Client Advisory Services Manager: Strategic Finance

Client Advisory Services Manager

CCK provides challenging work, professional development, and generous compensation packages. CCK’s collaborative environment spans firmwide, where individuals work together to deliver value to the client experience by providing solutions within teams and across firm departments. Collaboration at CCK is a group of people who realize that working together brings a better solution. Within CCK, Client Advisory Services (CAS) empowers business leaders to make more effective financial decisions by providing comprehensive accounting and finance solutions.

We believe that by removing complexity, utilizing innovative technology, and enhancing financial acumen, we’ll partner with our clients in achieving their mission and goals.

The Client Advisory Services Manager is responsible for tackling complex accounting issues, identifying strategic and consulting opportunities, and cultivating client relationships. The CAS Manager oversees multiple projects, ensuring they are completed on time, client expectations are met, and projects are billed regularly. Client interaction is a key part of this role, including delivery of management reports. The Project Managers work closely with experienced Accounting, Tax and Assurance professionals to deliver excellent client services.

• Performing detail review of monthly/quarterly/annual recurring project workflows.
• Runs ongoing, recurring client meetings independently.
• Consulting engagements with clients needing specific support or services, which includes effective management of client relationships and expectations.
• Onboarding new clients including identifying client needs, quoting new projects, and developing a team around workload and skillsets required.
• Assists the tax department as needed for tax strategy and manages interdepartmental communications related to assigned projects.
• Billing on a timely basis for assigned projects, which includes analyzing the WIP and identifying opportunities for efficiencies as well as communicating value to clients.
• Demonstrates a strong understanding of accounting and finance concepts including the interpretation of financial statements and an understanding of Generally Accepted Accounting Principles.
• Coaching and development of team members
• Adhere to all relevant information security policies and procedures, ensuring the protection of sensitive data and upholding the integrity and confidentiality of the company information.
• All other responsibilities as assigned.

• Problem solving capabilities.
• Experience with a variety of accounting software packages (ex - Quick Books, SAP, Net Suite, Xero, SAGE Intact, Dynamics, Great Plains, Acumatica) and technology solutions is preferred.
• Familiarity with sales tax registrations and filings is preferred.
• Familiarity with payroll processing is preferred.

Bachelor’s degree in Accounting or other related field
· Minimum of 5 years of related experience. CPA or CPA eligible preferred.

CCK Strategies, PLLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.