Senior for Audit & Assurance

Summary: This position is responsible for leading financial statement and compliance engagements of for profit, not-for-profit and governmental agencies, including but not limited to cities, villages, schools, universities, state agencies, construction companies and more.

The primary function of this position includes the following: Leading financial statement and compliance engagements in accordance with GAAP, GAGAS and GAAS standards or other applicable professional standards - including audit planning, preparation of audit programs, and work paper, prepare financial statements and draft footnotes. Perform accounting and auditing duties as needed in engagements.


Essential Duties and Responsibilities:


• Lead financial statement and compliance engagements in accordance with generally accepted auditing standards (GAAS), Generally Accepted Government Auditing Standards (GAGAS) or other appropriate accounting or other applicable professional standards or guidance.

• Responsible for examining and reporting on internal controls if engagement type includes this process.

• Perform analysis and diagnosis of client financial control issues and gaps if engagement type includes this process.


• Assist with accounting and financial reporting operations.

• Research and analysis of accounting practices.

• Prepare and review work papers that adequately document work performed and to support conclusions reached.


• Prepare and review reports for all engagements and audit findings, if engagement is an audit.


• Advise our clients on technical accounting and internal controls matter.

• Demonstrate a foundational understanding of the client environment and overall project scope.

• Independently perform tasks with some guidance to execute a portion of the project scope.

• Complete assignments within budget and by specified due dates.

• Train and mentor interns, staff I and staff II and be available for procedural and technical questions.

• Initial review of engagements you are leading.

• Monitor daily progress and set and oversee timelines and budgets for staff assigned on engagements you are in-charge of.


• Perform other miscellaneous duties and special projects as assigned.

• Perform any other duties as assigned.


Minimum Qualifications:

• Excellent interpersonal, oral, and written communication skills.

• Detail oriented & ability to multi-task.

• Strong accounting, analytical and organizational skills.

• Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.

• Proven knowledge of current accounting (GAAP) and auditing (GAAS) principals and their application, and proven ability to perform research in GAAP or GAAS as necessary to resolve accounting or engagement performance issues that may arise during the performance of the engagement.


Education and Experience:

• Bachelor's degree in accounting or related field, required.


• 3 - 4 years' experience in public accounting audit experience, preferred.


• Experience preparing audit reports, preferred.


• CPA exam qualified, preferred.


Physical/Mental/Visual Demands and Work Environment:

• This job is conducted in an office work environment, sitting most of the time, working on a computer.

• Must be able to exert up to 20 lbs. of force occasionally.

• Travel is required.

Work Schedule:

• Typically, Monday through Friday, 8am-5pm.

• Additional hours are required during peak season.

• 10-15% travel is expected for this position.


The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. The Firm hereby expressly reserves the right to modify any or all job descriptions as it becomes necessary or appropriate.