Perform audit engagements from beginning to end, and review engagement workpapers prepared by staff accountants
Perform tests of the accounting records and other auditing procedures as necessary
Perform detailed examinations of all transactions to identify potential errors, irregularities, and illegal acts, including fraud
Review HOA accounting records to ensure accuracy and completeness
Perform analysis and reconciliation of general ledger accounts
Prepare and review financial reports in compliance with industry standards and GAAP
Prepare and assist with audit schedules for financial audits, providing necessary documentation for review and analysis
Collaborate with HOA property managers and clients to resolve accounting discrepancies and provide timely, clear financial reporting
Stay current on HOA accounting regulations, industry trends, and updates to accounting standards
Requirements
Bachelor’s degree in Accounting, Finance, or a related field
CPA preferred
Minimum of 3 years of professional audit and accounting experience
Solid understanding of accounting principles and practices (GAAP), with a familiarity with HOA accounting standards
Experience reviewing and preparing work papers for financial reporting
Proficient in bookkeeping and maintaining accurate financial records for clients
Proficient in accounting software and Microsoft Excel (experience with accounting software such as CaseWare is a plus)
Strong communication skills, both written and verbal
Detail-oriented with strong analytical and problem-solving abilities
Ability to work independently and manage multiple tasks and deadlines
Highly preferred: Experience working with homeowners’ associations (HOAs) or community management firms
Highly preferred: Familiarity with local HOA regulations in the San Francisco Bay Area
Highly preferred: Experience in real estate or residential property management accounting with transferable skills to HOA accounting or community associations accounting