Audit and Tax Manager

Kerich Business & Tax Solutions Ltd; Frederick (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

Kerich Business & Tax Solutions Ltd is seeking an Audit and Tax Manager to lead a small team, manage engagements, and mentor staff. The role includes planning, field work, and reporting, with responsibilities for performance reviews and client communication.

The position also involves assisting with corporate and personal tax return preparation and ensuring timely, on-budget delivery. A CPA and several years of public accounting experience are required, with opportunities for partnership for

Qualifications

• Audit experience in public accounting.
• Tax preparation for corporate and personal returns.
• CPA certification required.
• 2–3+ years of audit experience in a public accounting firm.
• BS Degree in Accounting is required.
• Knowledge of Ultratax, QuickBooks and PPC publications is desirable.
• Willingness to travel to client locations within Frederick MD and Washington DC Metro area.
• Demonstrated technical abilities in audit, accounting, regulatory, compliance.

Responsibilities

• Provide outstanding client service and communication.
• Oversees audit planning, field work, and financial reporting.
• Supervise audit staff and develop staff through evaluations.
• Review audit work papers for accuracy and completeness.
• Prepare financial statements for presentation and disclosures.
• Prepare business tax returns as part of audit engagements.
• Ensure engagements are completed on time and within budget.

Skills

Analytical skills

Interpersonal skills

Time management

Research

Communication skills

Education

BS Degree in Accounting

CPA certification

Tools

Ultratax

QuickBooks

PPC publications

Job description

Job Summary

The Audit and Tax Manager will work with limited supervision primarily as leader of a team (normally 1 - 2 staff) responsible for accomplishing all aspects of assignments. Team leader responsibilities include engagement management, allocation of resources, on‑going guidance and mentoring, and preparation of performance reviews. Documenting and reporting the team’s findings, recommendations and agreed‑upon corrective actions. This position will also assist with individual and corporate tax return preparation. Partner opportunity available for qualified individuals.

Job Description

The Audit and Tax Manager oversees audit staff and performs higher level field work during audit engagements that evaluate financial reporting results of not for profit and private companies.

Responsibilities

• Provide outstanding client service and communication.
• Oversees audit planning, field work, and financial reporting.
• Responsible for the daily supervision of audit staff and responsible for the development of audit staff and the completion of performance evaluations.
• Review audit work papers prepared by the audit staff to ensure accuracy, completeness, sound audit theory and compliance with the department's methodology.
• Prepare financial statements for suitability of presentation and adequacy of disclosures.
• Prepares reports and communicate findings and recommendations to client and firm management.
• Prepare Business tax return as part of audit engagements.
• Ensures that tax, audit, compilation and review engagements are completed timely and on budget.

Requirements

• Audit experience in public accounting.
• Tax preparation for corporate and personal returns.
• Professional certification required (CPA).
• Two (2) to Three (3) plus years of audit experience in public accounting firm (required).
• BS Degree in Accounting (required).
• Knowledge of Ultratax software, QuickBooks and PPC publications desired.
• Must be able to travel to client locations within the Frederick MD and Washington DC Metro area.
• Demonstrated technical abilities in select areas (audit, accounting, regulatory, compliance, etc.).
• Good analytical, interpersonal, time management, research, and communications skills.
• Demonstrate ability to methodically evaluate bookkeeping errors contained in clients books.
• Must be able to effectively work with new and changing situations including new industry regulations; where there may not always be a readily apparent solution.
• Knowledge of generally accepted accounting principles and audit practices.
• Must be capable of presenting results to senior management.