Works directly with Partners to support our Affordable Housing and Real Estate clients
Manage and develop staff through collaborative workgroups and mentoring
Lead on client engagements, including oversight of walkthroughs, work paper review, and helps to identify/resolve audit issues
Provide counsel and recommendations to improve client operations.
Analyses client transactions, recognising potential or existing problems, conducts appropriate research, and works closely with client on resolving issues
Serving as the Engagement Lead on specific client accounts, including pre-engagement planning, execution, and final deliverable
Develops a detailed engagement work plan, illustrating budgets and schedules
Monitors project status against the work plan and communicates schedule adjustments
Work closely with partners and team members in addition to client personnel.
Identify performance improvement opportunities
Supervise the assurance staff assigned to the engagement
Review client engagement documentation and work papers for accuracy and compliance with firm policies and professional standards, including issues memos, financial statements and related disclosures.
Organizes and instructs periodic department-wide technical training.
Development of Team Members:
Motivate and be respected by subordinates.
Demonstrate positive contributions to firm’s recruitment, education, development, and retention efforts.
Serve as a Mentor, Coach, and/or Career Advocate (if assigned).
Provide Team Members with timely and candid feedback – supporting the firm’s performance management process.
All other duties as assigned.
Preferred Experience/Background/Skills
Bachelor’s degree in Accounting or related degree
Seven or more years of applicable experience in Affordable Housing or Real Estate industry
CPA designation (required)
Excellent analytical, technical, and auditing skills including knowledge in USGAAP, GAAS, and PCAOB rules and standards
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Excellent supervisory, analytical and leadership ability
Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical and research abilities
Superior knowledge of general accounting and assurance services including skills knowledge plus the application of general theory.
Proficiency in Microsoft Office programs (Word and Excel required). Proficiency in ProSystems, Engagement fx, or alternatively another paperless audit environment such as Creative Solutions or CaseWare preferred.
Excellent verbal and written communication skills.
Strict adherence to professional ethics.
Ability to successfully contribute to the success of a strategic business unit of the firm.
