Financial Services Audit Senior

Withum; California (MO); On-site; USD 80,000 - 115,000; Full time

Job summary

Withum is seeking a Financial Services Audit Senior based in Los Angeles, Orange County, or San Francisco to lead all aspects of audit engagements from planning to completion. You will supervise staff and build strong client relationships while working with seasoned CPAs.

Requirements include a Bachelor's in Accounting, a Licensed CPA (or pursuing), at least 2 years in public accounting, and experience auditing funds (private equity, VC, hedge funds). Travel may be required.

Qualifications

• Bachelor's Degree in Accounting.
• Licensed CPA, or working towards CPA certification.
• At least 2 years of public accounting experience with leadership of multiple engagements.
• Experience with audits of funds such as private equity, venture capital, hedge and fund of funds.
• Familiarity with US GAAP due to sector complexity.
• Strong client service and communication skills.
• Ability to manage multiple engagements in a fast-paced, results-based team environment.
• Ability to travel as needed.

Responsibilities

• Lead the engagement team on planning and execution of audit, review, or compilation engagements.
• Oversee day-to-day operations of the audit engagement, including staffing, planning, risk assessment, fieldwork, and financial reporting.
• Provide supervision and support to engagement staff and coordinate with the engagement manager and partner.
• Collaborate with managers and partners on client issue resolutions and regulatory/accounting recommendations.
• Review all ledger accounts for accuracy of entries.
• Manage multiple engagements concurrently to meet client deadlines.
• Create and monitor engagement budgets; review for inefficiencies.
• Conduct professional development activities as an instructor or discussion leader.

Skills

Leadership

Client service

Communication

US GAAP

Auditing

Education

Bachelor's Degree in Accounting

Job description

This Financial Services Audit Senior role will be based out of our Los Angeles, Orange County or San Francisco office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

How You’ll Spend Your Time

• Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service
• Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork, financial reporting and the conclusion
• Providing supervision and support to the engagement staff and promote open communication to the engagement manager and partner
• Collaborating with managers and partners on client issue resolutions and making recommendations for any legal, regulatory and accounting issues that arise during an audit engagement
• Reviewing all scheduled and non-scheduled general ledger accounts for accurate entries
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
• Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit
• Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
• Serving in professional development programs as an instructor or discussion leader

Qualifications

• Bachelor's Degree in Accounting
• Licensed CPA, or working towards CPA certification
• At least 2 years of public accounting experience, with experience leading multiple engagements and supervising staff
• Experience with audits of funds such as private equity, venture capital, hedge and fund of funds
• Excellent analytical, technical, and auditing skills including familiarity with US GAAP due to the complexity of the engagements in this sector
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem‑solving skill
• Ability to travel as needed

Compensation & Benefits

The compensation for this position will vary by location. If you reside in California the compensation is $80,000-$115,000 annually. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Equal Opportunity Statement

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.