Review monthly work for more complex clients
Perform budget and profitability assessments
Work independently as a lead on medium level clients, receive assistance to gain knowledge on more complex clients
Train and develop Supervisors
Manage workloads and timelines
Onboard new clients
Prepare and review consulting level task/projects
Handle more complex work assignments
Ensure quality of work and client service
Work on firm projects that increase productivity, revenue, and overall firm success
Start to prepare presentations for clients, building network for revenue growth, and start to find their area of expertise
Assist with client billing

5-7 Years’ relevant experience
Bachelor’s degree in accounting, business, economics, finance, or related field
CPA candidate or CPA license preferred
Prior tax return or financial statement preparation and review experience
Consulting experience preferred
Team and task management experience preferred
Strong attention to detail
Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, etc.
Possess strong Leadership skills
Demonstrate excellent analytical and problem solving skills
Ability to work on many task/projects
Ability to be flexible
Ability to think critically
Possess strong Interpersonal skills
Experience supervising a team

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Manager, RFH Outsourcing

Key skills