Minimum of five years of public accounting experience with audit engagement management
Direct experience with financial services audits, particularly for investment funds and broker-dealers
Ability to evaluate internal controls and assess risks specific to engagements
Strong knowledge of auditing standards and quality control
Experience handling multiple priorities in a fast-paced environment
Collaborative leadership with a focus on staff development
Excellent communication and relationship-building skills
CPA license in good standing
Active Virginia Driver's License
Responsibilities
Lead and manage assurance engagements for clients, focusing on financial services
Build and maintain client relationships as a trusted advisor
Direct all phases of audit engagements, including planning and execution
Coordinate engagement logistics and activities with other departments
Evaluate and communicate audit risks and financial issues to stakeholders
Review audit documentation for compliance with standards
Monitor budgets and timelines, addressing issues proactively
Review and prepare financial statements and related documentation
Oversee and coach audit staff, fostering their development
Participate actively in a collaborative team environment
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA options
Eligibility for an annual performance bonus
Disability and life insurance coverage
Generous Paid Time Off and Paid Care Leave
Programs and resources supporting employee and family well-being
Full Job Description
What You'll Do
Lead and manage challenging assurance engagements for clients across a variety of industries, with a strong focus on financial services organizations, including investment funds and broker-dealers
Build and maintain close working relationships with clients, serving as a trusted advisor and primary point of contact on multiple engagements
Direct and coordinate all phases of audit engagements, including staffing, planning, scheduling, and execution, in collaboration with engagement Partners
Plan engagement logistics, including coordinating work performed by other departments or specialists
Evaluate audit risks, internal controls, and financial reporting matters, and communicate identified risks and issues clearly to Partners and clients
Review work programs, audit documentation, and working papers to ensure compliance with accepted auditing standards
Monitor engagement budgets, timelines, and realization, and proactively address issues as they arise
Review and/or prepare financial statements, related notes, schedules, and management letters for Partner and client discussion
Oversee, coach, and support audit staff; answer questions, provide constructive feedback, and contribute to staff development and performance growth
Actively participate in a collaborative team environment that values innovation, knowledge sharing, and continuous improvement
What We Offer
Challenging and rewarding audit work, including complex financial services audits
Opportunities to develop deep client relationships and industry specialization
An open, supportive culture that welcomes innovative ideas and new methodologies
Ongoing professional development and continuing education opportunities
Access to multiple niche service and industry teams to align with your skills and interests
A flexible work environment designed to support both professional success and personal well-being
Community involvement and service opportunities
What You Bring
A minimum of five (5) years of progressive experience in public accounting, with experience managing audit engagements
Direct financial services audit experience, specifically including investment fund and/or broker-dealer audits
Demonstrated ability to evaluate and document internal controls and assess engagement-specific risks
Strong understanding of auditing standards, professional judgment, and quality control
Experience managing multiple engagements, priorities, and deadlines in a deadline-driven environment
A collaborative leadership style with a passion for coaching, mentoring, and developing staff
Excellent communication skills and the ability to build strong relationships with clients and team members
CPA license in good standing
Active Virginia Driver's License
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA
Eligibility for an annual performance bonus
Disability and life insurance
Generous Paid Time Off and Paid Care Leave
Additional programs and resources to support you and your family
