Plans, supervises and reviews multiple and more complex engagements and other client assignments. Effective in managing staff and engagements to meet the Firm’s metrics/Operating Plan, including client retention and staff turnover goals.
Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.
§ Experienced at performing and can direct research of accounting treatment of transactions using current technical accounting literature within the GAAP and SEC hierarchies.
§ Take lead role in preparing and delivering proposals.
§ Monitor engagement progress against client expectations.
§ Proactively works on Business Development activities including internal and external marketing and participation in the proposal process.
§ Consistent performance of audit plan in all financial statement areas (in most situations).
§ Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing audit/test programs and identifying risks or significant matters that require further discussion with the Engagement or Technical Partner.
§ Plan multiple concurrent client engagements including scheduling, deploying of resources and exhibits effective project management.
§ Supervise up to 15 or more staff on multiple concurrent engagements.
§ Bachelor’s degree in Accounting or related field.
§ Masters degree in Accounting or related field preferred.
Excellent written and verbal communication skills.
§ Team orientation and strong interpersonal skills.
§ Proficient at Microsoft Office product suite.
§ Outstanding leadership skills.
§ Strong project management skills.
§ Strong relationship management and practice development skills.
§ Proven ability to manage, mentor and develop staff.
§ Demonstrates independent thinking and strong decision-making skills.
§ CPA with 7 or more years of public accounting experience or its equivalent.
§ Possess technical knowledge sufficient to supervise Managers and Senior Associates.
§ Experience with a variety of public sector & NFP clients required.