Audit Manager | Financial Services

CBIZ

$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 5 years of public accounting or related experience
  • 3 years of supervisory experience
  • Active CPA or equivalent certification
  • Strong communication skills at all organizational levels
  • Ability to manage client engagements

Responsibilities

  • Serve as trusted advisor to clients and identify client issues
  • Manage staff and ensure quality control on deliverables
  • Demonstrate technical skills and industry knowledge
  • Understand client organizations and internal policies
  • Develop new client relationships in collaboration with management
  • Manage multiple client engagements and special projects
  • Supervise and mentor staff to foster a positive team environment
  • Contribute to practice development and new business opportunities

Benefits

  • Hybrid work model
  • Professional development opportunities
  • Support for continuing education and certifications
  • Collaborative team culture
  • Opportunity for client-facing experience
Full Job Description
Job Description

#LI-HS1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client's organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Consistently meet charge hour goals
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned


Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field


Qualifications

Minimum Qualifications

  • Bachelor's degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

Similar Jobs

More Jobs at CBIZ

More Finance & Insurance Jobs

Find similar Audit Manager | Financial Services jobs: