Position Purpose
The Audit Manager is responsible for contributing to the achievement of our audit department objectives and responsible for employee and client satisfaction. Must have a minimum of 5 years of recent experience working in a public accounting firm and experience in conducting audits of governmental agencies. Effects leadership by being a positive role model while maintaining a productive work environment.
Position Responsibilities
- Earns the trust and confidence of partners and staff
- Offer focused direction in management of multiple audit engagements to timely meet reporting, scheduling, and budgetary requirements
- Serve as a technical resource specializing in the specific needs and requirements of auditing and financial reporting of governmental agencies including Single Audits of federal grants
- Actively be involved in networking activities and maintaining contact with business peers and good working relationships with clients
- Effectively discuss technical issues with the client and be responsive to their needs
- Meet rising standards of quality control. Develop and lead in-house training sessions and effectively mentor staff to bring out their best
Leadership
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- Is a positive role model by setting an example of initiative, integrity, fairness, respect for others, professionalism, and balance between personal and professional responsibility
- Upholds and demonstrates the firm values, including providing a work environment that promotes respect and teamwork
- Ensures firm policies, procedures and service methodologies are followed and reinforces firm and departmental decisions
- Is recognized as a leader and has the trust and confidence of partners and staff
- Participates in and directs assigned functions outlined in the departmental roles grid as defined by the Audit Director
- Develops expertise in a particular area of practice in an industry or other specialized field
- Participates in all meetings, including weekly audit department meetings
- Exhibits time management and organizational skills
Financial
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- Adheres to the firm’s financial reporting, billing and collection processes
- Develops his/her comprehension of practice management toward growth and profitability
- Becomes acquainted with aspects of the firm’s internal financial structure
- Assists in monitoring staff efficiencies and chargeability
Human Resources
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- Mentors and manages assigned staff, assisting them with goal setting, developing their technical and client service skills, and enforcing accountability mechanisms
- Ensures assigned staff attend required and relevant training as scheduled
- Coach subordinate employees on firm policies and procedures as needed
- Serves as a technical resource for subordinate employees and promotes their understanding of technical issues
- Appropriately escalates employee related matters in a timely manner
- Participates in the performance evaluation process
- Participates in recruitment activities and training of new staff as requested
Business Development
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- Exhibits White Nelson Diehl Evans’ values at all times
- Maintains contacts with business peers and is actively involved in networking activities and professional organizations to cultivate referrals
- Demonstrates thorough knowledge of the client and all facets of client’s business and identifies other services to best support client’s needs
- Represents the firm at key community events, firm functions, and other activities
- Meets with prospective clients
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- Technical Skills and Client Service
- Demonstrates extensive understanding of general economic, business, and regulatory factors affecting the client industries and our profession and is perceived as a specialist
- Maintains current knowledge of professional standards, emerging laws and regulations, and corporate governance requirements
- Effectively discusses technical issues and their business implications with the client
- Is responsive to client needs and maintains good working relationships with client personnel
- Demonstrates sound planning skills and administrative routines so that engagements run smoothly
- Communicates the engagement status with his/her partner or the client and their advisors as directed on a timely and ongoing basis
- Manages the planning, administration, and conclusion of client engagements
- Is proficient with audit processes and responds to questions related to the assignments
- Identifies and brings to the partner’s attention potential high-risk or budgetary engagement issues
- Effectively oversees government agency audits
- Masters all financial client compliance with minimal partner input or review
- Meets rising standards of quality control
- Develops and advocates “best practice” policies and procedures to achieve department objectives
- Develops and leads in-house training sessions
- Sustains excellent research skills and correspondence
- Attends Continuing Professional Education training as scheduled
Risk Management
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- Ensures work products meet the standards established by White Nelson Diehl Evans, the AICPA and other governing bodies
- Takes responsibility for new client acceptance and protocol
Information Technology and Resource Requirements
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- Provides training on various software applications as assigned
Expectations
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- Complies with all firm policies and procedures, and position responsibilities listed above
- Represents self and firm in a professional manner in conduct and appearance
- Achieves minimum total hours and billable hours as established by Department Director
- Continues to strengthen his/her area of expertise in the area of practice in an industry or other specialized field as has been identified
- Maintains active CPA license
Education and Skills
The skills and education required for this position are:
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- Bachelor’s degree in Accounting
- Minimum of 5 years of public accounting experience
- Experience auditing local government entities and knowledge of GASB standards
- Active CPA license
- Excellent written and verbal communication skills
- Excellent research skills
- Proficient in multi-taking
- Excellent understanding, comprehension and ability to articulate auditing and accounting concepts
- Effective leadership, project management and team building skills
- Marketing and sales acumen
- Public speaking experience a plus