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. Audit Supervising Senior will be responsible for coordinating day to day duties of planning, field work, and wrap up while supervising the engagement team. 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 RESPONSIBILITES
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 fieldworkDevelop 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 riskAudit 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 5500Review all work completed by those employees being supervisedIdentify and communicate accounting and auditing matters to managers, directors, principals, and partners in a timely mannerIdentify internal control matters and other value-added comments for potential communication to the clientClear open review notes in a thorough and timely manner and supervise post fieldwork wrap up.Maintain updated job status in project management system GoFileRoomContinue to develop areas of specialty in one of our niche industries; identifying concepts in which to become an expertCLIENT MANAGEMENT :
Supervise engagement, making sure quality work is performed, within budget and on time :Develop, present and adheres to approved budget
Plan and administer all engagements with minimal assistanceAbility to supervise multiple client engagements simultaneouslyInteract with clients efficiently, representing the Firm in a positive and professional mannerAssist in maintaining active communication with key client personnel throughout the yearAbility to earn the trust and confidence of clients and colleaguesTECHNICAL SKILLS :
Advanced technical knowledge of accounting practicesProficiency in Excel, Word, PowerPointProficiency in Firm software (ProSystem, Engagement, GoFileroom)Advanced knowledge of GAAP and GAASPROFESSIONAL DEVELOPMENT :
Actively pursue and pass the CPA examParticipate in the Firm's business development activities by identifying leads for managers, directors, principals, and partners to close and opportunities for expanded servicesParticipate and takes an active role in Firm-sponsored education, recruiting, social, and community service activitiesActive in developing staff; responsibilities to include :Coaching and developing audit staff and seniors
Supervise staff on engagements, review work and provide constructive review commentsProficient 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 skillsExcellent Time Management and Organizational SkillsSound Business JudgmentDelegation and People ManagementMulti-taskingIndustry ExpertPOSITION TYPE :
Full-Time, PermanentWORK 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.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.
TRAVEL :
Local and overnight travel to client sitesValid U.S. Drivers License requiredREQUIRED EDUCATION AND EXPERIENCE :
A Bachelor's Degree in Accounting from an accredited college / universityMinimum two years of audit experienceCPA eligibilityPREFERRED EDUCATION AND EXPERIENCE :
CPA CertificationExperience with the following industries :Not-for-profit
Labor UnionsEmployee Benefit PlansCommercial EntitiesExperience with Audits performed under Uniform Guidance standardsWORK AUTHORIZATION :
Must have valid work authorization for employment in the United StatesOTHER DUTIES :
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.PROMOTION CRITERIA TO AUDIT MANAGER
Exceptional performance for 2-3 years as a audit supervising senior, at a minimumJobs are turned in to supervisor complete with all supervised employees work reviewed, deliverables drafted, and minimal review comments required.Excellent technical ability across a broad range of areasApplies GAAP and other technical standards appropriately in all situations.Stays current on technical industry developmentsEffectively communicates status of engagement with supervisors in a timely manner; anticipates client needs and plans accordingly.Plans, monitors and controls engagements effectively, efficiently and within budgetMaintains an open items list which is effectively managed.Always meets client and supervisor-imposed deadlinesEstablished credibility with clients and Firm personnelActively involved in practice and staff developmentCompleted the CPA exam and is certified as a CPAEEO : Calibre is an Equal Opportunity Employer. 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.