Audit Manager or Director

CliftonLarsonAllen Wealth Advisors, LLC; Dallas (TX); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Audit Manager or Director to join our North Texas Team in Dallas or Fort Worth. You will assume responsibility for planning, supervising, and delivering audit engagements for client portfolios, with emphasis on quality and efficiency.

The role requires a CPA, 6+ years in public accounting, and strong leadership with mentoring abilities. Travel to client sites is expected as needed; excellent client service and communication are essential.

Qualificações

• Bachelor’s degree in accounting, finance, or related field.
• 6+ years of public accounting experience in audits, reviews, and compilations.
• CPA license required.
• Strong leadership and mentoring capability.
• Willingness to travel to client sites, including overnight travel if needed.

Responsabilidades

• Plan, supervise, and control all phases of engagements for assigned clients.
• Lead engagement teams and manage staffing, budgeting, and timelines.
• Make key engagement decisions and keep the Engagement Principal informed.
• Develop staff through coaching, training, and performance feedback.
• Supervise engagement letters and confirm terms with clients prior to start.
• Evaluate internal controls and audit programs, presenting findings to the Engagement Principal.
• Monitor progress, time budgets, and deadlines; communicate developments to the client and Engagement Principal.

Conhecimentos

Communication

Analytical skills

Leadership

Mentoring

Client relationships

Formação académica

Bachelor’s degree in accounting or finance

CPA license

Descrição da oferta de emprego

Audit Manager or Director### Audit Manager or DirectorApply: Dallas, TX: Fort Worth, TX: Full time: Posted Today: R18345CLA is a top 10 national professional services firm where **our purpose is to** *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an Audit Manager or Director to join our North Texas Team! The locations include Dallas or Fort Worth. **How you’ll** *create opportunities* **in this Audit Manager or Director role:*** Assume full responsibility for planning, supervising, and controlling all phases of the Firm’s regular services for those clients delegated by Principals.* Assume in-charge responsibility; plan the timing, staffing and execution of assurance engagements to promote the most efficient operation and deliver value to our clients.* Lead the decision-making process for assigned engagements/clients; keep the Engagement Principal fully informed of major decisions and the engagement progress.* Develop a responsible and trained team through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as an instructor or discussion leader in professional development programs.* Supervise preparation of the engagement letter for approval by the Engagement Principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement.* Evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the Engagement Principal for approval.* Follow the engagement progress through monitoring time budgets and deadlines for adherence; communicate important developments to the Engagement Principal along with facts, conclusions, and recommendations; provide ongoing attention to client management; and prepare final client meetings. **What you will need:** * Bachelor’s Degree in Accounting, Finance, or related field.* 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.* Current CPA license required.* Advanced technical knowledge of audit, accounting, and tax concepts.* Ability to travel to client sites that may also require overnight travel.* Demonstrated ability to manage client relationships.* Strong communication and analytical skills.* Ability to show strong leadership and mentoring capabilities.* Dynamic interpersonal manner with capacity to develop and train staff.* Excellent client service orientation with an ability to expand services and develop new business.