Bachelor's degree in accounting, finance, economics, business, or related field; Master's degree is a plus.
5+ years of experience in auditing, accounting, and/or tax, with leadership experience in fieldwork.
Comfortable working across audit, tax, and accounting engagements; audit-only career seekers may not fit well.
Strong knowledge of US GAAP and auditing standards is essential.
Public accounting or external audit experience is required.
CPA license preferred; candidates actively pursuing licensure are encouraged to apply.
Experience with individual and business tax return preparation and full-cycle accounting is a plus.
Familiarity with Thomson Reuters Engagement, QuickBooks, and UltraTax is advantageous.
Responsibilities
Lead audit engagements from planning through reporting, ensuring thorough risk assessment.
Support onboarding of new audit clients, facilitating smooth transitions and clear workflows.
Review and mentor junior staff on workpapers and audit documentation, providing technical guidance.
Perform substantive testing and analytical procedures to evaluate financial statement accuracy.
Utilize Thomson Reuters Engagement for managing audit workpapers and compliance tasks efficiently.
Prepare and review audit schedules, management letters, and reconciliations in line with standards.
Analyze financial data to identify trends and areas of risk requiring further audit focus.
Prepare and review federal and state tax returns for individuals and businesses, including multi-state returns.
Benefits
Medical, dental, and vision insurance
Life insurance
401K with company match
International work environment
Ongoing training opportunities
Paid vacation and holidays
Growth opportunities
Full Job Description
Responsibilities
Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
Support the onboarding process for new audit clients, ensuring a smooth transition and clear setup of audit workflows and documentation.
Review workpapers and audit documentation prepared by junior staff and provide technical guidance, feedback, and mentorship.
Perform and evaluate substantive testing and analytical procedures to assess the accuracy and completeness of financial statements.
Use Thomson Reuters Engagement to manage audit workpapers, reporting, and compliance-related tasks with accuracy and efficiency.
Prepare and review audit schedules, management letters, reconciliations, and other audit documentation in line with professional standards.
Analyze financial data to identify trends, anomalies, and areas of risk that require further audit attention.
Prepare and review federal and state tax returns for individuals and businesses using UltraTax, including multi-state returns, particularly outside of peak audit season.
Respond to client inquiries and notices from taxing authorities, and support IRS, state, and local examinations by gathering documentation and preparing responses.
Support bookkeeping and financial reporting for clients using QuickBooks.
Research complex auditing, accounting, and tax issues, and monitor regulatory changes to provide practical solutions and ensure compliance with applicable standards.
Assist with U.S. federal and state compliance requirements related to client engagements, including year-end reporting and filing support.
Work across audit, tax, and accounting engagements throughout the year. This is a hybrid role by design, with audit as the primary focus.
Collaborate cross-functionally to support accounting, advisory, payroll, or operations teams during off-peak periods or as business needs arise.
Identify opportunities to improve audit and tax workflows and contribute to special projects.
Qualifications
Bachelor's degree in accounting, finance, economics, business, or a related field; a Master's degree is a plus.
5+ years of experience in auditing, accounting, and/or tax, including experience leading fieldwork and reviewing junior staff work.
Comfortable working across audit, tax, and accounting engagements. Candidates seeking an audit-only career path are not likely to be a strong fit for this role.
Strong knowledge of US GAAP and generally accepted auditing standards.
Public accounting or external audit experience is required.
CPA license is preferred; candidates actively pursuing their CPA license with a clear plan toward licensure are also encouraged to apply.
Experience with both individual and business tax return preparation as well as full-cycle accounting is a big plus.
Experience with Thomson Reuters Engagement, QuickBooks, and UltraTax is a strong plus.
IFRS experience is a nice to have.
Extensive knowledge of Microsoft Office applications, especially Excel.
Ability to conduct sophisticated analysis of complex financial data and identify risk areas.
Highly organized, with strong multi-tasking skills and the ability to prioritize in a fast-paced, ambiguous environment.
Positive, team-oriented personality with the ability to mentor junior staff.
Excellent cross-group collaboration skills.
Attention to detail and ability to follow standard procedures.
Our Benefits
Competitive salary based on experience plus performance-based bonus
