Audit Principal

Novogradac•San Francisco, CA

About The Position

The Audit Principal oversees a variety of audit and other assignments designated by the Partner. The Principal works with minimal supervision, with an emphasis on technical review, engagement supervision, mentoring, and consistent delivery of high-quality work. The role supports engagement planning and execution, resolves complex technical matters, maintains client relationships, contributes to the Firm’s technical reputation, and helps support office and Firm profitability.

Requirements

Bachelor’s degree, preferably in accounting or finance; an advanced degree is a plus. The posting also allows an appropriate balance of education and work experience.
At least 15 years of public accounting audit experience, or an appropriate balance of education and work experience.
CPA license required.
Advanced technical understanding of auditing and accounting standards applicable to complex project-level and fund-level audit engagements.
Ability to identify, research, resolve, and clearly document technical audit and accounting matters.
Ability to communicate complex audit, accounting, and review matters clearly and professionally to Partners, engagement teams, and clients.
Intellectual curiosity and commitment to technical excellence, including researching unfamiliar matters and applying sound audit judgment.
Strong technical, professional, and supervisory judgment, including assessing audit risks, evaluating evidence, and challenging conclusions when appropriate.
Ability to perform detailed technical reviews accurately and efficiently, with attention to documentation, consistency, financial presentation, and Firm quality standards.
Strong organizational and follow-through skills to support multiple Partners, engagement teams, and concurrent technical review priorities.
Ability to prioritize a fast-paced, varied workload involving concurrent engagement reviews, technical questions, and changing Partner or client-service needs.
Ability to accept and apply feedback and direction from the Partner group and promote consistency in audit execution and review practices.
Ability to collaborate and foster a productive, team-oriented environment.
Strong computer skills, including Microsoft Office, particularly Excel, and report-writing tools.
Professional demeanor with coworkers and clients.
Ability to meet internal Firm deadlines, including time entry, billing, and fee schedules.
Availability to work evenings and weekends based on position needs, and to travel domestically if required.

Nice To Haves

Experience reviewing complex project-level or fund-level audits.
Experience in affordable housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), real estate, developers, partnerships, Housing Authorities (HA), Public Housing Authorities, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), property compliance, nonprofit, Single Audit, Uniform Guidance, A-133, forecasting, cost segregation, Year 15 Exit, tax-exempt bond, or HOME programs.
Advanced degree.

Responsibilities

Oversee assigned audit engagements and technical reviews, including planning, staffing, timing, technical issues, review comments, documentation quality, and timely completion in coordination with the Partner group.
Conduct technical engagement reviews of financial statements, audit workpapers, significant audit areas, documented conclusions, and complex technical matters.
Supervise and mentor professional staff, provide technical guidance, identify development opportunities, and maintain a respectful team atmosphere.
Use technical knowledge to identify and support value-added opportunities for existing Firm clients.
Participate in internal training, client training, technical discussions, publications, or similar activities as requested.
Maintain and strengthen existing client relationships through professionalism, responsiveness, technical competence, and service-oriented conduct.
Complete training courses to strengthen industry knowledge and develop technical expertise.
Support office and Firm profitability by managing time efficiently, supervising staff effectively, resolving review matters promptly, and helping engagement teams deliver high-quality work.
Meet internal Firm deadlines, including time entry, billing, and fee schedules.
Work evenings and weekends based on position needs and travel domestically if required.