Audit & Assurance Specialist

Summary

This position is responsible for leading financial statement engagements and compliance engagements for for‑profit, not‑for‑profit and governmental agencies, including cities, villages, schools, universities, state agencies, construction companies, and more.

• Lead financial statement and compliance engagements in accordance with GAAS, GAGAS, or other appropriate professional standards.
• Examine and report on internal controls when required.
• Analyze and diagnose client financial control issues and gaps when required.
• Assist with accounting and financial reporting operations.
• Research and analyze accounting practices.
• Prepare and review work papers that adequately document work performed and support conclusions reached.
• Prepare and review reports and audit findings when audit is performed.
• Advise clients on technical accounting and internal controls matters.
• Demonstrate a foundational understanding of the client environment and overall project scope.
• Independently perform tasks with minimal guidance to execute a portion of the project scope.
• Complete assignments within budget and by specified due dates.
• Facilitate team development, train and mentor interns, accountant I and II, and be available for procedural and technical questions.
• Review engagements initially you are leading.
• Monitor daily progress and set and oversee timelines and budgets for staff assigned to your engagements.
• Perform other miscellaneous duties and special projects as assigned.
• Perform any other duties as assigned.

• Excellent interpersonal, oral, and written communication skills.
• Detail oriented with the ability to multi‑task.
• Strong accounting, analytical, and organizational skills.
• Extremely proficient with Microsoft Office Suite or similar software and the ability to learn new or updated software.
• Proven knowledge of current accounting (GAAP) and auditing (GAAS) principles and their application.
• Proven ability to perform research as necessary to resolve accounting or engagement performance issues that may arise during the performance of an engagement.

• Bachelor’s degree in accounting or related field, required.
• 5‑7 years of public accounting audit experience, preferred; +1 year as a mentor of entry‑level staff.
• Specialty designation or certification (EA, CFE, ERPA, ABV, QB Specialist), preferred.
• Experience preparing audit reports, required.

• Office work environment, sitting most of the time, working on a computer.
• Must be able to exert up to 20 lbs. of force occasionally.
• Travel is required.

• Typically Monday through Friday, 8 am–5 pm.
• Additional hours required during peak season.
• 10‑15% travel expected for this position.