Business Advisory Manager

Katz, Sapper & Miller is currently seeking highly motivated individual/accounting Manager for our Business Advisory Group.

Summary of Responsibilities:

Acts as liaison between partners, clients and staff.  Responsibilities include managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow.  Develops and trains staff.   Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills. This individual should have the ability to make decisions and effectively delegate work.

• Possesses a complete knowledge of the Firm's philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards..
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business.
• Plans, schedules and staffs engagements using firm policies and procedures.
• Prepares engagement letters and budgets for approval by and signature of partners.
• Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff including performance evaluations.
• Anticipates problem areas of engagement and develops  procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client through written and oral correspondences.
• Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
• Assumes tax preparation responsibility for the more complex business returns.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities.