Audit Director - State & Local Government

Tom Trese Networking LLC; San Jose (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

Progressive regional CPA firm seeks an Audit Director with a State and Local Government specialization. This role offers a fast track to Partnership, a reasonable work-life balance, and a hybrid work environment. Relocation assistance is available to the right candidate.

The position requires extensive public accounting experience, CPA licensure, and the ability to lead engagements in the government sector while building client relationships and developing business opportunities.

Qualifications

• Approximately 10 years in public accounting with at least 2 years in a senior manager role in the public sector.
• Bachelor's degree in accounting or related field.
• CPA license currently valid.
• Willingness to travel to client and firm locations.
• Proven ability to bring in new business to a CPA firm.
• Experience auditing government entities under GAGAS, GAAS, and Uniform Guidance.
• Ability to direct, review, and train staff.
• Exposure to audits of not-for-profit organizations.

Responsibilities

• Maintain year-round client contact and strong client relationships.
• Serve as engagement partner or report to it, per firm policy.
• Sign attest opinions when acting as engagement partner.
• Oversee all phases of engagements with governance and policy compliance.
• Inform engagement Partner of developments and issues; propose solutions.
• Ensure engagements are properly scheduled and staffed.
• Act as subject matter expert for government sector.
• Oversee billing and collections per firm policy.
• Supervise staff, review work papers, and provide on-the-job training.
• Contribute to staff evaluations and recruitment when needed.
• Develop business networks and participate in client meetings.
• Manage fee estimates and initial client communications.

Skills

Public accounting

GAGAS/Yellow Book knowledge

Leadership & staff coaching

Business development

Client relationship management

Education

Bachelor's degree in accounting or related field

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