Audit Manager

Overview

Summary:

Liaison between partners, directors, professional staff, and clients; responsible for managing multiple client engagements simultaneously by scheduling, staffing, and coordinating engagement workflow; provides training and feedback to team members and develops relationships to generate new business for the firm.

Client Service & Technical

• Exhibits the technical knowledge and ability to manage and oversee fieldwork on assigned engagements in an organized and efficient manner including, but not limited to, oversight and review of engagement scheduling, engagement planning, timeline and budget monitoring, timely review of work papers, timely closing of engagement binder, timely completion of staff evaluations, and other similar responsibilities.
• Stays up-to-date on new accounting pronouncements/standards and communicates how those changes will impact the Firm’s clients.
• Manages, plans and organizes audits; communicates with clients to conduct fieldwork at client sites to gather and review documentation necessary to complete the engagement.
• Performs accounting research to solve issues that arise during audit or compliance engagements.
• Ensures engagement procedures comply with professional requirements and identifies engagement efficiencies.
• Demonstrates ownership and responsibility of engagements and tasks assigned, including proactive communication of status, issues, and other concerns with the engagement director or partner in an organized, accurate and timely manner.
• Manages deadlines and internal and external expectations in a timely and organized manner.
• Meets with client contact on questions, recommendations, and findings.
• Prepares work papers, writes audit reports, management letters, and other client deliverables.
• Maintains knowledge of accounting and audit requirements, ensuring compliance with internal and external requirements, and staying abreast of any changes.
• Maintains the required CPE for Firm and licensing standards.
• To accommodate needs of clients, 20-30% time may be spent traveling, with 10-15% being overnight travel.

Client Relationships & Development

• Participates in proposal process, client presentations, board presentations, firm marketing initiatives, and other similar functions.
• Develops an understanding of the service capabilities and offerings of the Firm, recognizing opportunities to provide additional services to new or existing clients.
• Establishes and maintains long-term working relationships with clients.

Leadership & Administration

• Demonstrates leadership including effective and timely engagement oversight, timely and accurate communications with staff at all levels, timely identification of technical issues, and timely client communications regarding open items.
• Monitors workload to meet billable hour and realization expectations and to ensure efficient scheduling of staff.
• Mentors and develops staff, including participation in recruitment and retention of professional staff.

Competencies

• Strong communication skills, both orally and in writing.
• Ability to interact and maintain professional relationships with all staff as well as clients.
• Ability to handle multiple engagements simultaneously while maintaining consistency, accuracy and providing superior service.
• Must be well organized, detail oriented, and thorough.
• Exhibits strong analytical ability and diligently performs assigned tasks with the highest degree of professionalism and integrity.
• Must exhibit a high degree of professionalism including maintaining confidentiality.
• Must set an example for staff at all times and recognize they are constantly observing the manager’s behavior.
• Ability to work independently and as part of a team with professionals at all levels.
• Exhibits excellent client service skills including identification of opportunities to provide additional services to clients and/or non-clients.
• Participates in firm, professional and civic activities that contribute to the community and overall marketing effort.

Supervisory Responsibilities

Supervises lower-level Audit staff. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws; responsibilities may…