Client Advisory Services (CAS) - Project Manager

Description

  

The CCK Strategies Client Advisory Services Project Manager is responsible for tackling complex accounting issues, identifying strategic and consulting opportunities, and enjoys cultivating client relationships. The firm is interested in candidates who appreciate CCK’s approach to client service and engaging business owners in every stage of their business’s life cycle. CCK is looking for applicants who embody integrity, work ethic, professionalism, and commitment. 

  

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) exists to empower 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 be able to partner with our clients in achieving their mission and goals. 

  

A Client Advisory Services Project Manager oversees multiple projects, ensuring they are completed on time, that client expectations are met, and that the projects are billed regularly.  Client interaction is a key part of this role, including delivery of management reports, asking/answering questions, and/or accounting software training with clients. The Project Managers work closely with experienced Accounting, Tax and Assurance professionals to deliver excellent client services. Responsibilities include: 

• 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. 
• Coaching and development of team members

Requirements

  

Preferred qualifications include: Bachelor’s degree in Accounting or other related field, minimum of 5 years of related experience.

Additional Requirements include:

•  Problem solving capabilities 
•  Experience with a variety of accounting software packages and technology solutions is preferred.