Review and supervise audit, review and compilation, including reviewing financial statements, management letters, supporting work papers, trial balances, adjusting entries, and client data for accuracy, reasonableness, and completeness.
Coordination with Firm principles and client management as to definition of needs fee estimates and determination of engagement timing.
Provide technical support, training to staff and review staff work papers.
Ensure accurate financial statement and footnote disclosures.
Monitoring of work, including coaching and supervision of staff, review of reports and returns, oversight of engagement time and expense and oversight of progress and final billings.
Establish and achieve desired levels of overall engagement realization and utilization rates that are determined by the individual and Partner at the beginning of the calendar year.
Focus on providing delivery of exceptional client services.
Maintain and develop client relationships and contribute to business development.
Assist with consulting engagements as needed.
Maintain excellent communication with the tax and outsourcing department to ensure exceptional client service.
Total estimated work hours 2200+ annually of which 60% are billable.
Qualifications & Skills:
At least six years of recent and relevant public accounting experience; exempt organization experience a plus.
Bachelor’s degree in accounting required.
Exceptional project management, analytical, research, and written and verbal communication skills, coupled with the utmost attention to detail.
Ability to lead and develop staff.
Dedication to development and enhancement of team environment.
Ability to thrive and adapt in a fast-paced, dynamic environment.
Ability to manage multiple responsibilities simultaneously and effectively and efficiently prioritize and meet deadlines.