Tax Supervisor: Lead Tax & Assurance Engagements

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Patrick & Raines CPAs seeks bright, enthusiastic individuals to join our team. Read about our knowledgeable and productive team members. We are growing a culture for our team to excel in, with amazing opportunities to help in our community and continually working on team building in our organization.

We hold ourselves to a higher standard, constantly finding ways to improve our clients’ futures, today. As a full-service CPA firm, we provide all aspects of accounting to our clients, including tax preparation and planning, attest services, bookkeeping, IRS representation, and business consultation.

Responsible for the overall attest engagements. This position reports to the partners. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs.

We envision our Assurance Manager & Supervisor to not only be a senior assurance technician who can complete an Accounting or Assurance engagement to the level of minimal review & rework by the tax manager/partners, but also someone who can also coordinate & manage assurance engagements (and other returns & engagements as needed in the absence of another Manager). This unique person would need to be super organized and begin documenting our workflows, standardizing our work product and internal processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things.

• Develop and implement auditing procedures and programs.
• Supervise and conduct independent audits for for-profit and non-profit clients, 401(k) audits, and single audits in an electronic format.
• Implement Standards updates to all the affected firm personnel to insure everyone is compliant with current standards.
• Maintain Quality Control Program and Peer Review Program.
• Provide supporting work papers and assistance to tax department to enable them to efficiently prepare the related tax returns of attest engagement clients.

Supervisor Responsibilities:

• Manage and train employees in the auditing and accounting department.
• Employees from the tax department may also be utilized in auditing procedures as necessary.
• Provide status updates to Audit Partner of all active engagements on a regular basis.

Education / Experience:

• CPA license.
• 5+ years of financial statement audit experience at a public accounting firm. Public accounting experience must be recent, at most 3 years removed.

Requirements:

• Experience working with privately held clients is a plus.
• Industry experience strongly desired in manufacturing, construction, not‑for‑profit.
• "Single audit" and GAAS experience needed.
• Ability to manage multiple projects and effectively delegate.
• Proficiency needed in Quick Books, PPC Practice Aids, Work papers CS or other electronic based audit software, Excel and Word.

Interpersonal

Skills:

• Exhibits time management and organization skills.
• Develops entrepreneurial approach to client service and good working relationships with client personnel.
• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.
• Accepts volunteer positions in community organizations.
• Continues to develop industry expertise.
• Understands firm ethics and demonstrates them consistently.
• Develops a broad general knowledge of economic, political, and business conditions.
• Performs such other duties as may be assigned.

Responsible for the overall attest engagements. This position reports to the Assurance Manager. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs.

We envision our Assurance Staff to be sharp, enthusiastic, and empathetic professionals who can work and can thrive in a challenging, dynamic environment.

• Perform analytical procedures.
• Perform substantive testing.
• Prepare audit programs and correspondence letters.
• Make sampling selections.
• Maintain an emphasis on quality control and assist, as needed, with the peer review program.
• Work independently, while understanding when you ask for assistance.

Education / Experience:

• 0-2 years of…