Lead multiple assurance engagements by overseeing the planning, organizing, and execution of engagements.
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy; proactively works with client to gather data and follow-up on open items.
Delegates work effectively to ensure deadlines are met.
Assesses
and interprets the implications for the client; understands client’s tolerance for risk.
Stays current on regulatory and industry issues and shares applicable information with others.
Seeks business development opportunities through new or existing contacts.
Effectively supervises, trains, mentors, and develops associates and senior associates.
Provide training to co-workers and associates as needed on technical areas of expertise.
Proactively communicates work/project status with engagement team and client in a direct and respectful manner.
Create and maintain continuing professional education schedule for department staff.
Attends recruiting events to build the practice.
Flexibility to work weekends and extended hours during peak busy seasons.

Bachelor’s degree, preferred concentration in Business Administration or Accounting, from an accredited college or university.
Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years relevant experience.
Effective supervisory and delegation experience with staff in planning, performing, and completing audit engagements.
Ability to lead, coach and motivate staff.
Superior client service with the ability to manage multiple responsibilities simultaneously.
Strong technology skills and proficiency with all aspects of Microsoft Office.
Experience with ProSystem fx Engagement and Caseware are a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, verbal, and written communication skills.
Ability to manage time effectively and meet deadlines with accuracy.
Has a strong conviction and holds to the Firm’s core values of Integrity, Commitment, Excellence, Innovation, and Teamwork.

Audit & Assurance Supervisor, CPA

Key skills