Responsibilities
- Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s business and control systems; building and maintaining good client relationships
- Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies
- Signs attest opinions as a representative of the firm when assigned the role of engagement partner
- Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy
- Appraises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation
- Demonstrates a thorough knowledge and proficiency in the necessary technical skills needed to advise clients
- Responsible for ensuring engagements are properly scheduled
- Serves as a subject matter expert in discipline or industry, specifically: not for profit, unions and benefit plans
- Ensures billing and collection practices are executed by engagement teams in accordance with firm policy
- Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy
- Plays a pivotal role in staff performance evaluations, reviews and periodic counseling
- Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed
- Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm
- Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings
- Maintains a firm first, one firm, united philosophy
- Performs additional tasks as required by the partner group
Qualifications
- Approximately 10 years’ experience in public accounting and a minimum of 3 years in a senior manager position
- Bachelor’s degree in accounting or related field
- Holds a current and valid CPA’s license.
- Ability to travel to assigned client locations.
- Demonstrated ability to bring in new business to a CPA Firm
- Ability to be a team leader and work as an effective member of a team.
- Proven project management and time management skills
- Possess thorough knowledge of Generally Accepted Accounting Principles in the United States, United States Generally Accepted Auditing Standards, and the Public Company Accounting Oversight Board standards, as needed.
- Maintains appropriate compliance with all Firm-wide policies and procedures.
- Ability to direct, review and train departmental staff.
- Same day travel for work at clients’ offices, meetings, and seminars, as needed.
- Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to May 15, may be in excess of 55 hours per week.