Manager - Cas

Job Details: Salary Range: Undisclosed, Why Windes? Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today.

At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession. Purpose of this Position Reports to the Director and is responsible for managing a portfolio of clients of varying sizes and acts as the point of contact for clients.

You will ensure that client deliverables are presented with a technically-accurate, high-quality product representative of the firm’s commitment to excellent client service. You will be responsible for mentoring, supervising, and coaching staff and seniors with a hands-on approach, providing assistance with financial preparation, general ledger, and bookkeeping services.

You should develop community and professional relationships through participation in various social networking events and professional associations.

Essential Duties and Responsibilities

Manage and supervise staff and senior accountants within the department Support the Director with overall department workload tasks and deadlines Provide training sessions and training material on a quarterly basis on accounting topics Collaborate with other department managers with effective communication Keep current on accounting regulations, concepts, and technology Assist with onboarding of new clients and new client proposals Maintain quality and control over client deliverables Review financials statements and accounting spreadsheets for quality and accuracy Review supporting documents and provide notes for corrective action Review payroll and sales and use tax returns for quality and accuracy Review property tax returns and form 1096/1099s on an annual basis Comfortable with bookkeeping spreadsheets and various accounting platforms Knowledge of GAAP basis of accounting Responsible for multiple clients simultaneously Maintain workload and deliverables in a timely manner Track time spent on client work Attend weekly CAS leadership meetings Attend bi-monthly CAS group meetings Other duties and ad-hoc reports as assigned Supervisory Responsibilities This job has supervisory responsibilities.

Qualifications

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

and/or Experience Bachelor’s degree in Accounting/Business or equivalent plus 3 to 5 years of relevant experience and/or training. Public Accounting Firm experience is a plus. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, decimals, and ratio allocations.

Ability to apply concepts of basic math. Strong analytical and technical skills are preferred. Forecasting and budgeting experience is a plus. Computer Skills Be comfortable using various accounting platforms and computer spreadsheets. QuickBooks Desktop/Online, Sage, Microsoft Office (i.e. Excel, Word, Adobe) experience is highly preferred.

Experience with Bill.Com and Gusto is a plus. Language and Reasoning Skills Ability to read, analyze and interpret documents and client correspondence. Ability to speak effectively with clients or employees of the company. Ability to apply common sense understanding to carry out instructions furnished in written, verbal or diagram form.

Other Skills and Abilities Able to work independently or in a team setting. Availability, flexibility, and professional maturity to represent the company and its clients. Ability to maintain confidentiality and discretion at all times while exercising good judgment. Ability to remain calm when faced with mounting pressure related to deadlines and multiple priorities.

Well-developed oral and written communication skills to meet a variety of communication needs. Good interpersonal skills that foster open upward and downward communication built on mutual respect. Ideal candidate is organized, efficient, and detail-oriented. Willing to work in the office and at various local client locations as needed.

Ability to adapt to changing client and business dynamics, fast-paced, deadline-oriented environment Salary range: 90K-130K Certificates, Licenses, Registrations CPA license is a plus. To Apply: Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line. Qualifications: