Audit Manager, EBP

Armanino Advisory LLC; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Generous paid time off plan

401(k) with profit sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino Advisory LLC is seeking a qualified professional to manage client engagements, ensuring the delivery of financial statements and compliance with audit standards. Candidates need a Bachelor's degree in accounting, a CPA license, and at least 5 years of public accounting experience.

The role offers flexible work arrangements, medical benefits, and a supportive environment for career development. Join a team that values equal opportunity and professional growth.

Qualifications

• Minimum 5 years of public accounting experience including management of Employee Benefit Plan audit engagements.
• Assurance leadership or supervisory experience.
• Advanced understanding of accounting and assurance procedures for Employee Benefit Plans.

Responsibilities

• Manage engagement and workflow of all client deliverables.
• Identify and resolve accounting and audit technical issues.
• Lead engagement planning and approve staffing needs.

Skills

Accounting

GAAP

GAAS

Microsoft Office Suite

Adobe Acrobat

Education

Bachelor's degree in accounting or a related field

CPA license

Master’s degree in accounting or a related field

Job description

Responsibilities

• Manage the engagement and workflow of all client deliverables for multiple clients, including audited, reviewed, compiled financial statements, internal control and management letters.
• Identify and resolve accounting and audit technical issues impacting the engagement.
• Lead the engagement planning process, including timing, risk assessment, reliance on internal controls, and audit approach.
• Determine and approve staffing and resource needs, and related engagement work schedules.
• Review engagement work papers and related deliverables to ensure 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.
• Continuously build technical expertise in accounting, financial reporting, and audit methods through continuing education and research.
• Coordinate and monitor services provided by other departments and niches, ensuring adherence to budgets and technical quality.
• Keep the partner informed about client updates, engagement status, budget, and technical issues.
• Develop at least one area of industry expertise.
• Assist in developing fee quotes and budgets.
• Prepare client billings and collect outstanding accounts.
• Utilize assurance department methodologies, processes, and tools to enhance engagement efficiencies and overall client profitability.
• Serve as the primary point of contact for the client throughout the year to discuss updates, needs, potential solutions, and accounting-related issues.
• Identify opportunities to cross-sell services from partners and other service lines that benefit the client.
• Oversee the preparation of presentations for audit exit and audit committee meetings.
• Participate in early stages of practice development activities, including networking, proposal assistance, and publishing articles.
• Participate in process improvement activities to enhance firm and department business processes.
• Serve as an instructor in firm and department training programs and meetings.
• Develop less experienced professionals through formal performance feedback, career counseling, and mentoring.

Qualifications

• Bachelor's degree in accounting or a related field.
• CPA license.
• Minimum 5 years of 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 Microsoft Office Suite and Adobe Acrobat.

Preferred Qualifications

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

Benefits

• Medical, dental, and vision coverage.
• Generous paid time off plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.

Armanino provides equal employment opportunities 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 non‑discrimination laws in all locations where the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. 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.