Minimum of 10 years of experience in public accounting or related field
Direct experience with financial services audits, particularly investment funds and broker-dealers
Proven ability to manage multiple projects and client relationships
In-depth knowledge of auditing standards, internal controls, and risk assessment
Demonstrated leadership and mentoring capabilities
CPA license in good standing
Active Virginia Driver's License
Responsibilities
Plan and direct all phases of assurance engagements including staffing and execution
Lead complex audit engagements for financial services clients
Develop audit programs and internal audit reports for governance bodies
Coordinate logistics involving other departments or specialists
Evaluate audit risks and communicate recommendations to Principals and Partners
Review and approve working papers to meet auditing standards
Serve as the primary contact for key client relationships
Support Partners in developing new service delivery capabilities
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA
Annual performance bonus eligibility
Disability and life insurance
Generous Paid Time Off and Paid Care Leave
Resources for additional support for you and your family
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
Pay
The anticipated hiring range for this position is $127,100-$165,200 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
