Client Advisory Services (CAS) Project Managers - Team Lead

Description

  

The CCK Strategies CAS Project Managers Team Leader is responsible for supervising a team of Project Managers to provide excellent client service. 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. 

The CAS Project Managers Team Leader oversees the PMs, multiple projects, possesses problem solving capabilities, and desires to lead and develop their team while simultaneously managing their own client list.  Familiarity with a wide variety of industries, GAAP accounting standards, and exposure to payroll, sales tax, and managerial accounting is necessary to provide the technical guidance needed to produce quality financial reports.  Client interaction could include delivering management reports and dashboards, consulting on accounting procedures, and providing QuickBooks Online or other accounting software training. 

A CAS Project Managers Team Leader works closely with experienced Accounting, Tax and Assurance professionals to deliver excellent client services. Responsibilities include: 

• Proactive client support and consulting 
• Maintaining and downloading detailed client knowledge within the firm 
• Review and release of      monthly/quarterly/annual recurring projects with a focus on quality and      efficiency. 
• Assists clients with strategic management      decision making and consulting. Effectively manages client relationships      and expectations.
• Oversees due date management for team and      evaluates workload as needed for timely delivery. 
• Collaborates with tax and assurance      departments to help clients meet financial goals. Develops an      understanding of tax strategy implications to consider when preparing      financials.
• Responsible for timely project billing      for assigned clients and provide feedback and accountability for team      members with billing responsibilities. 
• Supervises client advisory services team      members to ensure they are developing and learning. Assists with problem      solving and coaches on quality and efficiency.
• Sets expectations and team goals and communicates feedback effectively.

Requirements

   

Preferred qualifications include: Bachelor’s degree in related subject area, CPA or CPA eligible, minimum of 6 years of related experience.

Additional Criteria: 

• Exceptional communication skills, verbal and written, with the ability to run client calls independently. Demonstrates a desire to build meaningful relationships with their clients.
• Confident in delivering strategic and tactical guidance to clients. 
• Technologically proficient and able to translate software skills across multiple platforms. 
• Regularly looks for ways to improve our process and communicates those ideas proactively.
• Optimistic and innovative problem-solving capabilities with a growth mindset.
• Consistent altruistic mindset, team building and development skillsets.