Audit Senior Associate | SEC

CBIZ; Massachusetts; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

CBIZ seeks a Senior Associate with proven SEC engagement experience to lead audit engagements and supervise assurance staff in a dynamic environment.

Responsibilities include planning engagements, budgeting, supervising staff, reviewing work papers, and ensuring compliance with standards. Strong communication and risk management are essential for client success.

Qualifications

• Bachelor's degree in accounting or related field; Master's preferred.
• 2+ years independent audit experience with SEC clients.
• CPA candidate or active CPA exam pursuit preferred.

Responsibilities

• Coordinate engagement phases, budget time and expenses, and review staff performance.
• Plan engagements, supervise staff, and perform detailed staff work reviews.
• Act as in-charge field representative on engagements.
• Review SEC filings and assess accounting issues for compliance.
• Manage risk, ensure quality control, and maintain client relationships.

Skills

Audit leadership

SEC engagements

Budgeting & supervision

Communication skills

Team supervision

Education

Bachelor's degree in Accounting

CPA candidate/CPA eligible

Tools

Excel

ProSystem FX

Outlook/Word

Job description

We are actively looking for a Senior Associate with demonstrated knowledge and experience specifically with SEC engagements.

Essential Functions and Primary Duties

• Coordinate various phases of engagements, budget time and expenses, manages time of staff and monitors actual performance against budget, review work papers for accuracy, efficacy, completeness, and review financial statements for suitability of presentation and adequacy of disclosures.
• Effectively plan engagement, and delegate to and supervises staff. Responsible for the daily supervision and development of assurance staff. Performs detailed review of staff work performed.
• Assumes responsibility for and is recognized as the Firm's "in-charge" field representative on engagements.
• Take complete ownership of specific aspects of the engagement and see them through to completion
• Applies learning from prior experiences to interpret current situations. Can determine both quantitative and qualitative variances that need to be investigated further.
• Implements risk management strategies and tactics as directed by manager/partner. Identify and communicates areas of exposure to risk, and participates in discussions to mitigate the risk.
• Review and evaluate work papers and determine compliance with professional standards and firm policy.
• Review SEC filings and research technical accounting issues and determine compliance with professional standards and firm policy.
• Review reports and financial statements.
• Review with the engagement partner significant findings that raise questions involving auditing standard and firm policy.
• Manage risk and ensure quality control procedures are being executed.
• Develop and maintain positive working relationships with client management and staff.
• Provide on the job training to subordinates.
• Effectively management employee and client expectations.
• Proactively and effectively participate in performance management processes.
• Maintain required annual CPE.
• Travel to client sites is expected and will vary.
• Keep current on professional pronouncements.
• Proactively participates in professional development opportunities.

Preferred Qualifications

• 2+ years independent audit experience in public accounting, specifically with SEC clients
• Master's degree in Accounting, Taxation or related field
• Licensed CPA or being eligible and actively sitting for the CPA exam
• Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve engagement problems
• Work well under pressure with a team, able to meet deadlines with accuracy
• Ability to work independently and exercise professional judgment with applying specialized proficiencies of a trained accountant
• Strong communication, research, analytical and writing skills
• Proven technical skills with Excel, Word and Outlook
• Experience with accounting software, ProSystem FX engagement preferred

Minimum Qualifications Required

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

#LI-TV1 #LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.