Engagement Leadership

• Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements

• Ensure adherence to engagement timelines, budgets, and firm standards

Client Relationship Management

• Build and maintain strong client relationships, serving as the primary point of contact for audit engagements

• Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting

Audit Planning and Strategy

• Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives

• Oversee the allocation of resources, assignment of roles, and development of audit programs

Audit Execution, Review, Technical Expertise

• Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures

• Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones

• Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement

• Provide expert guidance to the team on complex accounting and auditing issues

Team Development and Mentorship

• Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth

• Conduct performance evaluations, provide feedback, and identify opportunities for skill development

Quality Control and Assurance

• Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations

• Implement best practices and methodologies to enhance the quality of audit engagements

Business Development

• Identify opportunities to expand the firm's client base and service offerings

• Contribute to business development activities, including client proposals, presentations, and networking

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field

• 5 – 8 years of relevant experience

• 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities

• CPA license is required; equivalent certifications are required for IT audit

• Responsible for completing the minimum CPE credit requirement

• Specific positions may require additional industry or specialization certifications

Preferred education and experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice