Position Summary
The CART, Manager is an elevated position to drive the compliance assurance and reporting team (CART ( Compliance Assurance and Reporting Team )). This group consists of team controllers who ensure consistent application of company policy and procedure. The role is also responsible for companywide accuracy of all financials and deadlines being met consistently. This is an internal, non-client facing role and works in a collaborative partnership with the business management teams to super serve tri star clients. It requires exceptional organizational skills, initiative, and the ability to complete multiple projects in a deadline driven environment. The CART, Manager must be able to communicate effectively and understand the needs of the organization to push overall deliverables forward with accuracy and excellence.
Job Essentials, Responsibilities, Duties
· Participate as an active member of the management team and contribute to best accounting practices
· Responsible for training and ongoing coaching, development, and education of the Controller role including Jr. Controllers, Deputy Controllers, and any other CART Team Members
· Offer improvements to meet best business practice for company standards
· Lead the Process Improvement team to develop new policy and procedure and ensure implementation and accuracy of existing policy and procedure
· Liaise with Human Resources
· Assist in training development and education of the accounting teams
· Ensure team controllers issue the financial reporting packages due annually, quarterly, or monthly
· Work with teams to establish ad hoc financial projects and reporting as needed
· Oversee creation of client budgets and ensure monthly budget to actual reporting is sent to the clients
· Assist teams with annual insurance renewals and ensure complete coverage and risk mitigation
· Responsible for the process of annual financial statement review to prep for tax deliverables
· Act as Liaison with tax manager to provide necessary data for the completion of all tax returns
· Oversee the monthly commission process
· Proactively identify issues and concerns and communicate solutions to management
· Assist all teams in verifying all client estate plans are in place and assets are properly titled
· Assist in review and sign-off on companywide 1099 reporting process
· Assist in establishing financial and operating metrics to measure performance
· Participate as needed in client transition in and out of client
· Assist teams with identifying risk
· Stay up to date on industry standards and developments
· Review various staff time entry in BQE and ADP
· Develop SMART goals and participate in annual reviews for Direct Reports
· Lead staff wide trainings for major CART deliverables such as Annual 1099 Reporting and Shareholder/Payroll
· Assist with technology solutions and developments
· oversee internal operating controls, processes and practices
· Plan and perform operational and financial audits
· Manage audits and ensure all accounting transactions are perform in accordance with GAAP ** Qualifications
Prefer Big 4 audit experience
Prefer CPA
Experienced in Quickbooks
This role is office based NOT remote
