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Manager Position

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The Opportunity

The firm of O’Donnell Ficenic Wills & Ferdig LLP (OFWF) offers sky-high opportunities!  Our associates experience a culture that offers development, challenge, teamwork, support and rewarding career growth.  Our associates enjoy a defined career path and a partnership career opportunity for those willing to deliver quality and success for our clients.  Why now?  OFWF’s client base is growing, fueled by our reputation of integrity, trust, partnership and delivering on our promise.  Our size gives us the flexibility to be nimble and offer our associates experiences that larger firms cannot.  Our associates can direct their development and become well-rounded public accountants and business leaders with diverse professional experience.  Come join our team!

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The Role - Manager

Manager is the senior-most career position below partner within OFWF.  This role has oversight over client accounts.  The Manager conducts client tax and engagement planning, works directly with clients on business improvements/strategies, manages client engagements, works to improve engagement efficiency and ensure client satisfaction with the process and result.   In performing these tasks the manager supervises staff on the project and acts as a mentor to them.  As a primary client contact, expansion of client portfolio and account services is also expected.  Managers are expected to be experienced in attestation engagements and/or tax disciplines and are solid in their business knowledge to enhance the value they bring to the client partnership.  Their knowledge of public accountancy is deep and they have a command of attestation engagements along with significant GAAP knowledge and/or tax return preparation, tax analysis and compliance for a variety of tax reporting types.

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Associates promoted to Manager are viewed as having longer-term career potential and if they continue to grow and mature, they will likely qualify for partner consideration.  

 

Typical Role of Manager on Projects

  • Plan, lead and manage all phases of attestation engagements (compilations, reviews and audits) for small to medium clients and lead most phases of attest engagements for large clients;

  • Plan, lead and manage multiple client tax projects.  Provide guidance for team members in completing project work by following tax code and regulations in preparation of various types of tax and information returns.  Assigned projects may include nonprofits, sales tax, and other types for individual, business and trusts;

  • Mentor team members, model firm values and hold themselves to a high standard; 

  • Effectively delegate work to other staff members on the project; 

  • Complete staff evaluations and conduct performance reviews for team members; 

  • Foster teamwork dynamics through interaction with team members and leadership;

  • Ensure open communication and transparency on teams; 

  • Anticipate client needs and respond accordingly;

  • Lead and participate in a wide range of projects, consistently demonstrating creative leadership in solving complex client problems while demonstrating individual initiative;

  • Bring solutions to firm and client leadership when obstacles and opportunities are encountered;

  • Ensure all work meets professional quality guidelines, is completed in an accurate manner and meets project deadlines; and 

  • Demonstrate the ability to effectively prioritize and manage multiple projects within strict deadlines.

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Required Skills and Responsibilities

  • Communicate confidently in a clear, concise and articulate manner - verbally and in the materials produced.

  • Demonstrate excellent client-facing skills and represent the firm with the confidence of leadership.

  • Develop the skills and provide developmental experiences for coworkers.

  • Invite and give in the moment feedback in a constructive manner.

  • Share and collaborate effectively with others.

  • Identify and make suggestions for improvements when problems and/or opportunities arise.

  • Ensure that client data and information is handled responsibly.

  • Follow risk management and compliance procedures.

  • Keep up-to-date with developments with their clients and in their area of specialization.

  • Demonstrate maturity and resilience to work under pressure and meet project deadlines.  

  • Uphold the firm's code of ethics and business conduct.

  • Demonstrate strict attention to detail, organization and efficiency.

  • Possess strong technical skills to automate routine tasks, leveraging staff time.

  • Proficient in the use of accounting and tax software systems.

 

Qualifications

  • Have a bachelor's degree in accounting or a closely related major.  

  • Have 5-7 years of public accounting experience.

  • Have their CPA certificate.

  • Possess strong attestation and tax accounting and regulatory experience.

  • Demonstrate strong leadership capabilities.

  • Possess strong communication skills and has a solid client-facing presence.

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Our Firm

OFWF is a professional, public accountancy in Omaha, NE which includes a total staff of 25 - 30 partners and staff.  The firm serves a wide array of small to medium businesses, nonprofits, and trusts with assurance, tax and business consulting services.  Our clients span all business sectors, and our partners and staff have deep business experience which provides robust support to our clients.  OFWF is heavily involved in the Omaha business and educational communities through sharing expertise, partnership and leadership.  We live our values daily.  

 

Diversity and Inclusion

OFWF is an Equal Opportunity Employer and does not discriminate based upon race, color, religion, sex (including gender identity, and sexual orientation), national origin, age (40 or older), disability or genetic information.  We foster an inclusive and welcoming environment for all our associates to ensure they can perform to their fullest and realize their potential.

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