Assistant Manager - CAS, US Accounting

Overview

Position: Assistant Manager CAS (US Accounting)
(8 to 10 years of Accounting Experience)
Type: Full-Time Employee (FTE)

Under the direction of a Manager, the Assistant Manager works on client deliverable
in a timely fashion, with the expected quality in accordance with company policies
and procedures. The Assistant Manager works closely with the team to deliver the
collective output to the client in a timely manner. Coaches the junior/senior staff to
improve their skills, quality and competencies. Responsible for review of Financial
Statements and preparation of some of the complex financials. Team's task planning,
reviews, best practices, client onboarding, etc.
Note: This is a leadership role. The candidates should have experience and exposure to
most of the areas mentioned in the responsibilities and expectation section below.
Prior experience in the Tribal/Casino industry is preferred.

Role and Responsibilities:
• The primary focus of this role is to provide technical oversight, quality review,
coaching, and client engagement leadership across multiple accounting
engagements. The Assistant Manager is expected to independently manage
complex projects, develop team capabilities, maintain high-quality deliverables,
and serve as a key link between Job Managers and the team working on the
clients.
• Serve as the primary day-to-day engagement contact for assigned clients and
proactively manage client/ Job Manager expectations.
• Perform detailed review of complex month-end close activities, reconciliations,
journal entries, and financial reporting packages.
• Ensure consistent application of U.S. GAAP and firm methodologies across
engagements.
• Manage multiple concurrent client engagements and ensure delivery against
established timelines and budgets.
• Monitor engagement status and proactively address bottlenecks, risks, and
dependencies.
• Drive adoption of best practices, standard workpapers, review procedures, and
process automation initiatives.
• Identify opportunities to improve efficiency, quality, and scalability of service
delivery.
• Look for errors in completeness and accuracy as well as training opportunities
for the preparation team to be more effective in the future.
• Lead recurring client meetings, communicate key accounting observations,
and provide recommendations to improve financial & Month end close
processes.
• Provide feedback and clear instructions regarding what the errors were and
how they can be fixed. Document feedback in the review notes tool.
• Wrap up the project and ensure all files, supporting documents, and signoffs
are complete as appropriate.
• Communicate items of interest and conclusion of analysis on reported
numbers.
• Offer best practices in classification and supporting documentation.
• Provide ongoing attention to the sufficiency of transactional documentation.
• Able to service complex projects with minimal instruction or guidance.
• Calculate and prepare metrics such as key performance indicators (KPI's) and
dashboards for client use.
• Directly manage the team and upward manage the job manager via recurring
check-in meetings and discussion.

Additional Responsibilities:
• Collaborate with the team to address their needs in a timely manner.
• Learn Wipfli Way to enhance team collaboration and collectively work towards
common objectives.
• Work as a performance coach to develop the skills required to go up in the value
chain.
• Train & develop the team members in multiple core skills, processes, tools, etc.
• Participate in operational support activities related to the practice/team
appraisals and goal setting of assigned associates.
• Assist in issue resolutions, improve collaboration among the teams, etc.
• Ability to work independently under tight time schedules.
• Ability to analyze data and recommend solutions.
• Ability to identify, address and resolve client concerns.
• Ability to maintain client confidentiality, personal objectivity, and professional
skepticism.
• Ability to present a professional appearance and demeanor.
• Ability to be flexible with scheduling to meet workflow demands.
• Proficiency in Word, Excel, Adobe, PPT, Outlook and one or more accounting
packages such as QBO, Intacct, Bill.com, MIP Abila and Business Central etc.

Role Expectations:
• Work on the assigned client or organizational audit/accounting work to
produce the expected result in a timely manner.
• Have regular interactions with the clients, seniors, and other office counter
parts to collaborate on multiple tasks.
• Communicate work plan status and issues for both client and Senior Specialists.
• Coach and guide the seniors analysts and team members on advanced
accounting practices & methodologies, financial statement preparation.
• Meet the communication and documentation standards to produce the
expected and related work.
• Participate in improving the processes, practices, tools & systems.
• Participate in advisory initiatives.
• Collaborate with other team members to assist them with the deliverables or
dependencies.
• Preparation & review of complex financial statements/audit areas.
• Pro-active engagement with the clients and managers on growth, expansion
and advisory areas.
• Participate in staffing planning, practice related activities, hiring, etc.
• Team management: Task allocation, tracking, reviews, coaching, issue
resolution

Knowledge, Skills and Abilities Required:
• Good to have or Preferred Industry exposure in Tribal / Casinos
• Has knowledge of foreign and multi-entity accounting.
• Experience of financial statement reviews, preparation of complex statements.
• QuickBooks ProAdvisor certification is a plus but not required at the time of
interview and hire (will be required to be obtained after starting).
• At least 6 years of job-related experience in the public accounting field with an
emphasis on U.S. GAAP accounting specifically related to small to mid-size
businesses or at least 6 years of job-related experience as a controller for a small
to mid-size U.S. company.
• Recent QBO or Intacct or Netsuite similar accounting package experience.
• Should have a good familiarity with software tools and systems.
• Prior supervisory training experience, prior accounting software experience,
prior business management experience
• Experience in month end close process in the public accounting set up.
• Experience in preparation and review of complex and large GL reconciliations
• Experience Deferred revenue and Revenue recognition
• Preparation and Review of work Papers periodically
• Experience in Prepaids, Accruals, fixed assets & Intercompany accounting
• Exposure to Grant and Governmental accounting is a plus but not mandatory.
• Experience using automation, workflow, or reporting tools to improve
accounting processes and service delivery.
• Familiarity with AI-enabled productivity tools such as Microsoft Copilot or
similar technologies is preferred.

Project Management:
• Train the staff in multiple core skills, processes, tools, etc.
• Participate in operational support activities related to the practice/team
appraisals and goal setting of assigned associates.
• Assist in issue resolutions, improve collaboration among the teams, etc.
• Ability to work independently under tight time schedules.
• Ability to analyze data and recommend solutions.
• Ability to identify, address and resolve client concerns.
• Preferred to work in Tribal/Casinos industry and open to opportunities across multible industries
No. of positions: 01
Work location: Wipfli India, Bengalur