Client Services Manager - Public Practice

Unique Position Details

What's unique about this position?

4-Day Work Week (4 x 8-hour days each week)

Salary competitive with full-time positions

3 weeks vacation, plus 1 week at Christmas

Paid training and professional development

RRSP contribution matching

Benefits, including prescription, eye care, dental

Job Summary

Have you led a team of Canadian public practice accountants before?

Are you an accountant capable of acting as trusted advisor to small business owners?

Can you make a meaningful contribution to the growth and success of our firm?

If you answered "Yes" to all of those questions, then this opportunity might be the next big step in your career.

This role supports our team of public practice accountants and our community of hundreds of individual and corporate clients.

As a leader of our team, you will help us to provide an effortless customer experience and constantly look for ways to create value and opportunities for our clients.

Your day will consist of managing multiple projects, leading a team of accounting professionals, meeting deadlines for financial reporting and tax filing, as well as providing our clients the value of professional advice.

This is a fast-paced job so you need to be well-organized and able to prioritize tasks quickly. If you're overwhelmed at the thought of spinning multiple plates, this position isn't for you.

A love of people, problem-solving and developing and managing processes will serve you well in this role.

Knowledge about small business tax planning and advisory services is a requirement.

Essential Duties and Responsibilities

Project Management and Client Services

• Collaborate with our leadership team to serve 500 to 600 small business owners engaged in annual year end and tax projects, as an outsourced resource for financial accounting and tax compliance
• Manage recurring projects to ensure service standards and project timelines are met
• Complete quality assurance reviews of finished projects and uphold the highest quality standards for financial reporting for our clients
• Provide the value of professional advice and guidance on business improvement and profitable business growth

Leadership and Team Development

• Provide training, leadership and mentorship to a growing team of accounting professionals, including constant feedback and periodic performance evaluations
• Manage the performance of your team against the key performance indicators (KPIs) established by the firm, including the preparation and monitoring of regular reports
• Implement software, systems and tools to improve the efficiency and efficacy of our public practice accounting firm with other members of the firm's leadership team

Business Development

• Meet with potential clients for accounting and tax services, to present our unique offering, prepare proposals for services, and win new work to help grow our firm.
• Manage the new client onboarding process to ensure that potential clients are converted into actual clients
• Identify potential new client opportunities and disqualify opportunities that are a "bad fit" for our firm (I.e., price sensitive, disorganized, late returns)
• Ensure a seamless integration between our team and our new clients, including communications around expectations and timelines, scheduling work, and initiating and coordinating projects.

Perform all duties as assigned

Knowledge, Skills, and Abilities

• Current colleagues would describe you as an inspirational leader
• Coaching and mentoring members of your team brings you joy
• You have:
• Self awareness and emotional intelligence
• A commitment to continuous improvement
• A genuine love for people and a passion to do work at the highest level
• The drive to get things done without the need to be managed
• You can:
• Give and receive both positive and constructive feedback
• Clearly and succinctly communicate both verbally and in writing
• Go the extra mile when the situation warrants it

Experience and Designation

• Chartered Professional Accountant designation (CPA)
• 4+ years in a management position at a public practice accounting firm
• A proven track record of successfully managing multiple priorities or projects in a fast-paced environment

Position Details

• Full-time salary and benefits
• 4-Day Work Week (4 x 8-hour days each week)
• RRSP contribution matching
• Work at our office located at 1581 Pembina Hwy

McLenehan and Associates Chartered Professional Accountants Core Values

• Profit Minded - We do work that is profitable and allows our firm to grow
• Quality Focused - We review each other's projects and make sure we get it right
• Value Driven - We give great advice to clients which makes us valued partners

We believe that everyone deserves a chance to prosper in both their personal and professional lives. But in order to succeed, people need help. We help by teaching small business leaders to run better, more successful companies. If you are profit minded, quality focused, and value driven, then join our team!