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
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:
Audits performed under Uniform Guidance standards
Labor Unions and employee benefit plans
Tax and informational returns related to exempt organizations
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.