Audit Manager - Financial Services

ED03 Elliott Davis Advisory, LLC

Charlotte (NC)

On-site

USD 110,000 - 165,000

Full time

4 days ago
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Benefits offered by this job

Generous time away
Flexible work schedules
Maternity and parental leave
Health and wellness benefits
Professional coaching
Leadership and career development
Access to Beyond program

Job summary

Elliott Davis Advisory, LLC is seeking an Audit Manager to oversee audit engagements from planning to completion, guiding staff and ensuring quality in a dynamic public accounting environment. The role emphasizes leadership, client communication, and adherence to professional standards.

Ideal candidates bring a Bachelor's in Accounting/Finance, 5+ years of public accounting audit experience, CPA certification, and demonstrated ability to develop new service opportunities while mentoring team

Qualifications

  • Bachelor's degree in Accounting or Finance required.
  • CPA certification strongly preferred.
  • 5+ years of audit experience in a public accounting firm.
  • Experience with PCAOB and SOX audits.
  • Proven ability to develop new service opportunities and manage teams.

Responsibilities

  • Oversee the audit process from planning to completion.
  • Supervise staff and seniors; provide training and coaching.
  • Communicate progress, issues, and resolutions to clients.
  • Manage billable hour budgets and project timelines.
  • Lead multiple audit engagements simultaneously.
  • Research complex audit issues and propose solutions.
  • Develop developmental plans and evaluate team performance.
  • Build and maintain client relationships end-to-end.
  • Support business development through networking and committees.

Skills

Team leadership
Client communications
Analytical thinking
Project management

Education

Bachelor's degree in Accounting or Finance
CPA Certification

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. The role of the Audit Manager is to oversee the audit process from planning to completion for clients as part of the company’s annual audit plan. Tasks will include supervising the audit process, researching, reviewing current processes and providing recommendations to enhance company policies and procedures. The Audit Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of audit staff and senior members.



Responsibilities


  • Possess thorough knowledge of all facets of client’s business to ensure client understanding of engagement economics and to provide frequent updates

  • Actively communicate the progress of engagements, problems, and resolutions to clients

  • Continuously improve specialty area knowledge and educate team on new audit practices and processes

  • Manage billable hour budgets and follow up when the team is over/under to determine the cause

  • Lead multiple auditing and accounting projects and client engagements simultaneously

  • Delegate and manage audit and accounting assignments to achieve accurate and efficient product

  • Research and identify complex audit issues and recommend creative solutions with the input of key stakeholders

  • Build challenging developmental plans for all team members and evaluate results

  • Manage billable hour budgets and follow up when the team is over/under to determine the cause

  • Assume responsibility for and provide direction and coaching to the audit team

  • Generate new business for the firm through community involvement, networking, and professional events/committees

  • Develop and sustain excellent client relationships, owning the relationship end-to-end

  • Celebrate individual and team accomplishments and be part of recruiting new and experienced staff

  • Provide effective performance feedback and on-the-job training

  • Contribute to performance management to help assess readiness for promotion of staff and senior levels



Requirements


  • A Bachelor’s degree in Accounting or Finance

  • 5+ years of recent audit experience at a public accounting firm

  • CPA Certification

  • Experience with PCAOB and SOX audits for financial institutions preferred

  • Successful experience in developing new or extended service opportunities with existing and/or prospective clients

  • Strong oral and written interpersonal skills

  • Effective analytical and problem-solving ability

  • Experience in hiring, developing, and leading a team of professional auditors



WHY YOU SHOULD JOIN US


  • generous time away and paid firm holidays, including the week between Christmas and New Year’s

  • flexible work schedules

  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)

  • first-class health and wellness benefits, including wellness coaching and mental health counseling

  • one-on-one professional coaching

  • Leadership and career development programs

  • access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally



ADA REQUIREMENTS

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Physical Requirements


  • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone

  • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus



Cognitive/Mental Requirements


  • Use written and oral communication skills.

  • Read and interpret data, information, and documents.

  • Observe and interpret situations.

  • Work under deadlines with frequent interruptions;

  • Interact with internal and external customers and others in the course of work.



Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. "Elliott Davis" is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers.

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