Position Summary:
Audit Manger leads and manages multiple audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients. They demonstrate professional creativity and sound business judgement in dealing with client matters and make constructive suggestions to improve client operations. The position is responsible for acting as the primary client contact for any questions and information that may be involved in all assigned client engagements. In addition, they are charged with marketing, networking and business development within their area of expertise as well as the responsibility of ensuring engagement profitability involving billings and collections.
JOB RESPONSIBILITES:
AUDIT, ACCOUNTING AND TAX:
Develop superior, industry specific, technical knowledge so that supervision is rarely needed; consistently presents work for review that requires minimal changes, including:
- Manage multiple attest engagements effectively to deliver a high-quality audit and client service
- Schedule, plan, and facilitate the efficient completion of each attest engagement ensuring client expectations are met
- Review attest engagement audit plan, including budget, and monitor team performance to achieve realization goals
- Ensure tax returns are completed and reviewed in a timely manner
- Review and approve all document drafts, including reports, opinions, management letters, and workpapers, as well as all evidential matters obtained during the attest engagement
- Review client's Form 5500, 990, 990T, and other IRS and DOL filings
- Maintain updated job status in project management system GoFileRoom
- Identify and communicate accounting and auditing matters to principals, partners, and quality control director
- Clear open Engagement review and Quality Control notes in a thorough and timely manner and ensure post fieldwork wrap up is completed timely.
- Actively provide insightful and sound operational advice and recommend process improvements in furtherance of audit efficiency.
- Utilize Firm assets constructively to meet future deadlines and minimize unassigned, un-chargeable time.
CLIENT MANAGEMENT:
- Assist in maintaining active communication with key client personnel throughout the year
- Participate with principals and partners in presenting audit results to governing bodies.
- Strong relationships with clients, evidenced by:
- Consistent communication with manager (instead of partner)
- Unsolicited compliments from clients
- Effectively cross-sells
- Effectively prioritize numerous client relationships and deadlines
TECHNICAL SKILLS:
- Advanced technical knowledge of accounting practices
- Expert in Excel, Word, PowerPoint
- Expert in in Firm software (ProSystem, Engagement, GoFileroom)
- Expert knowledge of GAAP and GAAS
PROFESSIONAL DEVELOPMENT:
- Attend professional development, networking, and educational events/seminars on a regular basis.
- Presents at Firm sponsored events and produces publications in area of expertise
- Contributes to Firm administration - coordinates/develops/presents/participates in Firm-sponsored education, recruiting, social, and community service activities
- Enjoys a high level of credibility with the Firm�s partners and all staff.
- Team with partners and principals on proposals
- Stay current on professional and industry developments
- Responsible for career development team:
- Coaching, mentoring and developing audit employees
- Communicating Firm information
- Writing and delivering performance evaluations
- Teambuilding activities
- Resource coordinator
Competencies:
- Superior Oral and Written Communication skills
- Superior Time Management and Organizational Skills
- Sound Business Judgment
- Ability to work on multiple tasks effectively
- Industry Expert
- Leadership and Coaching/Mentoring Skills
Work Environment:
- This job operates in a professional office environment; 80-90% of time spent at client sites. This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanners.
Travel:
- Local and overnight travel to client sites
Required Education and Experience:
- Bachelor�s Degree in Accounting from an accredited college/university
- Minimum five years of audit experience
- Minimum of four years of supervisory experience
- Experience with the following industries:
- Not-for-profit
- Employee Benefit Plans
- Commercial entities
- CPA certification
Preferred Education and Experience:
- Experience with
- Audits performed under Uniform Guidance standards
- Labor Unions and employee benefit plans
- Tax and informational returns related to exempt organizations
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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
PROMOTION CRITERIA TO SENIOR MANAGER
- Satisfactory performance for 2-3 years as an audit manager, at a minimum
- Expert technical ability across a broad range of areas
- Applies GAAP and other technical standards appropriately in all situations.
- Plans, monitors and controls engagements effectively, efficiently and within budget; exceeding client expectations
- Effective leader in the Firm, helps staff learn and progress in their career
- Thought leader within the Firm in areas of expertise
EEO:
Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre employees to perform their job duties may result in discipline up to and including discharge.
