questions when unsure of the answer
- Obtain specialized training in niche area of interest Personal
Development
- Have an individual personal development plan (ex. work with
career advocate, principal, service line leader or practice growth
manager to develop the plan)
- Effectively explains firm strategic plan to others, its impact
on their role, and identifies approaches for the firm to achieve
its strategic goals
- Targets industry group for own specialization and pursues
applicable professional development activities
- Develops clear understanding of career development
opportunities
- Acts as a resource and Career Advocate for other's learning and
professional development
- Helps employees identify their development gaps and apply
feedback and training to improve their contribution
- Actively seeks to develop broader perspective beyond own
expertise Teamwork
- Communicates the team's objectives and ensures that all team
members roles are clear
- Proactively makes self-available to others for guidance
- Makes time to help educate and train others and to help them
resolve issues
- Takes time to help others manage conflicts promptly and makes
necessary adjustments based on feedback received and in accordance
with policy and procedures
- Tailors supervisory style according to employees past
experience and work style
- Helps team members maximize their contribution to the firm
- Redistributes team members workloads during busy times as
necessary Community
- Encourages team members to be involved in community events and
outreach programs
- Take on a leadership role in community organization or
event
- Takes a leading role in firm sponsored community service events
and outreach programs Business Development
- Regular meetings with key referral sources
- Present to organizations on applicable topics and
industries
- Maintain Business Development Activity kit based on level
- Strives to generate additional business for Yeo & Yeo and its
affiliates through cross selling and business development Work
hard, play hard is just one of the mottos around the firm. We focus
on developing our careers, and make it a priority to foster each
person's talents and strengths. We succeed as a team when our
individuals succeed. When it comes to fun, we celebrate our
successes and take time to cultivate our friendships. From office
parties and team retreats to our Yeo & Yeo sports teams -
accountants have fun too! Our offerings include competitive
salaries; excellent medical, dental and vision plan options;
bonuses; referral programs; life insurance; 401(k) plan; an
award-winning CPA certification program; community service
opportunities; flexible work arrangements; fun firm events;
continuous feedback and evaluations and so much more. I'm in, now
what? Apply today and move one step closer to joining a firm of
enthusiastic, driven, creative and intelligent problem solvers
working together toward a common goal - to provide every client
outstanding business solutions. You have been redirected to a Yeo &
Yeo job page
Keywords: Yeo & Yeo, Midland , Consulting Manager, Executive , Midland, Texas
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