Audit Manager

Overview

OBJECTIVE:
In fulfilling the Firm's mission, the Manager is a liaison between Officers, clients and Firm staff. The Manager supports the Firm's goals and values through all professional communications and the maintenance of positive working relationships. The A&A Manager will have a high level of technical and leadership knowledge and experience. The Manager is responsible for overseeing client relationships, which would include managing multiple audit and accounting engagements simultaneously, as well as coordinating the delivery of other services, developing business proposals and other supervisory and administrative duties as required.

The A&A Manager oversees a group of staff and is responsible for managing their daily activities and career development. The A&A Manager retains significant responsibility to grow the firm through new business as well as the scope of services to existing clients. The A&A Manager is a dedicated team leader with advanced written and oral communication skills. The Manager consistently demonstrates integrity within the professional environment.

The Manager provides the example for staff to learn from and model for their own success. The A&A Manager is technically sound in all authoritative accounting and auditing standards applicable to the clients serviced.

Client Services

Identifies and assumes varying roles in the servicing of a group of clients. This could include full client service responsibility whereby all services are provided and coordinated by the manager with minimal officer involvement, or a more specific role in certain facets of the services delivered.

• Develops a relationship with key client personnel and provides valuable ideas on an ongoing basis.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business.
• Proactively and effectively identifies clients’ needs.
• Provides professional services on a basis that is cost effective to the client and firm.
• Monitors the timeliness and effectiveness of the delivery of services provided by others within the firm.
• Assist with the preparation of invoices to clients, assist in communicating details of fees to clients, and assume responsibility for fee collections, if requested by officer.
• Manages expectations of service including work products, timing, and value to be delivered.
• Maintains a knowledge of general economic conditions, political trends and legislative initiatives for their effect on clients.
• Uses knowledge of client’s industry to identify relevant trends, developments and key performance drivers and communicates this information to client management.
• Have a working knowledge of business taxes and personal income taxes.

A&A Engagement Management

• Performs higher level A&A engagements and expands ability to perform or supervise new types of engagements.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members, and uses current technology and tools to enhance the effectiveness of deliverables and service.
• Is responsible for all phases of audit, review, compilation, or other accounting engagements. Plans, supervises, reviews and controls A&A engagements of all sizes and complexities for compliance with all professional and firm standards. This includes supervising time budget development and fee recommendations, working with internal staff and clients to plan engagement objectives and strategies.
• Communicates with appropriate individuals within the firm and documents the status of A&A engagements. Keeps Officers informed of all important developments on engagement; analyzes problems and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client and audit team.
• Participates in the performance of procedures especially focusing on complex, judgmental and / or specialized issues.
• Demonstrates a thorough understanding of complex accounting and auditing concepts and their application to client situations.
• Continues to develop a specific area of technical expertise or concentration in servicing a segment of clients.
• Achieves the desired…