Audit and Tax Manager

Kerich Business & Tax Solutions•Frederick, MD

2d•Hybrid

About The Position

The Audit and Tax Manager will work with limited supervision primarily as leader of a team (normally 1 - 2 staff) responsible for accomplishing all aspects of assignments. Team leader responsibilities include engagement management, allocation of resources, on-going guidance and mentoring, and preparation of performance reviews. Documenting and reporting the team’s findings, recommendations and agreed-upon corrective actions. This positions will also assist with individual and corporate tax return preparation. Partner opportunity available for qualified individuals. The Audit and Tax Manager oversees audit staff and performs higher level field work during audit engagements that evaluate financial reporting results of not for profit and private companies. Provide outstanding client service and communication. Oversees audit planning, field work, and financial reporting. Responsible for the daily supervision of audit staff and responsible for the development of audit staff and the completion of performance evaluations. Review audit work papers prepared by the audit staff to ensure accuracy, completeness, sound audit theory and compliance with the department's methodology. Prepare financial statements for suitability of presentation and adequacy of disclosures. Prepares reports and communicate findings and recommendations to client and firm management. Prepare Business tax return as part of audit engagements. Ensures that tax, audit, compilation and review engagements are completed timely and on budget.

Requirements

Audit experience in public accounting.
Tax preparation for corporate and personal returns.
Professional certification required (CPA).
Two (2) to Three (3) plus years of audit experience in a public accounting firm.
BS Degree in Accounting.
Demonstrated technical abilities in select areas (audit, accounting, regulatory, compliance, etc.).
Good analytical, interpersonal, time management, research, and communications skills.
Demonstrated ability to methodically evaluate bookkeeping errors contained in clients books.
Must be able to effectively work with new and changing situations including new industry regulations; where there may not always be a readily apparent solution.
Knowledge of generally accepted accounting principles and audit practices.
Must be capable of presenting results to senior management.

Nice To Haves

Knowledge of Ultratax software, QuickBooks and PPC publications.

Responsibilities

Lead a team of 1-2 staff responsible for accomplishing all aspects of assignments.
Manage engagements, allocate resources, provide guidance and mentoring, and prepare performance reviews.
Document and report team findings, recommendations, and corrective actions.
Assist with individual and corporate tax return preparation.
Oversee audit staff and perform higher-level field work during audit engagements.
Evaluate financial reporting results of not-for-profit and private companies.
Provide outstanding client service and communication.
Oversee audit planning, field work, and financial reporting.
Develop audit staff and complete performance evaluations.
Review audit work papers for accuracy, completeness, sound audit theory, and compliance.
Prepare financial statements for presentation and disclosure adequacy.
Prepare reports and communicate findings and recommendations to clients and firm management.
Prepare business tax returns as part of audit engagements.
Ensure tax, audit, compilation, and review engagements are completed timely and on budget.