Assurance/Audit Sr.

Key Responsibilities

• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.
• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.
• Prepare and review workpapers, ensuring proper documentation and support for conclusions.
• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.
• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.
• Work on affordable housing engagements, including low-income housing entities and related compliance matters.
• Assist with engagements for homeowners associations; prior HOA experience a plus.
• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.
• Supervise, train, and mentor staff, providing clear instructions and timely feedback.
• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.
• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.
• Assist with implementation of new accounting and auditing standards for assigned clients.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA license preferred; candidates actively pursuing licensure considered.
• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.
• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.
• Solid knowledge of U.S. GAAP and generally accepted auditing standards.
• Proficiency with Microsoft Office and audit/engagement software.
• Strong analytical, organizational, and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to manage multiple engagements and deadlines.
• Team-oriented with demonstrated leadership and supervisory abilities. Certified Information Systems Auditor (CISA), Audit - Information Systems, Sarbanes Oxley Testing, Audit Senior, ITGC