Job Description

Responsibilities

• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s operations and control systems; building and maintaining good client relationships.
• Apprises the engagement Director or Partner of all important developments on the client account; identifies any potential issues on each engagement and recommends solutions
• Oversees all phases when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy.
• Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation.
• Responsible for ensuring engagements are properly scheduled.
• Serves as a subject matter expert in discipline or industry, specifically for governmental sector.
• Demonstrates expertise in technical skills, work quality, and application of professional and Firm standards including those skills necessary for advising clients
• Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Director or Partner and proactively identifying scope expansion opportunities
• Ensures billing and collection practices are executed by engagement teams in accordance with firm policy.
• Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy.
• Plays a pivotal role in staff performance evaluations, reviews and periodic counseling.
• Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed.
• Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm.
• Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings. 

Qualifications

• Approximately 7 to 10 years of experience in public accounting and a minimum of 2 years in a manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, charter schools, etc.)
• Bachelor’s degree in accounting or related field
• Holds a current and valid CPA license.
• Ability to travel to assigned client locations.
• Demonstrated ability to bring in new business to a CPA Firm
• Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, (U.S. GAAP) and Governmental Accounting Standards Board (GASB) standards
• Significant experience conducting audits in accordance with General Accepted Governmental Auditing Standards (GAGAS/Yellow Book), Generally Accepted Audit Standards (GAAS) and the Uniform Guidance
• Maintains appropriate compliance with all Firm-wide policies and procedures.
• Ability to direct, review and train departmental staff.
• Exposure to conducting audits of not for profit organizations

Working Conditions

• Hybrid working environment (work from home, Firm office or client location) as needed to service the clients appropriately and train staff
• Same day travel for work at clients’ offices, meetings, and seminars, as needed
• Out-of-town travel with overnight stay for work at clients, meetings, or seminars
• Overtime work expected as needed throughout the year, with heavier overtime work expected from August to February to allow us to meet our State and Local Government Sector clients' deadlines.