Audit Manager - EBP

We are actively seeking an accomplished Audit Manager to join our team in Bethesda, MD, overseeing a spectrum of audit engagements, primarily focusing on intricate employee benefit plans (multi-employer, defined-benefit, defined-contribution, health & welfare, etc.), as well as labor unions, non-profit audits, and for-profit client engagements. With offices spanning NJ, NYC, and a workforce of 100 employees, we are a dynamic CPA firm committed to excellence.

Responsibilities:

• Leadership and Coordination:
  • Supervise and coordinate staff on various engagements, efficiently managing planning, delegation, and review processes.
  • Conduct necessary research and communicate pertinent information to clients.
  • Review complex financials prepared by staff.
• Client Advisory and Compliance:
  • Advise clients on regulatory concerns, recommending enhancements in internal controls and accounting procedures.
  • Ensure timely completion of audits within allocated budgets.
  • Finalize reports well in advance of deadlines, allowing for thorough top-level and quality control reviews.
• Client Relationship Management:
  • Maintain regular contact with clients to address their needs and ensure a seamless and efficient workflow.
  • Conduct informal ongoing and formal semi-annual reviews of staff performance.
  • Act as a mentor to staff, providing career coaching, problem-solving, and technical development.
• Industry Knowledge and Marketing:
  • Stay abreast of regulatory and industry changes.
  • Play a pivotal role in the firms marketing activities and internal initiatives.
  • Contribute significantly to the development and growth of the firm.

Qualifications:

• 5-10 years of experience in a public accounting setting in an audit role with progressively increasing responsibilities.
• Significant experience in auditing complex Employee Benefit Plans is a prerequisite; experience in auditing diverse clients, including non-profit organizations, labor unions, and commercial entities, is highly desirable.
• Valid CPA license is mandatory.
• Knowledge of Pro System Engagement and Pro System Tax is a plus. Advanced Excel expertise is required.
• Flexibility to travel to client locations, including NJ, NYC, Maryland, Virginia, and Washington D.C., with approximately 15-20% out-of-town domestic travel.
• Possession of a valid drivers license and regular access to a car is essential.

The ideal candidate will demonstrate entrepreneurial instincts, positioning themselves for a potential path to partnership within our dynamic and growing firm. If you are a seasoned Audit Manager with a passion for excellence and a commitment to professional growth, we invite you to join our collaborative team and contribute to the success of our clients and the firm.