Audit Shareholder

Job-ID: 2026-07-Audit-Director-Shareholder-KCLocation: Overland Park, KSSource: KSJOB SUMMARYThe Creative Planningis an AuditShareholderin BerganKDV. The AuditDirectorplays a key leadership role in managing the firms audit engagements, ensuringhigh-quality service delivery, client satisfaction, team development, operational excellenceand practice growth. Working closely with the Audit Managing Director, the AuditDirectoroversees complex engagements, drives business development and mentors staff tomaintain strong client relationships and uphold the firms culture.JOB DUTIESQualityLead the preparation, review and signing of attest engagements, ensuring technicalaccuracy.Support client relationship-building initiatives through regular check-ins and value-add touchpoints to maintain a high level of client retention.Assist in onboarding new clients and defining engagement scope and deliverables.Operate with a client-first mentality to exceed client expectations and generateOversee day-to-day audit engagement execution to ensure quality, timeliness, andbudget compliance.Identify operational challenges and suggest process improvements.Develop and implement engagement budgets, workplans, pricing structures andassist with resource allocation.Ensure team compliance with firm processes and use of technology tools andsupport implementation of new software, automation tools, and workflowefficiency.Lead regular production meetings and manage workload distribution to leveragework appropriately, monitor engagement progress and resolve bottlenecks.Growth& BrandAchievepersonal and assist with the teams growth goals.Model a growth mindset by providing referrals to other Creative Planning services.Developand execute a personal brand strategy to identify opportunities within newand existing client relationships.Support business development initiatives, including pitches and proposals.Represent Creative Planning at community and industry events.Maintain a professional network with center of influencerelationships, activelyseeking, making, and exchanging referrals.Mentor staff on how to identify growth opportunities and enhance clientrelationships.Collaborate with others on content creation (e.g., articles, webinars) that enhancethe firms reputation.CultureModel Creative Planning values.Provide and ensure open communication withall team members to promote apositive learning environment that focuses on trust, transparency andaccountability.Lead with a disposition of optimism and encouragement by being a role model andmentor to team members while ensuring other team leaders do the same.Help team members achieve their goals through training, coaching anddevelopment.Foster a supportive team environment and atmosphere that attracts and retainstop talent.Provide clear, timely, and respectful feedback to team members at all levels.Drive purpose, connection, and meaning in the work while managing the teamswork-life harmony.ATTEST PRACTICE AREASThe attest practice encompasses four specialized areas of expertise. Each area may call foradditional training, unique skill sets, or prior experience to be successful in the role.For-Profit BusinessesGovernmental OrganizationsNon-For-Profit OrganizationsForensicsTECHNICAL SKILLSHistory of signing audit engagements while meeting quality standardsStrong technical knowledge on a variety of technical matters,Proficient in Microsoft Office SuiteFamiliarity with audit software, project management tools, and emergingtechnologiesExcellent analytical skills and problem-solving abilitiesProven experience in leadership, team building, and communication skillsREQUIRED EXPERIENCE / QUALIFICATIONSActive CPA Certification10+ years of Audit experienceincluding a strong track record of working withclosely held business entitiesDemonstrated expertise in audit and attest servicesBachelorsdegreein accounting or related degreeCreativePlanning