Audit Supervising Senior

Position Summary

Audit Supervising Senior leads and supervises large/complex audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients. The position is responsible for acting as the client contact for basic questions and information that may be involved in all assigned client engagements.

JOB RESPONSIBILITIES

• Audit, Accounting, And Tax:

• Develop superior technical knowledge so that supervision is rarely needed;
• Presents work for review that requires minimal changes, including:
• Initiate and coordinate audit planning process with supervisor;
• Initiate and coordinate staffing requirements with supervisor in advance of fieldwork;
• Develop audit plan, including budget and necessary audit programs (utilizing the Calibre Standard Programs);
• Document accounting systems, internal controls, identify significant audit and fraud risks and assess audit risk;
• Audit challenging and/or high-risk areas requiring greater technical expertise;
• Assign work to staff that will challenge and allow for growth while staying within budget;
• Prepare financial statements and other client deliverables requiring minimal review comments;
• Prepare and/or review tax returns in a timely manner;
• Review client tax returns, Forms 990 and 5500;
• Review all work completed by those employees being supervised;
• Identify and communicate accounting and auditing matters to managers, directors, principals, and partners in a timely manner;
• Identify internal control matters and other value-added comments for potential communication to the client;
• Clear open review notes in a thorough and timely manner and supervise post fieldwork wrap up;
• Maintain updated job status in project management system GoFileRoom;
• Continue to develop areas of specialty in one of our niche industries; identifying concepts in which to become an expert.

• Client Management:

• Supervise engagement, making sure quality work is performed, within budget and on time:
• Develop, present and adhere to approved budget;
• Plan and administer all engagements with minimal assistance;
• Interact with clients efficiently, representing the Firm in a positive and professional manner;
• Assist in maintaining active communication with key client personnel throughout the year;
• Earn the trust and confidence of clients and colleagues.

• Technical Skills:

• Advanced technical knowledge of accounting practices;
• Proficiency in Excel, Word, PowerPoint;
• Proficiency in Firm software (ProSystem, Engagement, GoFileroom);
• Advanced knowledge of GAAP and GAAS.

• Professional Development:

• Actively pursue and pass the CPA exam;
• Participate in the Firm’s business development activities by identifying leads for managers, directors, principals, and partners to close and opportunities for expanded services;
• Participate and takes an active role in Firm-sponsored education, recruiting, social, and community service activities;
• Active in developing staff; responsibilities to include:
• Coaching and developing audit staff and seniors;
• Supervise staff on engagements, review work and provide constructive review comments;
• Proficient in delegation and engagement management;
• Provide on the job training and timely, constructive performance feedback for each engagement, including required engagement evaluations.

• Competencies:

• Excellent Oral and Written Communication skills;
• Excellent Time Management and Organizational Skills;
• Sound Business Judgment;
• Delegation and People Management;
• Multi-tasking;
• Industry Expert.

Physical Requirements

• Ability to sit at a desk and work on a computer for extended periods of time;
• Regular use of hands and fingers for typing, data entry, and handling paper documents;
• Ability to read, analyze, and interpret detailed information on computer screens and in printed materials;
• Clear verbal and written communication skills to interact effectively in person, by phone, and in virtual meetings;
• Occasional requirement to stand, walk, bend, or reach for office materials;
• Ability to lift and carry files, binders, or office supplies weighing up to 20 pounds;
• Ability to travel occasionally for training, firm events, or client meetings (if applicable).

Reasonable Accommodations

• May be made to enable qualified individuals with disabilities to perform the essential functions of this position.

Work Environment

• This job operates in a professional office environment; 80-90% of time spent at client sites.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanners.

Travel

• Local and overnight travel to client sites.

Work Authorization

• Must have valid work authorization for employment in the United States.

EEO Statement

• We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.