Audit Manager

SUMMARY

Liaison between partners, directors, professional staff, and clients; responsible for managing multiple client engagements simultaneously by scheduling, staffing, and coordinating engagement workflow; provides training and feedback to team members and develops relationships to generate new business for the firm.

Duties And Responsibilities

• Manages, plans and organizes audits, communicates with clients to conduct fieldwork at client sites to gather and review documentation necessary to complete the engagement.
• Performs accounting research to solve issues that arise during the course of audit or compliance engagements.
• Maintains knowledge of accounting and audit requirements, ensuring compliance with internal and external requirements, staying abreast of any changes.
• Prepares workpapers, writes audit reports, management letters, and other client deliverables.
• Manages deadlines and internal and external expectations in a timely and organized manner.
• Meets with client contact on questions, recommendations, and findings.
• Ensures engagement procedures comply with professional requirements and identifies engagement efficiencies.
• Communicates status, issues, and other concerns with the engagement director or partner in an organized, accurate and timely manner.
• Manages client relationships and participates in proposal process, client presentations, board presentations, firm marketing initiatives, and other similar functions.
• Develops an understanding of the service capabilities and offerings of the Firm, recognizing opportunities to provide additional services to new or existing clients.
• Establishes and maintains long-term working relationships with clients.
• Monitors workload to meet billable hour and realization expectations and to ensure efficient scheduling of staff.
• Mentors and develops staff, including participation in the recruitment and retention of professional staff.
• Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.

Competencies

• Strong communication skills, both orally and in writing.
• Ability to interact and maintain professional relationships with all staff as well as clients.
• Ability to handle multiple engagements simultaneously while maintaining consistency, accuracy and providing superior service.
• Well organized, detail oriented, and thorough.
• Exhibits strong analytical ability and diligently performs assigned tasks with the highest degree of professionalism and integrity.
• Exhibits strong professional qualities including the ability to maintain the highest levels of confidentiality.
• Ability to set an example for staff at all times and realize that they are constantly observing the manager’s behavior.
• Ability to work both independently and as part of a team with professionals at all levels.
• Exhibits excellent client service skills including the identification of actual opportunities to provide additional services to clients and/or non-clients.
• Participates in Firm, professional and civic activities that contribute to the community and overall marketing effort of Heard, McElroy, & Vestal.

Supervisory Responsibilities

• Supervises lower-level Audit staff.

Qualifications

• Bachelor’s degree from four-year college or university in Accounting with strong academic track record (minimum GPA of 3.0); CPA certification required; six years current and/or recent public accounting audit experience required; supervisory experience required.
• To perform this job successfully, an individual should be proficient in Microsoft Word and Microsoft Excel, as well as have working knowledge of office equipment, computer hardware and peripheral devices.
• Proficient with computer audit applications and technology as well as Firm software applications and procedures.
• Proficient with on-line research products.
• To perform this job successfully, an individual should have working knowledge of Generally Accepted Accounting Principles (GAAP), Statements on Auditing Standards (SAS), and audit procedures.

Firm Culture/Client Service

• Promotes the firm’s culture, including supporting Heard, McElroy & Vestal’s philosophy of developing a relationship with each client on a personal level, catering to their specific needs.
• Interacts and communicates appropriately with other employees, clients and management.
• Actively develops team members at all levels.
• Serves clients, both internal and external (community/public) in a manner that will support superior client relations.

Physical Demands/Work Environment

• While performing the duties of this job, the employee is regularly required to sit and talk or hear.
• The employee is frequently required to walk or use hands to finger, handle, or feel.
• The employee is occasionally required to stand; reach with hands and arms and stoop, kneel, crouch or crawl.
• The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
• The noise level in the work environment is usually quiet.