Audit Supervising Senior

POSITION SUMMARY:

Audit Supervising Senior leads and supervises large/complex audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients. Audit Supervising Senior will be responsible for coordinating day to day duties of planning, field work, and wrap up while supervising the engagement team. The position is responsible for acting as the client contact for basic questions and information that may be involved in all assigned client engagements.

JOB RESPONSIBILITES

AUDIT, ACCOUNTING, AND TAX:

• Develop superior technical knowledge so that supervision is rarely needed; presents work for review that requires minimal changes, including:
  • Initiate and coordinate audit planning process with supervisor
  • Initiate and coordinate staffing requirements with supervisor in advance of fieldwork
  • Develop audit plan, including budget and necessary audit programs (utilizing the Calibre Standard Programs)
  • Document accounting systems, internal controls, identify significant audit and fraud risks and assess audit risk
  • Audit challenging and/or high-risk areas requiring greater technical expertise.
  • Assign work to staff that will challenge and allow for growth while staying within budget.
  • Prepare financial statements and other client deliverables requiring minimal review comments.
  • Prepare and/or review tax returns in a timely manner.
  • Review client tax returns, Forms 990 and 5500
  • Review all work completed by those employees being supervised
• Identify and communicate accounting and auditing matters to managers, directors, principals, and partners in a timely manner
• Identify internal control matters and other value-added comments for potential communication to the client
• Clear open review notes in a thorough and timely manner and supervise post fieldwork wrap up.
• Maintain updated job status in project management system GoFileRoom
• Continue to develop areas of specialty in one of our niche industries; identifying concepts in which to become an expert

CLIENT MANAGEMENT:

• Supervise engagement, making sure quality work is performed, within budget and on time:
  • Develop, present and adheres to approved budget
  • Plan and administer all engagements with minimal assistance
• Ability to supervise multiple client engagements simultaneously
• Interact with clients efficiently, representing the Firm in a positive and professional manner
• Assist in maintaining active communication with key client personnel throughout the year
• Ability to earn the trust and confidence of clients and colleagues

TECHNICAL SKILLS:

• Advanced technical knowledge of accounting practices
• Proficiency in Excel, Word, PowerPoint
• Proficiency in Firm software (ProSystem, Engagement, GoFileroom)
• Advanced knowledge of GAAP and GAAS

PROFESSIONAL DEVELOPMENT:

• Actively pursue and pass the CPA exam
• Participate in the Firm’s business development activities by identifying leads for managers, directors, principals, and partners to close and opportunities for expanded services
• Participate and takes an active role in Firm-sponsored education, recruiting, social, and community service activities
• Active in developing staff; responsibilities to include:
  • Coaching and developing audit staff and seniors
  • Supervise staff on engagements, review work and provide constructive review comments
  • Proficient in delegation and engagement management,
  • Provide on the job training and timely, constructive performance feedback for each engagement, including required engagement evaluations.

COMPETENCIES:

• Excellent Oral and Written Communication skills
• Excellent Time Management and Organizational Skills
• Sound Business Judgment
• Delegation and People Management
• Multi-tasking
• Industry Expert

POSITION TYPE:

• Full-Time, Permanent

WORK ENVIRONMENT:

• This job operates in a professional office environment; 80-90% of time spent at client sites. This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanners.

PHYSICAL REQUIREMENTS:

• Ability to sit at a desk and work on a computer for extended periods of time.
• Regular use of hands and fingers for typing, data entry, and handling paper documents.
• Ability to read, analyze, and interpret detailed information on computer screens and in printed materials.
• Clear verbal and written communication skills to interact effectively in person, by phone, and in virtual meetings.
• Occasional requirement to stand, walk, bend, or reach for office materials.
• Ability to lift and carry files, binders, or office supplies weighing up to 20 pounds.
• Ability to travel occasionally for training, firm events, or client meetings (if applicable).

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.

TRAVEL:

• Local and overnight travel to client sites
• Valid U.S. Drivers License required

REQUIRED EDUCATION AND EXPERIENCE:

• A Bachelor’s Degree in Accounting from an accredited college/university
• Minimum two years of audit experience
• CPA eligibility

PREFERRED EDUCATION AND EXPERIENCE:

• CPA Certification
• Experience with the following industries:
  • Not-for-profit
  • Labor Unions
  • Employee Benefit Plans
  • Commercial Entities
• Experience with Audits performed under Uniform Guidance standards

WORK AUTHORIZATION:

• Must have valid work authorization for employment in the United States

OTHER DUTIES:

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PROMOTION CRITERIA TO AUDIT MANAGER

• Exceptional performance for 2-3 years as a audit supervising senior, at a minimum
• Jobs are turned in to supervisor complete with all supervised employees work reviewed, deliverables drafted, and minimal review comments required.
• Excellent technical ability across a broad range of areas
• Applies GAAP and other technical standards appropriately in all situations.
• Stays current on technical industry developments
• Effectively communicates status of engagement with supervisors in a timely manner; anticipates client needs and plans accordingly.
• Plans, monitors and controls engagements effectively, efficiently and within budget
• Maintains an open items list which is effectively managed.
• Always meets client and supervisor-imposed deadlines
• Established credibility with clients and Firm personnel
• Actively involved in practice and staff development
• Completed the CPA exam and is certified as a CPA

EEO: Calibre is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.