IRA Services Representative, Sr. jobs in Milwaukee, WI

SVA is looking for a Senior Manager to join our growing Assurance team in our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work®!   SVA You. Together, We Serve. People. Better.

Position Summary

Sr. Managers are responsible for client relationship management, including ownership of complex engagements and projects. This includes client consultations on all topics impacting a client's business. Individuals in this role are empowered to develop, train, and fully utilize each staff member on their assigned team. Sr. Managers may review all levels of work within designated expertise, and sign-off on engagements as assigned.  You will be able to work closely with Principals and other firm leadership to ensure client expectations are met and exceeded.

50-60% Client Work

• Bring value to the client’s business and user experience to become a trusted business adviser through direct client communication. 
• Execute engagements from start to finish by coordinating all phases of an engagement while ensuring budget allocations are achieved.
• Identify and communicate opportunities for process improvement and system enhancements.
• Actively develop new business and expand services for existing clients.
• Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
• Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55-60 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
• All other duties as assigned.

 30% Supervision and Leadership

• Assign work to staff members on the basis of their knowledge and capabilities.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
• Accountable for staff performance, engagement, and retention. Conduct stay interviews and work with leadership to resolve any themes.
• Continue to transfer the client relationship to junior staff to ensure the right work is being performed at each level.
• Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
• Actively participate in staffing strategy to highlight staff and or business needs gaps or excess capacity, and actively work towards addressing.
• Use networks and experience to recruit passive talent. Sell SVA to bring in quality, high functioning employees.

 10-20% Professional, Personal and Business Development

• Serve as a mentor to multiple members of the accounting staff.
• Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
• Continue to deepen expertise in a technical area, industry, or service line.
• Achieve client retention targets.
• Achieve new and existing cross selling and upselling goals.

Qualifications

Education: Bachelor’s degree in Accounting or related field required.

Experience: Minimum 10 years’ experience in public accounting required.

Professional Certification: CPA, EA, or equivalent certification preferred. Eligibility to sit for either exam required. 

Apply Today!

Begin a long-term relationship with a company where motivation drives advancement.  We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career!

SVA is certified as a great workplace by the Great Place to Work® institute.

SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. 

SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU..