ROLE DESCRIPTION
The new Manager takes responsibility for directing and controlling several engagements with which there is some familiarity. The fully competent Manager can direct and control numerous engagements regardless of type, size or complexity, and has assumed responsibility for ongoing management of the clients.
The purpose of the Manager role is the direction and control of engagements, development and maintenance of client relationships and development of staff.
Decision-making is based on Firm and Profession policies, procedures and standards. It includes the adequacy of the quality/quantity of work on engagements, the methodologies to be used, appropriate solutions to complex issues, involvement of Partners in the engagement, and tactics of managing client communications.
Problems addressed range from simple to multi-dimensional and complex. Potential for conflict and risk ranges from low to high. Sound judgment, creativity, flexibility and the ability to develop rapport and influence others are required.
Interaction with others is usually in predictable structured situations with an increasing tendency to unpredictability as the Manager develops into Senior Manager. Clear presentation of ideas to a variety of audiences, in varying situations requiring significant oral and written communication skills is part of the role.
TECHNICAL SKILLS
Professional/Technical:
- Direct and control engagements, including ensuring:
o engagements are planned, scheduled, staffed and carried out
o the quality and quantity of work meets all Firm and Professional standards
o budgets are met and engagement is completed on a timely basis
o engagements are fully completed with all issues resolved
o presentation of financial statements, identification and discussion of issues with client
- Support staff in the completion of the work including providing technical expertise as needed.
- Review working papers, permanent files, checklists, management letters, and financial statements.
- Review conclusions reached from analytical procedures.
- Determine reasonableness of client explanations.
- Research and develop approaches and positions.
- Identify and recommend creative solutions to complex issues.
- Prepare complex client correspondence including proposals, reports, discussion of technical issues, recommendations.
- Develop and maintain accounting/auditing/specialty technical knowledge by reading policies, regulations, procedures, statutes and manuals including CICA Handbook, Income Tax Act, Rules of Professional Conduct, GAAP, GAAS, Code of Ethics, Quality Control Materials, Firm Policies & Procedures, and all other applicable materials.
- Encourage and participate in development and education in areas that enhance the Firm’s ability to deliver service.
- Coordinate/ facilitate and provide staff training and development.
- Ensure engagements are staffed to maximize benefit to Clients, Firm and Staff
- Monitor budgets, address budget variances, review WIP, address realization issues, prepare billings.
- Develop and implement individual marketing plan and contributes to firm success through marketing efforts.
EDUCATION
Formal:
Informal:
- Supervisor and Managerial training
- Post designation technical training and development
WORK EXPERIENCE REQUIREMENTS
- At least five years’ experience in public accounting
