Manager – Audit & Assurance

Jak + Co.; Falcon Heights (MN); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical

HSA

FSA

Dependent Care FSA

Profit sharing 401k

Life Insurance

Short Term Disability

Paid Time Off

Earned Safe & Sick Time

Job summary

Jak + Co. is seeking an A&A Manager responsible for multiple audit and accounting engagements, staffing, and client coordination. The role requires leadership, engagement planning, and staff development within a dynamic, client-focused environment.

You will supervise engagements, prepare engagement letters, monitor budgets, and ensure quality of financial statements and tax notes. Travel and overtime during peak seasons are possible.

Qualifications

• 6+ years of experience in public accounting with progression in audit/accounting tasks and tax knowledge.
• Ability to communicate clearly in English, both verbally and in writing.
• Business and individual tax knowledge is desired (not required)
• A current and valid CPA license (preferred).

Responsibilities

• Lead all phases of an audit, review, or compilation engagement, plan engagements, budget time and expenses, and monitor performance.
• Supervise engagements and staff assignments; train staff and review work papers.
• Maintain client contact and knowledge of client’s business throughout the year.
• Plan, schedule, and staff engagements per firm policies; assign work based on staff capabilities.
• Prepare engagement letters for partner approval and review internal controls.
• Monitor engagement budgets and review financial statements, notes, and tax returns for discussion with client.
• Provide mentorship and performance reviews; develop staff; participate in community presence and firm relations.

Skills

Audit exposure

English communication

CPA license desired

Education

Bachelor's degree in accounting

Master's degree in accounting

Job description

An A&A Manager is the liaison between the partner, the client, and the professional staff. Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the firm.

We have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
• The resources, expertise, and global capability of a large accounting firm together with the responsiveness and accessibility ofa local firm
• We offer two convenient office locations: our main office in Falcon Heights, providing easy access to both Minneapolis and St. Paul, and a second office in Rogers to better serve clients in the northwest metro area.

You Have:

• 6 years+ experience in public accounting, demonstrating a progression in complexity of auditing and/or accounting tasks and tax knowledge.
• 4 year degree in accounting, or Master’s degree in accounting.
• Ability to communicate clearly and concisely in English, both verbally and in writing.
• Business and Individual tax knowledge is desired (not required)
• A current and valid certified public accountant’s license.

You will (job responsibilities):

• Responsible for all phases of an audit, review, or compilation engagement. Plans engagements, budgets time and expenses, and monitors actual performance against budget.
• Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s business.
• Plans, schedules and staffs engagements using firm policies and procedures.
• Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness. Assigns work to staff members based on their knowledge and capabilities.
• Prepares engagement letter for approval by partner.
• Evaluates internal controls and work programs prepared by staff.
• Monitors and adheres to engagement time budgets.
• Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff for accuracy and completeness.
• Anticipates problem areas of engagement and questions that will arise.
• Resolves accounting and auditing problems as they arise.
• Keeps partner informed of all important developments on engagement; analyzes problems and recommends solutions.
• Reviews financial statements, notes, schedules, management letters, and tax returns for later discussion at the exit conference with the client.
• Communicates progress of engagement, problems and resolutions, financial information, tax activity and other business concerns to the client.
• Works to develop responsible, trained staff by assisting in performance evaluations. Offers guidance and direction, and gives constructive criticism of work papers.
• Prepares invoices to clients, communicates details of fees to clients, and assists in collection of overdue accounts.
• Possesses a complete knowledge of the firm’s philosophy and its opinions on financial matters.
• Ensures that work papers, financial statements, tax returns, and letters of recommendations are prepared in accordance with generally accepted professional and firm standards. Reviews financial statements for suitability of presentation and adequacy of disclosures.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Prepares annual staff evaluations and engagement performance reviews.
• Serves as a mentor to staff and senior staff.
• Establish a presence in the community through participating in civic organizations.
• Represents the firm in a positive and professional manner at all business related functions

Travel:

• Occasional same day travel for work at client’s offices, meeting, and seminars using a personal vehicle.
• Occasional out-of-town travel with overnight stay for work at client’s offices, meetings, and seminars using personal vehicle.
• Occasional overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week. Required to work most Saturdays during this time period.

Benefits Provided (Full-Time Staff):

• Medical
• Health Savings Account (HSA)
• Flex Spending Account (FSA)
• Dependent Care Flex Spending Account (DCFSA)
• Profit Sharing with 401k Plan
• Group Term Life Insurance
• Short Term Disability (if not state mandated)
• Paid Time Off

Benefits Provided (Part-Time Staff):

• Earned Safe & Sick Time

Pay: $95,000 – $150,000