Assistant Manager to Manager
Core
Oversee client engagements, review financial reports and tax returns, and provide advisory services to help clients navigate financial decisions.
Role type
Senior IC accountant / tax advisor (Assistant Manager to Manager)
Builds
Financial reports, tax returns, and financial models for clients
Domain
Professional services / Accounting / Tax
Required skills
Financial statement review, tax return preparation, financial modeling, client advisory, team workflow management, risk identification, mentoring junior staff
Preferred skills
Commercial awareness, proactive problem solving, knowledge sharing
Technologies
Firm's information systems
Responsibilities
Manage team workflows to ensure timely client deliverables; Review financial statements and work papers for compliance; Provide practical and commercial advice to clients; Review income tax returns for various entities; Develop financial models to support client decision-making; Mentor and develop junior staff; Maintain strong client relationships.
Seniority
Senior, hands-on IC with team management