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. Responsibilities 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 workpapers, 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 include training employees, planning, assigning, and overseeing work; appraising performance; recognizing employees and offering constructive criticism; addressing complaints and resolving problems. Qualifications Education And/or Experience Bachelor’s degree from a four-year college or university in Accounting with a strong academic record (minimum GPA 3.0); CPA certification required; six years current and/or recent public accounting audit experience required; supervisory experience required. Computer Skills Proficient in Microsoft Word and Microsoft Excel; working knowledge of office equipment and hardware; proficient with computer audit applications and Firm software; proficient with online research products. Other Skills Working knowledge of GAAP, SAS, and audit procedures. Firm Culture/Client Service Promotes the firm’s culture, including developing relationships with clients on a personal level and catering to their specific needs. Ability to interact and communicate appropriately with other employees, clients and management. Actively develops team members at all levels. Ability to serve clients in a manner that supports superior client relations. Physical Demands/Work Environment Regularly sit, talk or hear; frequently walk or use hands; occasionally stand, reach, stoop, kneel, crouch or crawl. May lift up to 10 pounds frequently and up to 25 pounds occasionally. Vision requirements: close, distance, and ability to adjust focus. Noise level usually quiet. This job description is not a contract and may be adjusted as deemed appropriate in the Firm’s sole discretion. Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administer all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non-job related disability, veteran/military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law. Job Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Finance Industries: Accounting Referrals increase your chances of interviewing at Heard, McElroy & Vestal, LLC CPA. Get notified about new Audit Manager jobs in Monroe, LA. Advisory | Accounting | Audit | Tax | Payroll #J-18808-Ljbffr