Small Business Support Manager

Overview

Our client, a Winnipeg based accounting firm, offering services to small to medium sized businesses, is looking for a Small Business Support Manager to join their team! This position is responsible for managing and overseeing their assigned para-professional level staff and bookkeeping team.

Reporting to the Small Business Department Head, the Support Manager will be responsible for managing and overseeing the assigned team to ensure; accurate financial reports and records are being produced for clients, deadlines are achieved, firm practices and procedures are being followed, and work is allocated and completed in a timely & accurate manner. As a leader, mentoring the assigned team, providing employee performance feedback and development support is essential. The Support Manager will also be the secondary point of contact for the team’s assigned clients and liaison with clients on any potential issues or questions that arise that needs assistance.

Summary of Duties and Responsibilities

  • Perform monthly full cycle bookkeeping and preparation of personal income tax returns for specialized clients (client work), including,
    • Entering cheques, deposits, and other bank transactions into Caseware;
    • Performing bank reconciliations;
    • Month end journal entries;
    • Analyzing credit card statements for entry into Caseware;
    • Entering sales data;
    • Preparing GST & PST returns;
    • Preparing monthly financial statements.
  • Assisting the Financial Services Division with entering bank transactions, general ledgers, etc. into CaseWare for year-end purposes.
  • Assisting the Tax Division in the preparation and/or review of personal tax returns.
  • Effectively communicate with team members, other divisions and management.
  • Develop, maintain and enhance client relationships and communication with client.
  • Review and approve monthly invoices related to you and your direct staff member.
  • Management, scheduling, monitoring and assignment of workload.
  • Troubleshooting problems for clients regarding bookkeeping and bookkeeping software issues.
  • Mentoring of all Small Business Advisors, along with the supervising and motivation of the Small Business Support team, including performance evaluations, review of financial statements, general ledgers, bookkeeping procedures, & bank reconciliations.
  • Ensure an accurate and timely monthly, quarterly and year end close.
  • Ensure the timely reporting of all monthly financial information.
  • Collaborates with the other small business department managers to support overall department goals and objectives.
  • Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.
  • Manage the group to ensure all reporting deadlines are met.
  • Assist the Manager of Training and Consulting in development and implementation of new procedures and features to enhance the workflow of the department.
  • Ensure team is meeting deadlines including completion of personal tax returns and other annual requirements.
  • Manage personnel time & attendance and performance etc.
  • Provide mentoring to personnel and support development
  • Lead individual employee meeting to review capacity, achievement of deadlines and overall performance.

Skills

  • 3-5 years’ experience in a related area as a manager or senior bookkeeper.
  • Experience working in a professional services firm or public practice is preferred.
  • Strong verbal and written communication skills.
  • Strong interpersonal, supervisory and customer service skills required.
  • Ability to multi-task, work under pressure and meet deadlines required.
  • Degree in Business Administration or Business with an emphasis in Accounting; CPB would be preferred (or in process).
  • Must be PC proficient and able to thrive in a fast -pace setting. Must have strong experience with Microsoft Excel, Word, QuickBooks desktop and online.
  • Ability to handle highly confidential information.
  • Display a consistent positive attitude, respect, & courtesy to all shareholders, employees and clients.

Only qualified candidates will be contacted.