Partner - Financial Services


New York City, NY

Industry: Business Services


11 - 15 years

Posted 368 days ago

  by    Philip Whitman

This job is no longer available.

Our client is a premier Accounting, Audit, Tax and consulting CPA firm. Our client is searching for a Partner in their Financial Services Group.

As part of the Financial Services team, the Partner will be responsible for:

- Managing multiple engagement teams and preparing end-of-engagement evaluations for staff

- Practice leader for growing and maintaining our broker dealer practice

- Lead a national, regional, or local initiative to increase the growth of assurance services

- Implement the firm strategy by using the portfolio review to develop specific action plans to improve alignment of your clients managed to the firm strategy

- Assist and support Assurance leaders with profit improvement plans

- Develop and share best practices within functional and industry teams

- Monitoring and reporting the productivity of staff and adhering to work plan schedules on each assignment

- Providing timely, high quality client service that meets or exceeds client expectations

- Anticipating and addressing client concerns and escalating problems as they arise

- Recognizing and informing senior management of opportunities to increase level and types of services to clients

- Keeping abreast of latest developments as they affect GAAP and the Firm's standards and policies

- Ensuring professional development through ongoing education and obtaining additional certifications as appropriate

Basic Qualifications

- 10+ years recent experience working in a public accounting environment with a focus in Broker Dealers (minimum 25-30%)

- Solid understanding of audit and attest services

- CPA required

- A 's degree in Accounting

- A proven record of building profitable, sustainable client relationships