LarsonAllen is a professional service firm that provides assurance, accounting, tax, consulting, and advisory services to organizations and individuals managing business ventures and finance. Founded in 1953, LarsonAllen is dedicated to providing quality results to clients. We provide our clients with industry specialists and high-quality business resources. With approximately 1800 people and more than 40 locations, we have a depth of talent, experience, and a national perspective.
LarsonAllen is an independent member of Nexia International, a worldwide network of independent accounting and consulting firms. Founded in 1971, Nexia ranks in the top 10 worldwide, providing you with a global network of independent auditors, business advisors, and consultants. We currently have a manager level opening in our NW Wisconsin practice (Rice Lake, Eau Claire or Hudson) that will support our Non Profit/Government industry group. Essential Duties and Responsibilities: - Management Responsibilities - Assume full responsibility for planning, supervising, and controlling all phases of the firm's regular services for those clients delegated by Principals.
Audit & Accounting Responsibilities - Delegate or supervise preparation of the engagement letter for approval by the Engagement Principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement. - Evaluate internal controls and audit programs prepared by staff, revise as necessary and present to the Engagement Principal for approval. - Periodically review staff assignments as the job progresses to determine whether all phases of the engagement are being carried out properly and in the best sequence, so as to anticipate problem areas and questions that will arise. - Supervise the preparation of management letters, report drafts, and tax returns, follow drafts through processing, answer questions which arise, and submit reports to the Engagement Principal for final approval, and to the client for final distribution.
- Delegate or assume in-charge responsibility, and project and plan the timing of the workload to promote the most efficient operation of the staff. - Lead the decision-making process for assigned engagements/clients, keeping the Engagement Principal fully informed of major decisions, engagement progress, and the client's situation and potential problems. - Develop a responsible and trained staff through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as an instructor or discussion leader in professional development programs. 2.
Interpersonal Contacts - Maintain steady contact with clients throughout the business year, acquiring thorough knowledge of the client and all facets of their business to effectively attend to the client's needs and to expand services as applicable. - Communicate with the Engagement Principals engagement status, client problems, findings, and recommendations. - Develop a responsible and trained staff through planning assignments, resolving problems, and providing counsel. - Participate in meetings with bankers for financing arrangements, deal directly with clients' attorneys or brokers, taxing authority agents and other third party organizations, with the approval of the Engagement Principal.
- Follow the engagement progress through monitoring time budgets and deadlines for adherence, communicating important developments to the Engagement Principal along with facts, conclusions and recommendations, providing ongoing attention to client's management, and preparing final client meetings. 3. Development Responsibilities - Cultivate a complete knowledge of the firm's philosophy, as well as its policies, procedures, and practices, and be conversant with its financial and related reporting, its letters relating to policy matters, and its opinions on financial matters. - Possess knowledge of general economic trends and of possible legislation that could affect the business climate.
- Keep current with Firm and State Board CPE compliance requirements. - Continuously develop and expand knowledge and expertise through learning opportunities: on-the-job, in the classroom and through professional literature and associations. - Demonstrate ability to provide leadership of the staff and among peers and Principals. - Actively develop new business and expand services to existing clients.
- Exhibit high standards of professional and social ethics and indicate fiscal responsibility. - Demonstrate commitment to the firm through willingness to devote time to the practice and work effectively under pressure. 4. Administrative Responsibilities - Prepare a current billing memorandum, along with a comparison to time budgeted, for approval by the Engagement Principal.
- Monitor and collect on accounts delegated by Principals. - Prepare regular and timely staff evaluations. - Forecast and monitor own chargeable time as well as time leveraged between work done versus work delegated. 5.
- Take an active role in professional, civic, or charitable organizations, potentially delivering talks and writing articles for publication.
WICPA - 2 years ago
LarsonAllen LLP (LarsonAllen) is a professional service firm that provides assurance, accounting, tax, consulting, and advisory services to...