Minimum of five years in public accounting with audit engagement management
Direct experience in financial services audits, including investment funds and broker-dealers
Skilled in evaluating internal controls and assessing risks
In-depth knowledge of auditing standards and quality control
Proven ability to manage multiple projects and meet deadlines
Strong coaching and mentoring capabilities
Excellent communication and relationship-building skills
CPA license required
Active Virginia Driver's License
Responsibilities
Lead and manage assurance engagements for diverse clients, especially in financial services
Build and maintain strong client relationships, acting as a trusted advisor
Direct all phases of audit engagements, working closely with engagement Partners
Plan and coordinate engagement logistics with other departments
Evaluate audit risks and internal controls, communicating concerns clearly
Review compliance with auditing standards through documentation verification
Monitor budgets and timelines, proactively resolving emerging issues
Prepare financial statements and management letters for discussion with Partners and clients
Coach and support audit staff, facilitating their professional growth
Foster a collaborative team environment focused on innovation and improvement
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA options
Annual performance bonus eligibility
Disability and life insurance included
Generous Paid Time Off and Paid Care Leave
Additional family support programs and resources
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 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
Pay
The anticipated hiring range for this position is $104,500-$135,800 and is dependent on relevant experience, qualifications, and skills.
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
