Apply on Employer Site

YHB | CPAs & Consultants · 18 hours ago

Audit & Assurance Supervisor | Financial Services

Owings Mills, MD

Full-time

Hybrid

Senior Level

YHB is a firm focused on building relationships and helping employees take ownership of their careers. The Audit & Assurance Supervisor will lead assurance engagements, supervise Associates' work, and develop subject matter expertise while maintaining strong client relationships and contributing to business development efforts.

AccountingComplianceConsultingWealth Management

Responsibilities

Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization

Follow YHB guidance regarding secure use of hardware, software, and client information. Hold Associates accountable for protecting YHB assets and information

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

Continually strive to develop and maintain a high level of technical competence

Be capable of drafting professional correspondence to clients and superiors on complex subject matter

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

Prepare workpapers that are neat, organized, and cross-referenced

Review workpapers prepared by Associates for accuracy, content, reasonable procedures, and supportable conclusions

Assign Assurance sections for Associates, allowing you to complete more technical and challenging Assurance sections

Complete assignments on time and within budget

Assign review comments to Associates on the engagements and verify the review comments have been appropriately addressed

Address review comments from the Manager and/or Principal

Provide input in the planning aspects of the engagement to improve quality and efficiency

Assist in preparation of current file and financial reporting requirements, if applicable to the engagement

Evaluate engagement performance and formalize suggestions for improvement of next year’s engagement

Communicate with team members on job responsibilities (i.e., equipment responsibilities, dress code, and basic understanding of client) prior to arrival

Maintain the complete confidentiality of firm and client information

Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines

Present yourself and your work product to clients and co-workers in a professional manner

Demonstrate working knowledge of clients’ business needs by identifying issues and discussing resolutions with in-charge employees and implementing resolutions throughout the engagement process

Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop

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

A commitment to respond to clients within 24 hours

Maintain daily time entry for accurate reporting firm wide

Recognize that practice expansion comes from existing clients as well as potential clients

Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity

Participate in civic/professional organizations, as well as YHB marketing activities

Continue to gain an understanding of service capabilities

Develop a network of contacts and seek ways to increase firm visibility

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

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

Accept constructive input from and offer constructive feedback to Managers and Principals

Honestly assess own performance upon completion of engagements or assignments

Solicit overall performance feedback on assigned areas from in-charge employees

Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge

Gain understanding of department goals and responsibilities

Take responsibility for attaining chargeable hour requirements

Participate in industry meetings and seminars

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

Understanding the role of Manager and working to expand roles and responsibilities to that level

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

Provide Associates with the framework to complete assignments based on experience levels

Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed

Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses

Offer constructive feedback to Associates

Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others

Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees

Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others

Qualification

CPA certificationAccounting knowledgeFinancial institutions expertiseTechnical writingClient relationship managementEffective communicationTime managementTeamworkSelf-motivation