How you will contribute:

• Carrying out audit, review, and compilation engagements
• Managing and supervising engagement teams on SEC audits and quarterly reviews
• Effectively identifying and evaluating audit risk, plan engagements, and execute the designed audit plan to ensure audit engagements are completed with defendable files and documentation
• Effectively reviewing engagement work papers prepared by Associates, Senior Associates, and others within the organization
• Managing the implementation of new and emerging accounting standards
• Providing clients with subject matter expertise in the areas of Generally Accepted Accounting Principles and Industry Accounting Practices
• Demonstrating effective professional writing and communication skills through drafting and reviewing client deliverables
• Effectively managing concurrent engagements (including planning, supervising, and executing projects) and meeting deadlines without client and team disruption
• Managing engagement fundamentals (e.g., realization, billing, utilization, leverage)
• Communicating frequently with clients and key stakeholders, ensuring that appropriate parties remain informed and involved in the project developments and conclusions
• Developing a network of clients and industry resources and deploying marketing techniques to contribute to the growth of the Financial Services team.
• Assisting in managing, developing, and coaching professional staff
• Building personal referral sources and clientele while actively participating in team marketing opportunities
• Participating in speaking and article-writing opportunities
• Completing CPE specific to the financial services industry

We are looking for people who have Forward Vision and:

• The ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions
• Ability to manage and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlines
• Ability to complete occasional travel
• High attention to detail as well as the ability to demonstrate strong analytical skills
• The ability to professionally write and communicate deliverables including but not limited to client meetings, internal meetings, and projects
• Advanced computer skills (Microsoft Office Suite) and ability to learn new software related to the accounting function of an organization
• Willingness to embrace lifelong learning and continually look for opportunities to bring value, grow within your areas of expertise, and share your passion for the Financial Services industry
• An aptitude to recruit and develop firm associates and team members
• An ability to prioritize and work independently in a fast-paced environment to reach clear-set goals

Minimum Qualifications:

• 5 years or more of audit experience in public accounting
• Experience with SEC reporting, including Form 10-K annual reports and Form 10-Q quarterly reports
• Experience supervising and managing PCAOB-integrated audits
• CPA license
• Bachelor's or Masters degree in Accounting
• Experience managing multiple complex client engagements