WBL CPAs + Advisors
Client Accounting Services Practice Leader (Hybrid)
WBL CPAs + Advisors, Atlanta, Georgia, United States, 30383
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
Join to apply for the
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
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WBL CPAs + Advisors CLIENT ACCOUNTING SERVICES PRACTICE LEADER
6 months ago Be among the first 25 applicants Join to apply for the
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
role at
WBL CPAs + Advisors Get AI-powered advice on this job and more exclusive features. Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner. Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner.
Duties Include
Lead all aspects of the Client Accounting Services practice to ensure clients’ business needs & objectives are met on a timely basis with exceptional quality in line with firm’s overall quality standards Ensure client engagements are delivered timely and accurately while also identifying and addressing any issues as they arise Review and sign-off on compilation and preparation engagements Manage client accounting outsourcing engagements Manage the preparation of personal property tax, payroll and sales tax returns Evaluate client accounting systems, internal controls & business software; make recommendations as needed Assess CAS processes and make recommendations, as needed, for enhancements to streamline processes and enhance productivity Assist clients in the hiring, training and supervision of accounting personnel Maintain existing client relationships and develop new ones as practice grows Develop new and expanded business for the CAS practice through the selling and delivery of CAS services Cross-sell other practice areas of the firm to CAS clients Actively participate in management meetings and management decisions Actively participate as a member of the firm’s Growth Committee to bring forth new ideas and business solutions resulting in additional service offerings Assist in developing the marketing/growth plan in conjunction with Marketing Director Supervise and manage current staff of 3 along with additional hires.
Requirements
Active CPA license required At least 10 years’ experience in public accounting with at least 6 years’ experience in Client Accounting Services in a supervisory or management capacity Proven track record of business development for CAS as well as cross-selling additional firm services to existing clients Strong organization skills with solid experience developing and sustaining clients and teams as well as planning for growth Working knowledge of GAAP Experience with QuickBooks Online and Desktop versions; experience with other accounting software products a plus. Forward-thinking and strategic with willingness to stay current with latest accounting methods and technology Excellent verbal and written communication skills
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Other Industries Accounting Referrals increase your chances of interviewing at WBL CPAs + Advisors by 2x Sign in to set job alerts for “Client Services Representative” roles.
Atlanta, GA $45,000.00-$55,000.00 1 week ago Dunwoody, GA $45,000.00-$55,000.00 6 days ago Lilburn, GA $46,800.00-$52,000.00 1 day ago Atlanta, GA $80,000.00-$85,000.00 2 weeks ago Client Service Associate - Private Markets
Atlanta, GA $75,000.00-$100,000.00 2 weeks ago Client Service/ Call Center Representative
Atlanta, GA $100,000.00-$187,000.00 15 hours ago [25-26] Atlanta, GA Operations Associate
Wholesale Payments Client Success Team Leader
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Join to apply for the
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
role at
WBL CPAs + Advisors CLIENT ACCOUNTING SERVICES PRACTICE LEADER
6 months ago Be among the first 25 applicants Join to apply for the
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
role at
WBL CPAs + Advisors Get AI-powered advice on this job and more exclusive features. Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner. Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner.
Duties Include
Lead all aspects of the Client Accounting Services practice to ensure clients’ business needs & objectives are met on a timely basis with exceptional quality in line with firm’s overall quality standards Ensure client engagements are delivered timely and accurately while also identifying and addressing any issues as they arise Review and sign-off on compilation and preparation engagements Manage client accounting outsourcing engagements Manage the preparation of personal property tax, payroll and sales tax returns Evaluate client accounting systems, internal controls & business software; make recommendations as needed Assess CAS processes and make recommendations, as needed, for enhancements to streamline processes and enhance productivity Assist clients in the hiring, training and supervision of accounting personnel Maintain existing client relationships and develop new ones as practice grows Develop new and expanded business for the CAS practice through the selling and delivery of CAS services Cross-sell other practice areas of the firm to CAS clients Actively participate in management meetings and management decisions Actively participate as a member of the firm’s Growth Committee to bring forth new ideas and business solutions resulting in additional service offerings Assist in developing the marketing/growth plan in conjunction with Marketing Director Supervise and manage current staff of 3 along with additional hires.
Requirements
Active CPA license required At least 10 years’ experience in public accounting with at least 6 years’ experience in Client Accounting Services in a supervisory or management capacity Proven track record of business development for CAS as well as cross-selling additional firm services to existing clients Strong organization skills with solid experience developing and sustaining clients and teams as well as planning for growth Working knowledge of GAAP Experience with QuickBooks Online and Desktop versions; experience with other accounting software products a plus. Forward-thinking and strategic with willingness to stay current with latest accounting methods and technology Excellent verbal and written communication skills
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Other Industries Accounting Referrals increase your chances of interviewing at WBL CPAs + Advisors by 2x Sign in to set job alerts for “Client Services Representative” roles.
Atlanta, GA $45,000.00-$55,000.00 1 week ago Dunwoody, GA $45,000.00-$55,000.00 6 days ago Lilburn, GA $46,800.00-$52,000.00 1 day ago Atlanta, GA $80,000.00-$85,000.00 2 weeks ago Client Service Associate - Private Markets
Atlanta, GA $75,000.00-$100,000.00 2 weeks ago Client Service/ Call Center Representative
Atlanta, GA $100,000.00-$187,000.00 15 hours ago [25-26] Atlanta, GA Operations Associate
Wholesale Payments Client Success Team Leader
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr