Audit Senior Manager
About The Position
Plan and direct all phases of assurance engagements, including staffing, engagement planning, scheduling, and execution, in collaboration with Managers, Principals, and Partners. Lead and oversee complex audit engagements for financial services clients, including investment funds and broker‑dealers. Develop audit programs, working papers, and internal audit reports, including presentations to governance bodies such as Audit Committees. Plan engagement logistics, including coordinating work performed by other departments or specialists. Evaluate audit risks and internal control environments and communicate identified risks and recommendations clearly to Principals and Partners. Review and approve working papers to ensure engagements are performed in accordance with generally accepted auditing standards. Review financial statements, related notes, schedules, and management letters for Partner and client discussion. Determine potential contingent liabilities through correspondence with legal counsel, review of meeting minutes, and direct client inquiry. Serve as the primary point of contact for multiple key client relationships. Support the Partner group in identifying, developing, and promoting new service delivery capabilities and channels to meet evolving market and client needs. Contribute to the development of industry expertise and the firm’s market profile within financial services. Participate in the development of staff by providing training, coaching, and constructive feedback through working paper reviews and performance discussions. Collaborate with Firm leadership to establish and refine best practices, performance metrics, and standards that enhance efficiency and client service. Oversee billing practices in accordance with Firm standards to ensure timely, accurate invoicing and collections.
Requirements
- A minimum of ten (10) years of progressive experience in public accounting or equivalent, including leadership of complex audit engagements
- Direct financial services audit experience, specifically including investment fund and broker‑dealer audits
- Demonstrated ability to manage multiple engagements, teams, and client relationships simultaneously
- Deep understanding of auditing standards, internal controls, risk assessment, and professional judgment
- Strong leadership, mentoring, and communication skills
- CPA license in good standing
- Active Virginia Driver’s License
Responsibilities
- Plan and direct all phases of assurance engagements, including staffing, engagement planning, scheduling, and execution.
- Lead and oversee complex audit engagements for financial services clients, including investment funds and broker‑dealers.
- Develop audit programs, working papers, and internal audit reports, including presentations to governance bodies such as Audit Committees.
- Plan engagement logistics, including coordinating work performed by other departments or specialists.
- Evaluate audit risks and internal control environments and communicate identified risks and recommendations clearly to Principals and Partners.
- Review and approve working papers to ensure engagements are performed in accordance with generally accepted auditing standards.
- Review financial statements, related notes, schedules, and management letters for Partner and client discussion.
- Determine potential contingent liabilities through correspondence with legal counsel, review of meeting minutes, and direct client inquiry.
- Serve as the primary point of contact for multiple key client relationships.
- Support the Partner group in identifying, developing, and promoting new service delivery capabilities and channels to meet evolving market and client needs.
- Contribute to the development of industry expertise and the firm’s market profile within financial services.
- Participate in the development of staff by providing training, coaching, and constructive feedback through working paper reviews and performance discussions.
- Collaborate with Firm leadership to establish and refine best practices, performance metrics, and standards that enhance efficiency and client service.
- Oversee billing practices in accordance with Firm standards to ensure timely, accurate invoicing and collections.
Benefits
- Comprehensive medical, dental, and vision coverage
- 401(k), HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life insurance
- Generous Paid Time Off and Paid Care Leave
- Additional programs and resources to support you and your family
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
