Audit Manager

Position Summary: Plans, supervises and reviews multiple engagements and other client assignments. Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

 Demonstrate an advanced understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with relevant information, technical guidance and conclusions on non-routine, complex issues.

 Provide feedback on performance to members within the Firm’s reporting process, monitors CPE needs and requests specialized training for staff.

 Prepares client ready deliverables that require few content changes by Senior Managers and Partners.

 Responsible for assisting and actively participating in the development of departmental training, methodology and tools.

 Assist in preparation of proposals.

 Monitor engagement progress against client expectations.

 Expanded involvement in billing responsibilities and client management.

 Expanded involvement in firm and service line administrative duties as requested.

 Develop advanced knowledge in niche area.

 Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.

 Demonstrate the ability to build networks of contacts and to identify opportunities for cross selling Firm services to clients by focusing on client service skills and building strong relationships with clients.

 Consistent performance of audit plan in all financial statement areas.

 Directs Senior Associates by actively managing the engagement responsibilities, which include drafting engagement letters, providing status to the client and/or engagement team as appropriate, managing actual hours incurred versus budgeted hours, and billing clients.

 Plan and execute multiple concurrent client engagements including scheduling, deploying of resources and effectively managing projects to completion.

 Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters learning.

 Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on large complex engagements.

 Supervise staff on multiple concurrent engagements.

 Monitor and supervise progress of staff, where applicable, in all engagement phases; provide performance feedback when needed.

 Perform a review of the work prepared by others for coverage, completeness, accuracy, technical proficiency and adherence to firm standards.

 Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.

 Demonstrate an advanced understanding of the financial statement preparation process.

 Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication.

 Consistently take ownership of assigned engagements and demonstrate the ability to plan and execute multiple concurrent engagements,

 Keep team members apprised of engagement and scheduling issues on a timely basis.

 Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.

 Demonstrate an advanced understanding of the client’s operations, accounting systems, financial condition, and the industry in which it operates.

 Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.

 Maintain appropriate professionalism in client and team interactions.

 Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise and comply with firm and professional standards Actively work with engagement team in developing project budgets and monitor delivery of assignments on time and within budget.

 Adhere to the Firm’s policies and procedures, core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary

 Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.

 Perform other duties as assigned. Job Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, unless it would cause an undue hardship. The employee or potential employee still has his or her responsibility to be able to perform the essential duties of the position.

Education:

 Bachelor’s degree in Accounting or related field.

 Masters degree in Accounting or related field is preferred.

Skills:

 Familiarity with Microsoft Excel, Word, Outlook.

 CPA with at least 5 + years’ experience in public accounting or its equivalent.

 Possess technical knowledge sufficient to supervise Senior Associates in a wide variety of industries.

 Excellent written and verbal communication skills.

 Team orientation and strong interpersonal skills.

 Proven ability to supervise, manage and develop staff.

 Strong relationship management and practice development skills.

 Experience with a variety of industries and types of audits (SEC, government, non profit, etc.) preferred.

 Have a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles and financial statement presentations.

 Strong project management skills.

 Demonstration of independent thinking and strong decision-making skills.