Managing Director - Business Solutions Group

SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.

Managing Directors typically lead a key initiative for the Department while acting in a lead engagement capacity (depending on the size, nature and risk profile) of certain client engagements, as specified by the BSG partners.

Managing Directors are also expected to be an active business developer and perform business development activities, with the intent of generating leads and proposals for both the firm and the Department. A Managing Director should expect to play an active part in the development and training of Departmental team members.

Responsibilities

• For select engagements, assumes the role of lead engagement Partner which includes, but is not limited to: ensuring that all deliverables and related workpapers are reviewed, documented and stored in accordance with Departmental quality control practices and policies; ensuring all client timelines are met; responding to and interacting with the client in the capacity of engagement Partner. This typically requires maintaining contact with the client throughout the year and possessing a thorough knowledge of the client, current issues and all facets of client's business; providing support and on the job training to staff on the engagement as required.
• Leads a key initiative for the Department, such as developing a niche industry focus or service line and managing that practice for the BSG partner group
• Complies with the firms and departments billing and collection policies. Responsible for billing assigned clients, at least monthly, and collecting outstanding accounts receivable balances.
• Suggests, designs, develops and implements training for team members, alongside the Departmental head. Proactively trains and develops team members as needed and acts as instructor in select team trainings
• Actively networks in the business community and represents both the firm and department in marketing efforts. This includes but is not limited to activities such as attending networking events, speaking at seminars, virtual marketing (blogs, podcasts, holding webinars etc.) or participating in "one on one" networking with other business professionals
• Oversees select prospective client proposals, including meeting and discussing the prospective client needs, preparing estimated fees (and related budgets) and related proposals and then subsequent follow up with the prospect.
• Adheres to and promotes all departmental quality control practices and policies and ensures that all team members apply them consistently

Minimum Qualifications

• Minimum of 15 years' experience in the accounting field, preferably with experience in either an industry finance position or public accounting, handling multiple clients. Past experience should include at least 5 years as a Manager and at least 5 years in public practice in an audit capacity and at least 3 years' experience of running a Department, which includes managing a team of 10 or more
• Proven trouble shooter who can execute action plans and work on multiple engagements and/or initiatives simultaneously
• Proven ability to manage/run a small book of business or reporting line
• Demonstrated ability to develop and win prospective business
• Proven and thorough understanding of double entry accounting. Demonstrated performance of accounting tasks (both processing of transactions and maintenance of accounting records)
• Demonstrated understanding of U.S. GAAP and possess a sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes.
• Holds a current and valid CPA's license, or equivalent. Maintains annual CPE requirements
• Bachelor's degree or equivalent, ideally in accounting or a related field
• Ability to travel to client or other firm office locations, if necessary

Preferred Qualifications

• Serves as a subject matter expert in discipline or industry.
• IT proficient and familiar with Data analysis, Data automation and AI. Ideally needs to have experience with ERP system implementations and data migration experience
• Bi-lingual in Spanish or second language an advantage

$190,000 - $220,000 a year

SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.