Manager - Firm Services

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Knowledge in communicating clearly and accurately in a way that is easily understood, regardless of the medium; adjusting style and content to appeal to the specific needs and comprehension level of the audience.
•  A general knowledge of firm practice management and issues by firm size
•  Good working knowledge with accounting discipline subject matter and the typical CPA/client relationship
•  Knowledge of unique attributes of different firm size segments
•  Proficiency in Microsoft Word, Excel and PowerPoint
•  Strong attention to detail skills specifically when reviewing and analyzing survey data
•  Ability to travel on a frequent basis 
• Customer service orientation
•  Strong interpersonal and relationship building skills resulting in pursuing and cultivating business relationships, partnerships and alliances internally and externally; leveraging network relationships to gather market intelligence and maintaining organizational relevancy.
•  Excellent verbal and written communication skills.
•  Strong project management skills and the proven ability to multi-task

EXPERIENCE REQUIRED

·         Minimum of 5 years’ experience in a CPA or professional services firm or a Firm Administrator with 5 years’  experience in working at a CPA firm

EDUCATION REQUIRED

·         Bachelor’s degree in accounting, finance or related field

·         CPA designation preferred

EXPERIENCE/EDUCATION PREFERRED

·         Active in AICPA and/or State Society and/or CPAFMA

·         Relevant experience at the AICPA is taken into consideration as an alternative to work in a professional services firm.