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About the role
Key responsibilities & impact- Manage the engagement and workflow of all client deliverables for multiple clients and engagements
- Identify and resolve accounting and audit technical issues impacting the engagement
- Leads the engagement planning process in terms of timing, risk assessment, reliance on internal controls, audit or other engagement approach
- Determine and approve staffing and other resource needs, and related engagement work schedules
- Review engagement work papers and related deliverables to ensure that firm and professional standards are met
- Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
- Participate in the peer review process
- Continually build on technical expertise in accounting, financial reporting and audit methods by attending continuing professional education courses
- Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions
- Coordinate and monitor the services provided by other departments and niches
- Keep the partner informed about client updates, engagement and budget to actual status, and technical issues
- Assist in developing fee quotes and budgets
- Preparation of client billings and collection of outstanding accounts
- Utilize assurance department methodologies, processes and tools to enhance assurance engagement efficiencies and overall client profitability
- Developing into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions
Requirements
What you’ll need- Bachelor's degree in accounting or a related field
- CPA license
- Minimum 5 years Public Accounting experience, including management of Employee Benefit Plan audit engagements
- Assurance leadership, guidance or supervisory experience is required
- Advanced understanding of accounting (GAAP) and assurance (GAAS) procedures and standards for Employee Benefit Plans
- Working knowledge of the Microsoft Office Suite and Adobe Acrobat
- Master’s Degree in accounting or related field (preferred)
- Minimum 2 years’ experience in a manager role (preferred)
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingauditfinancial reportingGAAPGAASemployee benefit plan auditsengagement planningrisk assessmentresource managementbudgeting
Soft Skills
leadershipcommunicationdelegationproblem-solvingclient managementteam managementpeer review participationtrusted advisor
Certifications
CPA licenseBachelor's degree in accountingMaster’s degree in accounting
