Audit Manager, EBP

Armanino Advisory LLC; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

401K with Profit Sharing

Generous PTO

Job summary

Armanino Advisory LLC is seeking a driven Assurance professional to manage complex audit engagements, including Employee Benefit Plans. You will lead planning, staffing, and technical issue resolution while ensuring client satisfaction and adherence to firm standards.

Qualified candidates will have a CPA, a Bachelor's in accounting, and at least 5 years in public accounting with EBPs, plus strong GAAP/GAAS knowledge and leadership capabilities.

Qualifications

• Bachelor's degree in accounting or related field.
• CPA license required.
• Minimum 5 years public accounting experience including Employee Benefit Plan audits.
• Assurance leadership, guidance or supervisory experience required.
• Advanced understanding of GAAP and GAAS for Employee Benefit Plans.
• Working knowledge of MS Office and Adobe Acrobat.

Responsibilities

• Manage the engagement and workflow for client deliverables across multiple engagements.
• Identify and resolve accounting and audit technical issues affecting the engagement.
• Lead the engagement planning, risk assessment and staffing.
• Review engagement work papers to ensure standards are met.
• Delegate assignments and supervise staff to optimize engagement economics.
• Develop fee quotes and budgets; prepare client billings and collections.
• Assist in proposals and practice development activities and training.

Skills

Leadership

Auditing

GAAP knowledge

Communication

Audit methodologies

Education

Bachelor's degree in accounting

CPA license

Master's degree

Tools

Microsoft Office

Adobe Acrobat

Job description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Manage the engagement and workflow of all client deliverables for multiple clients and engagements, including audited, reviewed and compiled financial statements, and internal control and management letters, to minimize risk and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines
• Identify and resolve accounting and audit technical issues impacting the engagement
• Leads the engagement planning process in terms of timing, risk assessment, reliance on internal controls, audit or other engagement approach
• Determine and approve staffing and other resource needs, and related engagement work schedules
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met
• Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
• Participate in the peer review process
• Continually build on technical expertise in accounting, financial reporting and audit methods by attending continuing professional education courses or utilizing other training resources
• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions
• Coordinate and monitor the services provided by other departments and niches
• Keep the partner informed about client updates, engagement and budget to actual status, and technical issues
• In the process of developing at least one area of industry expertise
• Assists in developing fee quotes and budgets
• Preparation of client billings and collection of outstanding accounts
• Utilizes assurance department methodologies, processes and tools to enhance assurance engagement efficiencies and overall client profitability
• Developing into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters
• Knowledgeable about the services and capabilities of partners and other service lines, and seek to identify other services that will benefit the client
• Oversee the preparation of presentations for audit exit and audit committee meetings
• Involvement in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities
• Participate in activities to develop and improve firm and department business processes
• Serve as an instructor in firm and department training programs and meetings
• Develop less experienced professionals by providing formal performance feedback, career counseling and mentoring to those below manager

Requirements

• Bachelor's degree in accounting or a related field
• CPA license
• Minimum 5 years Public Accounting experience, including management of Employee Benefit Plan audit engagements
• Assurance leadership, guidance or supervisory experience is required
• Advanced understanding of accounting (GAAP) and assurance (GAAS) procedures and standards for Employee Benefit Plans
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat

Preferred Qualifications

• Master’s Degree in accounting or related field
• Minimum 2 years’ experience in a manager role

Armanino is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Employment Opportunity

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Employment Policies

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

Certain states require us to disclose the pay range and benefits summary for job openings.

Salary

For Northern California residents, the compensation range for this position: $120,800-$158,400.

For Southern California, Washington, New York and Illinois residents, the compensation range for this position: $111,200-$151,500.

For Colorado residents, the compensation range for this position: $101,100-$137,700.

Compensation may vary based on skills, role, and location.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

Fair Chance Policies

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

Consumer Notice

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

Company Culture and Vision

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.