Audit Director - State & Local Government

Keystone Distinction Group; San Francisco (CA); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Keystone Distinction Group is seeking an Audit Director with a State and Local Government specialization for a fast track to partnership. This progressive regional CPA firm offers reasonable work-life balance and a hybrid work environment with relocation assistance.

The role involves leading engagements, maintaining client relationships, specializing in governmental audits, and contributing to business development. Travel to client sites and offices is expected.

Qualifications

• Approximately 10 years' experience in public accounting with at least 2 years in a senior manager role, including auditing state and local governments (cities, counties, districts, schools).
• Bachelor's degree in accounting or related field.
• Current CPA license.
• Ability to travel to client and firm locations.
• Proven ability to bring in new business to a CPA Firm.
• Experience conducting audits under GAGAS/Yellow Book, GAAS and the Uniform Guidance.

Responsibilities

• Maintains contact with clients year-round; understands client operations and control systems; builds and maintains client relationships.
• Serves as engagement partner or reports to the engagement partner as per firm policy.
• Signs attest opinions as engagement partner when assigned.
• Oversees all phases of engagements and ensures deliverables comply with accounting framework and firm policy.
• Updates engagement Partner on important developments and addresses issues with partner consultation.
• Ensures engagements are properly scheduled.
• Acts as a subject matter expert for governmental sector audits.
• Oversees billing and collection practices per policy.
• Supervises staff, provides on-the-job training, and reviews work papers.
• Participates in staff performance evaluations and counseling.
• Involved in recruitment and interviewing for Assurance and Advisory roles.
• Represents the firm in business development; develops networks and referrals.
• Leads initial client communications, generates fee estimates, and attends prospective client meetings.
• Maintains compliance with firm-wide policies.

Skills

Client relations

Engagement leadership

Public accounting

GAGAS knowledge

GAAS knowledge

Travel willingness

Education

Bachelor's degree in accounting

CPA license

Job description

Progressive regional CPA firm needs an Audit Director, who has a State and Local Government specialization- Fast track to Partnership - Reasonable work life balance - Hybrid work environment. Relocation assistance available.

Responsibilities

• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s operations and control systems; building and maintaining good client relationships.
• Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies.
• Signs attest opinions as a representative of the firm when assigned the role of engagement partner.
• Oversees all phases of when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy.
• Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation.
• Responsible for ensuring engagements are properly scheduled.
• Serves as a subject matter expert in discipline or industry, specifically for governmental sector
• Ensures billing and collection practices are executed by engagement teams in accordance with firm policy.
• Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy.
• Plays a pivotal role in staff performance evaluations, reviews and periodic counseling.
• Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed.
• Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm.
• Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings.
• Maintains appropriate compliance with all Firm-wide policies and procedures.

Qualifications

• Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, charter Schools etc.)
• Bachelor's degree in accounting or related field.
• Holds a current and valid CPA license.
• Ability to travel to client and firm office locations.
• Demonstrated ability to bring in new business to a CPA Firm.
• Significant experience conducting audits in accordance with General Accepted Governmental Auditing Standards (GAGAS/Yellow Book), Generally Accepted Audit Standards (GAAS) and the Uniform Guidance
• Maintains appropriate compliance with all Firm-wide policies and procedures.
• Ability to direct, review and train departmental staff.
• Exposure to conducting audits of not for profit organizations

Working Conditions

• Hybrid working environment (work from home, firm office or client location) as needed to service the clients appropriately and train staff
• Same day travel for work at clients' offices, meetings, and seminars, as needed
• Out-of-town travel with overnight stays for work at clients, meetings, or seminars
• Overtime work expected as needed throughout the year with concentration of overtime expected from August to February