Minimum of ten years of public accounting experience with a focus on complex audit engagements
Direct financial services audit experience, particularly with investment funds and broker-dealers
Proven ability to manage multiple teams and client relationships
In-depth knowledge of auditing standards and internal controls
Strong leadership and mentoring skills, along with effective communication
Active CPA license
Active Virginia Driver's License
Responsibilities
Plan and direct assurance engagements, ensuring collaboration with Managers, Principals, and Partners
Lead complex audits for financial services clients
Develop comprehensive audit programs and internal reports
Coordinate engagement logistics and collaborate with specialists
Evaluate risks and internal controls, communicating clearly with Principals and Partners
Review working papers to ensure adherence to auditing standards
Serve as the primary contact for key client relationships
Support Partners in developing new service capabilities
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA participation
Eligibility for annual performance bonuses
Disability and life insurance coverage
Generous Paid Time Off and Paid Care Leave
Additional family support programs and resources
Full Job Description
What You'll Do
Plan and direct all phases of assurance engagements, including staffing, engagement planning, scheduling, and execution, in collaboration with Managers, Principals, and Partners
Lead and oversee complex audit engagements for financial services clients, including investment funds and broker-dealers
Develop audit programs, working papers, and internal audit reports, including presentations to governance bodies such as Audit Committees
Plan engagement logistics, including coordinating work performed by other departments or specialists
Evaluate audit risks and internal control environments and communicate identified risks and recommendations clearly to Principals and Partners
Review and approve working papers to ensure engagements are performed in accordance with generally accepted auditing standards
Review financial statements, related notes, schedules, and management letters for Partner and client discussion
Determine potential contingent liabilities through correspondence with legal counsel, review of meeting minutes, and direct client inquiry
Serve as the primary point of contact for multiple key client relationships
Support the Partner group in identifying, developing, and promoting new service delivery capabilities and channels to meet evolving market and client needs
Contribute to the development of industry expertise and the firm's market profile within financial services
Participate in the development of staff by providing training, coaching, and constructive feedback through working paper reviews and performance discussions
Collaborate with Firm leadership to establish and refine best practices, performance metrics, and standards that enhance efficiency and client service
Oversee billing practices in accordance with Firm standards to ensure timely, accurate invoicing and collections
What We Offer
Complex and rewarding audit work with a strong emphasis on financial services engagements
Opportunities to work closely with Partners and senior leadership on practice strategy and delivery
A collaborative, team-oriented culture that values expertise, professional judgment, and continuous improvement
Ongoing professional development and leadership growth opportunities
Exposure to multiple niche service and industry teams aligned with your expertise and interests
Community involvement and service opportunities
What You Bring
A minimum of ten (10) years of progressive experience in public accounting or equivalent, including leadership of complex audit engagements
Direct financial services audit experience, specifically including investment fund and broker-dealer audits
Demonstrated ability to manage multiple engagements, teams, and client relationships simultaneously
Deep understanding of auditing standards, internal controls, risk assessment, and professional judgment
Strong leadership, mentoring, and communication skills
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
