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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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