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YHB | CPAs & Consultants · 3 days ago

Audit & Assurance Manager

United Industrial Park, NC

Full-time

Hybrid

Senior Level

YHB | CPAs & Consultants is a firm that values relationships and professional growth. The Audit & Assurance Manager is responsible for managing client engagements, ensuring client satisfaction, and contributing to business development while mentoring junior staff members.

AccountingComplianceConsultingWealth Management

Responsibilities

Possess a thorough understanding of technical issues and provide solutions for clients. Apply a practical understanding of technical knowledge as it relates to assigned engagements

Follow YHB guidance regarding secure use of hardware, software, and client information. Hold employees accountable for protecting YHB assets and information while out in the field

Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques

Share in the responsibility for keeping professionals informed on changes in standards, regulatory requirements, rules, and specialized industry laws and regulations

Build on engagement experience and target self-improvement activities to begin to develop broad-based business knowledge

Possess excellent communication skills in expressing opinions, teaching, coaching, and directing team members, working with clients, and documenting procedures

Plan, communicate, and supervise procedures based on engagement objectives

Address problems and propose solutions by applying strong analytical techniques

Identify the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and team members

Responsible for the timely completion of engagements, often working under pressure

Review workpapers prepared by the engagement team for accuracy, content, reasonable procedures, and supportable conclusions

Attain proficiency in using accounting research tools

Draft professional correspondence to clients on complex subject matters

Draft and review formal communications that contribute to the planning and completion of the Assurance engagement

Assign review comments to team members and verify review comments have been appropriately addressed

Coordinate engagement planning to improve quality and efficiency

Ensure complete preparation of current file and financial reporting requirements, if applicable to the engagement

Obtain necessary level of knowledge to be able to handle issues that may be outside of existing knowledge base or be able to identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise

Demonstrate good judgement by identifying potential issues and, as appropriate, elevate such matters to superiors early in the engagement process, along with recommended potential solutions for dealing with such issues. Ensure resolution of issues encountered during engagement

Simultaneously manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets

Demonstrate a thorough working knowledge of clients’ business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience gained to add value to the service provided

Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year

Be aware of potential additional service areas to clients or opportunities to expand services

Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service

Be aware of changes in our new regulations and identify clients that may be affected by such changes. Be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients

Strive to complete engagements timely, within budget, and with acceptable realization

Coordinate engagement staffing

Develop finely tuned listening skills

A commitment to respond to clients within 24 hours

Participate in billing process or assume billing responsibility appropriate for client assignments

Participate in the Peer Review, PCAOB, and other quality control processes, as applicable

Maintain daily time entry for accurate reporting firm wide

Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups

Begin to generate leads and turn them into new business opportunities

Participate in YHB marketing activities and help coordinate marketing efforts

Understand YHB’s mission, vision, and strategic goals

Assist in proposals and presentations for current and potential clients

Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc

It is required to have a genuine interest in investing in the growth of others as professionals as well as refining and polishing your skills used in managing people; includes circle employees and any professionals you collaborate with on a team engagement

Willingly accept newer staff on engagements and provide them with the necessary on-the-job training

Effectively delegate, provide timely and relevant performance feedback, and help and encouragement, as needed

Advise and mentor team members; evaluate team member performance on individual engagements and annually to guarantee quality client service

Manage circle employee growth by preparing personal development plans, while meeting the minimum firm and professional education requirements

Participate in the design, development, and implementation of internal continuing education sessions

Be cooperative and helpful to all team members and always promote teamwork within YHB

Motivate team members and coordinate efforts with other team members and peers

Work to build professional relationships with clients, other firm members and departments, and own peer group

Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc

Take responsibility for attaining chargeable hour requirements

Maintain the complete confidentiality of firm and client information

Address all issues in a professional and respectful manner with other employees

Participate in non-profession related community activities

Gain understanding of department goals and responsibilities

Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB

Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required

Qualification

CPA certificationAccounting knowledgeFinancial Services experienceAnalytical techniquesClient managementBusiness developmentEffective communicationTeam leadershipTime managementIntegrity