Audit Manager - EBP

Swell Recruit LLC; Bethesda (MD); On-site; USD 85,000 - 115,000; Full time

Job summary

A CPA firm in Bethesda, MD, is looking for an experienced Audit Manager to oversee audit engagements, particularly focusing on employee benefit plans and diverse clients such as non-profits and labor unions. The role requires a valid CPA license, at least 5 years in public accounting, and advanced Excel skills. The firm offers opportunities for professional growth within a dynamic environment. Candidates should expect some domestic travel to clients in neighboring states.

Qualifications

• 5-10 years of experience in public accounting in an audit role.
• Experience in auditing complex Employee Benefit Plans.
• Flexibility to travel for client locations.

Responsibilities

• Supervise and coordinate staff on various audit engagements.
• Advise clients on regulatory concerns and enhance internal controls.
• Maintain regular contact with clients to ensure efficient workflow.

Skills

Experience in audit roles

Leadership skills

Client advisory skills

Regulatory knowledge

Advanced Excel expertise

Education

Valid CPA license

Tools

ProSystem Engagement

ProSystem Tax

Job description

We areactively seeking an accomplished Audit Manager to join our team in Bethesda, MD, overseeing a spectrum of audit engagements, primarily focusing on intricate employee benefit plans (multi-employer, defined-benefit, defined-contribution, health & welfare, etc.), as well as labor unions, non-profit audits, and for-profit client engagements. With offices spanning NJ, NYC, and a workforce of 100 employees, we are a dynamic CPA firm committed to excellence.

Responsibilities:

• Leadership and Coordination:
  • Supervise and coordinate staff on various engagements, efficiently managing planning, delegation, and review processes.
  • Conduct necessary research and communicate pertinent information to clients.
  • Review complex financials prepared by staff.
• Client Advisory and Compliance:
  • Advise clients on regulatory concerns, recommending enhancements in internal controls and accounting procedures.
  • Ensure timely completion of audits within allocated budgets.
  • Finalize reports well in advance of deadlines, allowing for thorough top-level and quality control reviews.
• Client Relationship Management:
  • Maintain regular contact with clients to address their needs and ensure a seamless and efficient workflow.
  • Conduct informal ongoing and formal semi-annual reviews of staff performance.
  • Act as a mentor to staff, providing career coaching, problem-solving, and technical development.
• Industry Knowledge and Marketing:
  • Stay abreast of regulatory and industry changes.
  • Play a pivotal role in the firms marketing activities and internal initiatives.
  • Contribute significantly to the development and growth of the firm.

Qualifications:

• 5-10 years of experience in a public accounting setting in an audit role with progressively increasing responsibilities.
• Significant experience in auditing complex Employee Benefit Plans is a prerequisite; experience in auditing diverse clients, including non-profit organizations, labor unions, and commercial entities, is highly desirable.
• Valid CPA license is mandatory.
• Knowledge of ProSystem Engagement and ProSystem Tax is a plus. Advanced Excel expertise is required.
• Flexibility to travel to client locations, including NJ, NYC, Maryland, Virginia, and Washington D.C., with approximately 15-20% out-of-town domestic travel.
• Possession of a valid drivers license and regular access to a car is essential.

The ideal candidate will demonstrate entrepreneurial instincts, positioning themselves for a potential path to partnership within our dynamic and growing firm. If you are a seasoned Audit Manager with a passion for excellence and a commitment to professional growth, we invite you to join our collaborative team and contribute to the success of our clients and the firm.