Audit Manager (GASB)

JOB SUMMARY

The GASB Audit Manager plays an integral role in the successful completion of client attest engagements, team development, and business process improvement. The GASB Audit Manager will be responsible for helping to manage Government client engagements and relationships through an interactive approach to discovering clients’ attest needs. They will apply technical knowledge to solve client issues and improve their external audit experience.

JOB DUTIES

• Proactively engage with clients to meet their attest needs and provide insight and advise on business and internal control improvements
• Assign work to staff members on the basis of their knowledge and capabilities.
• Manage interns, Audit Staff/ Seniors/ Supervisors to provide feedback, evaluate their progress, and offer guidance and direction.
• Make sure all work assigned is completed on a timely basis within predetermined budgets.
• Contribute to staff performance reviews.
• Effectively communicate all aspects of work performed to clients and the broader GASB team.
• Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources that would be beneficial to the firm.
• Attend and participate in weekly team meetings, as well as periodic committee meetings as assigned.
• Recognize opportunities to provide additional services to existing clients.
• Manage all elements of their client book including: management of WIP and budgets on engagements, billing, scheduling client meetings, and client engagement.

REQUIRED EXPERIENCE / QUALIFICATIONS

• Candidate must be an active CPA and have a strong accounting background
• Bachelor’s degree in accounting or other related field
• Minimum of 5 years’ experience in public accounting and auditing with a thorough knowledge of professional accounting and auditing standards
• Proven supervisory experience
• Strong analytical and problem-solving skills
• Exceptional oral and written communication skills

TECHNICAL SKILLS

• MS Office /Windows experience particularly financial modelling and data management in Excel
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.