The Manager is responsible for the management of the processes for all assurance-related deliverables, including but not limited to audited financial statements, various letters and reports to management and third parties, for multiple clients and engagements. The Manager’s responsibilities extend beyond project management to engaging in practice management activities, starting to engage in activities to enhance department or niche economics, developing individual expertise, enhancing overall client service, and developing department or niche professional staff.  The Manager communicates with clients beyond the course of engagements and are expected to be more of an advisor and bring added value to the relationship.

Job Responsibilities

• Manage the engagement and workflow of all deliverables for multiple non-profit clients, including audited, reviewed and compiled financial statements, and internal control and management letters; to minimize risks and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines.

• Oversee all aspects of the single audit engagement including the major program determination, risk assessment process, testing of compliance requirements, and drafting of single audit reports

• Identify and resolve accounting and audit technical issues impacting the engagement.

• Lead the engagement planning process in terms of timing, resources, risk assessment, reliance on internal controls, or other engagement approach.

• Determine and approve staffing and other resource needs, and related engagement schedules.

• Review engagement work papers and related deliverables to ensure that firm and professional standards are met.

• Delegate assignments to supervisors considering their skills, development needs, schedule, and engagement economics.

• Participate in the peer review process.

• Continually build on technical expertise in accounting, financial reporting, and audit methods by attending continuing professional education courses or utilizing other training resources

• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions.

• Coordinate and monitor the services provided by other departments and niches as they relate to the engagement(s)

• Keep the partner informed about client updates, engagement, budget to actual status, and technical issues.

• Assist in developing fee quotes and budgets.

• Preparation of client billings and collection of outstanding accounts

• Utilize assurance department methodologies, processes, and tools to enhance assurance engagement efficiencies and overall client profitability.

• Develop into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters.

• Know about the services and capabilities of partners and other service lines, and seek to identify other services that will benefit the client(s)

• Prepare presentations for audit exit, audit committee meetings and board meetings.

• Involve in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities.

• Participate in activities to develop and improve firm and department business processes.

• Serve as an instructor in firm and department training programs and meetings.

• Develop less experienced professionals by providing formal performance feedback, career counseling and mentoring to those below manager.

Requirements

• Bachelor's degree in accounting or a related field

• CPA license

• Minimum of 5 years of professional accounting experience, including significant experience within a public accounting firm and/or equivalent or related experience in industry or a nonprofit organization

• Minimum of 2 years of experience working with nonprofit organizations, including performing Single Audits under the Uniform Guidance

• Assurance leadership, guidance or supervisory experience is required.

• Advanced understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”)

• Working knowledge of the Microsoft Office Suite and Adobe Acrobat

• Flexibility to work from home while collaborating in person half the time.