Creative Planning · 3 hours ago
Audit Supervisor (Government)
Kansas, United States
Full-time
Onsite
Mid, Senior Level
4+ years expCreative Planning is an independent wealth management firm that provides business consulting and professional services. They are seeking an Audit Supervisor to lead client engagements, manage audit teams, and ensure high-quality deliverables while fostering client relationships and mentoring junior staff.
ConsultingFinancial Services
Hiring Manager
Aubri Heitmann
Responsibilities
Plans, supervises, and reviews all levels of engagements
Applies and maintains advanced accounting standards and education
Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects, and overall assignments by utilizing available associates
Develops recommendations that reflect an understanding of client’s expectations, industry and business (e.g. goals, key success factors, strategy for competition) while adhering to client confidentiality standards
Conducts technical research to substantiate, challenge, or remedy client position related to accounting, auditing, tax, or industry issues
Builds authentic relationships with clients through all interactions. Works to identify areas where Creative Planning can further their business goals
Actively seeks opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue
Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement
Be a resource for other members of the audit team. This may include technical training and providing feedback on client engagements
Support the growth and professional development of yourself and your teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities
Actively participates in firmwide meetings, committees and teams
Model Creative Planning values
Qualification
Required
4+ years of audit experience including a strong track record of working with closely held business entities
A bachelor's degree in accounting or related degree
CPA Certification preferred
Risk assessment and analysis
Research and understand professional frameworks, standards, and guidance
Exceptional analytical, teamwork, and organizational skills
Detail oriented
Quality control
Proficient in Microsoft Office Suite
Familiarity with audit software, project management tools, and emerging technologies
Excellent written and verbal communication skills
Integrity, dependability, a positive attitude and a strong work ethic
Preferred
CPA Certification preferred
Company
Creative Planning
Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed
Leadership Team
Peter Mallouk
President & Chief Executive Officer
Recent News
2026-01-19
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-18
2026-01-15
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