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Senior Account Manager
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Résumé du poste
A prominent firm in the Niagara region seeks a Senior Account Manager to manage a diverse portfolio of high-value clients. The role requires strong client relationship management skills and leadership abilities, along with expertise in accounting and financial advisory. The candidate will work in a collaborative environment, ensure compliance, and provide strategic insights to clients, with opportunities for professional development and comprehensive benefits.
Prestations
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision benefits
3 weeks paid vacation
Paid community volunteering hours
Shorter hours on Fridays in the summer
Opportunities for professional development
Collaborative and inclusive work environment
Qualifications
- Minimum of 3 years of experience in accounting or finance.
- Strong experience in corporate and individual tax compliance.
- Proven ability to manage client relationships effectively.
Responsabilités
- Oversee the relationship management of high-value clients.
- Analyze financial data and provide strategic insights.
- Lead and mentor junior staff in client service delivery.
Connaissances
Client Relationship Management
Analytical Skills
Problem Solving
Communication
Interpersonal Skills
Formation
CPA designation
Equivalent accounting qualification
Outils
Tax software
Microsoft Office Suite
Description du poste
Crawford Smith & Swallow is not just another accounting firm. We thrive on over 80 years of experience in the Niagara region. We don’t just crunch numbers, we believe that behind every digit lies a story waiting to be told, a puzzle to be solved and a pathway to prosperity waiting to be discovered. CSS celebrates that enthusiasm with our staff by fostering a supportive, collaborative environment conducive to the personal and professional growth of our team members. So, if your ready to embark on a journey where we’re shaping destinies of multiple companies, one number at a time, we invite you to apply.
Position Overview
As a Senior Account Manager, you will be responsible for overseeing the relationship management of a portfolio of high-value clients, ensuring their financial and accounting needs are met with precision and care. You will act as a trusted advisor, offering strategic insights, and collaborating with internal teams to deliver tailored solutions. This position requires a blend of strong client management skills, in-depth knowledge of accounting principles, and leadership capabilities.
As a Senior Account Manager, you will be responsible for overseeing the relationship management of a portfolio of high-value clients, ensuring their financial and accounting needs are met with precision and care. You will act as a trusted advisor, offering strategic insights, and collaborating with internal teams to deliver tailored solutions. This position requires a blend of strong client management skills, in-depth knowledge of accounting principles, and leadership capabilities.
Key Responsibilities
Client Relationship Management:
Client Relationship Management:
- Serve as the primary point of contact for a diverse portfolio of clients, ensuring a proactive approach to addressing their financial and accounting needs.
- Build and nurture long-term relationships with clients, ensuring a deep understanding of their business objectives and delivering solutions that exceed their expectations.
- Attend client meetings, address inquiries, and actively manage client relationships to ensure that deliverables are met or exceeded.
- Proactively market the firm’s services to attract new clients and identify opportunities for growth within existing accounts.
Financial Advisory & Consultation:
- Analyze and interpret financial data, providing clients with insights and recommendations to improve financial performance and achieve their business goals.
- Assist in planning and preparation of financial reports, ensuring accuracy and compliance.
- Draft financial statements and disclosures in accordance with (GAAP) and regulatory standards.
- Provide support in the preparation of working paper files and corporate, personal, and HST tax returns, T4s, T5s, T3s, and bookkeeping tasks.
Team Leadership & Collaboration:
- Lead and mentor juniors staff, providing guidance and support in their professional development, ensuring the delivery of high-quality client service.
- Actively participate in training and development initiatives, creating an environment that encourages learning and continuous improvement within the team.
- Oversee the work of team members to ensure that all financial statements, tax filings, and other deliverables meet the firm’s standards for accuracy, timeliness, and compliance.
Qualifications:
- CPA designation or equivalent accounting qualification.
- Minimum of 3 years of experience
- Strong experience in corporate and individual tax compliance, tax planning, and audit management.
- Excellent communication and interpersonal skills with a proven ability to manage client relationships.
- Strong analytical and problem-solving skills, with attention to detail.
- Proficiency in tax software and Microsoft Office Suite.
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision benefits.
- 3 weeks paid vacation, paid community volunteering hours
- Shorter hours on Fridays in the summer
- Opportunities for professional development and continuing education.
- A collaborative and inclusive work environment that values diversity.
Compensation
- Compensation will be based on the candidate’s experience and qualifications
Apply Now!
Please submit your resume and a brief cover letter outlining your experience and why you're excited about this opportunity. Applications will be reviewed on a rolling basis.
Crawford Smith & Swallow is an equal-opportunity employer dedicated to fostering an inclusive workplace. Accommodations are available upon request for candidates participating in the selection process.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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