Job Description

Job Description

Job Description

Responsibilities

• • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client's business and control systems; building and maintaining good client relationships.
  • Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies.
  • Signs attest opinions as a representative of the firm when assigned the role of engagement partner.
  • Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy.
  • Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation.
  • Responsible for ensuring engagements are properly scheduled.
  • Serves as a subject matter expert in discipline or industry, specifically for not-for-profit clients.
  • Ensures billing and collection practices are executed by engagement teams in accordance with firm policy.
  • Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy.
  • Plays a pivotal role in staff performance evaluations, reviews and periodic counseling.
  • Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed.
  • Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm.
  • Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings.
  • Maintains appropriate compliance with all Firm-wide policies and procedures.

Qualifications

• • Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, etc.) in California and/or Oregon
  • Bachelor's degree in accounting or related field.
  • Holds a current and valid CPA's license.
  • Ability to travel to assigned client locations.
  • Demonstrated ability to bring in new business to a CPA Firm.
  • Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller of the United States.
  • Ability to direct, review and train departmental staff.

Working Conditions

• • Hybrid working environment (work from home, office or client location)
  • Same day travel for work at clients' offices, meetings, and seminars, as needed
  • Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars
  • Occasional overtime work required throughout the year; heavy overtime work may be required from August to February to allow us to meet our Not For Profit and Government Sector clients' deadlines.

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