What You'll Do:

• Assume full responsibility for planning, supervising, and controlling all phases of the firm’s regular services for Financial Services clients delegated by Partners
• Project and plan the timing of the workload to promote the most efficient operation of the staff
• Lead the decision-making process for assigned engagements and clients; keep the engagement Partner fully informed of significant decisions, engagement process, the client’s situation, and potential concerns
• Develop a responsible and trained team through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as a discussion leader in professional development programs
• Supervise preparation of the engagement letter for approval by the engagement Partner, discuss the terms of the assignment with the client, and ensure client signs and returns the engagement letter before the start of the engagement
• Evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the engagement Partner for approval
• Follow engagement process through monitoring time budgets and deadlines, communicate essential developments to the engagement Partner along with facts, conclusions, and recommendations, and providing ongoing attention to client management
• Support employee development with ongoing coaching and training, recognize and handle challenging staff situations and client personnel matters, and obtain a strong interest in attracting and developing staff
• Perform other duties as assigned

What We're Looking For:

• Excellent written and oral communication skills
• Strong client service skills with the ability to interact with all levels of management
• Client service-oriented with ability to interact with all levels of management
• Detail-oriented; strong planning and organization skills; ability to make decisions
• Resourceful in recognizing technical problems and developing solutions
• Awareness of current developments affecting area of expertise
• Advanced technical knowledge of audit, accounting, and other relevant concepts
• Experience with financial statement preparation, audits, reviews, and compilations
• Ability to travel to client sites that may also require overnight travel
• Knowledge of FASB standards, GAAP, and GAAS
• Understanding of audit and attest services

Your Qualifications:

• CPA required
• Bachelor’s Degree in Accounting required
• Personnel management experience required
• Public accounting experience
• 6 years of audit experience preferred
• Financial Services/Banking industry experience required
• Experience utilizing CaseWare and data analytic software (IDEA, Excel TeamMate, etc.)