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 and oversees fieldwork on assigned engagements in an organized and efficient manner, including oversight and review of engagement scheduling, planning, timeline and budget monitoring, review of work papers, closing of engagement binder, staff evaluations, and other similar responsibilities.
• Stays up-to-date on new accounting pronouncements/standards and effectively communicates their impact on the Firm's clients.
• Communicates with clients to conduct fieldwork at client sites, gathers and reviews necessary documentation to complete the engagement.
• Performs accounting research to solve issues that arise during audit or compliance engagements, ensures engagement procedures comply with professional requirements, and identifies engagement efficiencies.
• Proactively communicates status, issues, and concerns with engagement director or partner in an organized, accurate, and timely manner.
• Maintains knowledge of accounting and audit requirements, ensuring compliance with internal and external requirements, and stays abreast of any changes.
• Maintains the required CPE for the Firm and licensing standards.
• May spend 20-30% of time traveling, with 10-15% being overnight travel.
• 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.
• Demonstrates appropriate leadership skills, including effective and timely engagement oversight, timely and accurate communications with seniors and staff, timely and appropriate identification of staff issues and concerns, and timely client communications regarding open items.
• Maintains workload to meet billable hour and realization expectations and ensures efficient scheduling of staff.
• Mentors and develops staff, including participation in recruitment and retention of professional staff.

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.
• Strong analytical ability and diligent performance of assigned tasks with the highest degree of professionalism and integrity.
• Exhibits strong professional behavior, including maintaining the highest levels of confidentiality.
• Able 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.
• Identifies 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.
• Carrries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.

Qualifications

• Bachelor’s degree from four-year college or university in Accounting with a 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.