- Lead multiple audits, reviews, compilations, and other assurance engagements from planning through financial statement issuance
- Set engagement strategy, assess risk, determine staffing and timelines, monitor progress, and resolve issues with partners and clients
- Review workpapers, financial statements, disclosures, technical memoranda, proposed adjustments, and required communications
- Manage engagement economics, including budgets, scheduling, realization, billing, and collections
- Research and communicate complex accounting, auditing, and financial reporting matters
- Support quality-management initiatives, inspections, peer review preparation, standardized tools, and process improvements
- Serve as primary day-to-day contact for assigned clients and build trusted relationships
- Lead planning, status, and results meetings; communicate findings, adjustments, internal-control observations, and information needs
- Develop practical recommendations based on clients’ businesses and operational realities
- Identify opportunities to connect clients with other MGA services and resources
- Supervise, coach, and develop assurance seniors and staff
- Participate in recruiting, onboarding, retention, staff deployment, and people-development initiatives
- Contribute to practice growth through client development, proposals, referrals, networking, cross-serving, and community involvement
- For Senior Manager candidates, assume greater responsibility for client portfolio management, technical consultation, staffing, succession planning, and practice strategy
Requirements
- Bachelor’s degree in accounting or a related field
- Active CPA license in good standing
- Progressive public accounting assurance experience, including current or recent Manager, Senior Manager, Director, or equivalent responsibility
- Ability to manage engagements from planning through issuance and supervise multiple teams, deadlines, budgets, and client expectations
- Strong knowledge of U.S. GAAP, generally accepted auditing standards, SSARS, and financial statement presentation and disclosure requirements
- Meaningful audit experience in oil and gas exploration and production or medical practices and healthcare services
- Strong written and verbal communication, project-management, analytical, and problem-solving skills
- Ability to work in the Houston area and travel to client locations as engagement needs require
- Approximately eight or more years of progressive public accounting assurance experience (preferred)
- Experience with privately held, owner-managed, or middle-market businesses and client portfolios and engagement profitability (preferred)
- Experience with business development, referrals, cross-serving, quality-management activities, audit technology, or data analytics (preferred)Experience in both target industries, established Houston-area relationships, or interest in long‑term practice leadership or partnership (preferred)
Core Competencies
Demonstrates expertise in leading audits and assurance engagements, with a strong command of U.S. GAAP and auditing standards. Proven ability to manage client relationships, develop teams, and drive practice growth through strategic client development and quality management.
Highest-signal resume keywords
- Active CPA License
- U.S. GAAP Knowledge
- Public Accounting Assurance Experience
- Audit Experience in Oil and Gas or Healthcare
- Project Management Skills
ATS Optimization Keywords
Hard Skills
- Audit Engagement Management
- Financial Statement Issuance
- Risk Assessment
- Budget Management
- Technical Consultation
- Data Analytics
- Quality Management
- Financial Reporting
- Client Portfolio Management
- Process Improvement
Soft Skills
- Strong Communication Skills
- Analytical Skills
- Problem-Solving Skills
- Coaching and Development
- Relationship Building
Certifications & Qualifications
- Bachelor’s Degree in Accounting
- Active CPA License
Industry Keywords
- Public Accounting
- Assurance Engagements
- Oil and Gas Exploration
- Healthcare Services
- Middle-Market Businesses