Audit Manager

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Job description

Summary of Responsibilities:

The Audit Manager is the liaison between the partner, the client, and the professional staff. Managers are responsible for managing multiple auditing, accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the firm. Managers are responsible for complying with professional standards and regulations.

Performance Expectations:

• Responsible for all phases of an audit, compilation, or review engagement.
• Plans, schedules and staffs engagements using firm policies and procedures, delegates responsibilities to audit staff when possible in order to maximize workflow.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business and industries they serve.
• Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
• Motivates staff by providing accurate, specific and timely feedback and evaluating their strengths, weakness and progress continually so that staff can make modifications when necessary and continue to grow in their professional development, and acting as a mentor to less experienced staff.
• Develops and manages budgets for engagements and reviews causes of any significant deviations from predetermined budgets.
• Prepares engagement letter for approval by partner.
• Works to develop responsible, trained staff by preparing performance evaluations.
• Maintain high professional standards.
• Keeps partner informed of all important developments on engagement; analyzes issues and recommends solutions.
• Communicates progress of engagements, issues and resolutions to client.
• Prepares invoices to clients and communicates details of fees to clients.
• Assists in departmental or firm administration functions as assigned by the Audit Partners
• Able to acquire, develop and retain clients. Nurtures and develops relationships with prospective clients for services performed by the firm.
• Manage all client engagements, regardless of complexity, in an efficient, timely, and professional way.
• Evaluates internal controls and work programs prepared by staff.
• Anticipates issues areas of engagement and questions that will arise.
• Ensures that financial statements, and other reports are prepared in accordance with professional and firm standards and other regulatory groups.
• Possesses a complete knowledge of the firm's philosophy and its opinions on financial matters.

Assignments:

Managers assume responsibility for all engagements and many administrative matters. These include:

• Able to perform all administrative and professional functions of subordinates.
• Preparing staff-level performance reviews.
• Exhibiting strong written and verbal communication skills by disseminating information to staff at all levels of the firm, as well as partners and clients.
• Preparing engagement budgets.
• Demonstrating the capacity to earn client's respect and trust, providing opportunities to sell existing clients new services and attract new business to the firm.
• Preparing client billing.
• Works with minimal supervision and identifies issues to discuss with partners before making decisions.
• Develops responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Participating in the firm's business development efforts.
• Preparing other reports and projects as requested from time to time by the partners.
• Serves as content developer as well as an instructor/presenter in department or firm-wide educational programs.
• Such other duties as may be assigned.

Professional Development:

Managers are expected to develop professionally by:

• Promoting the firm to increase profits by participating in civic, business, and professional organizations, while targeting contacts with professionals (e.g., private equity funds, lawyers, bankers, and realtors).
• Recruiting qualified staff members and taking on administrative duties.
• Learning and implementing new technology the firm introduces into the work environment.
• Participates in career development programs to improve managerial, communication, and interpersonal skills.

Education, Experience and Skills Required:

• Bachelor's degree in accounting or Master's degree in accounting. A Bachelor's or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam.
• A current and valid certified public accountant's license is required.
• Demonstrated ability to bring in new business to a CPA firm.
• Ability to communicate clearly and concisely in English, verbal and written.
• Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.
• Must be a member in good standing with the American Institute of CPAs and applicable state society.
• Proficient in use of computers and be familiar with tax software (preferably CCH) and tax research software.
• Frequent same day travel for work at client's offices, meetings, and seminars, using a personal vehicle.
• Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars, often using a personal vehicle.
• Occasional overtime work required throughout the year. Overtime and Saturday work may be required from mid-January through end of April as well as other times throughout the year depending on client needs.
• Minimal Safety Hazards: General office working conditions.

This job description does not list all the duties of the job. You may be asked by partners to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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