Responsibilities

• Serve as the engagement lead on assigned client accounts, overseeing pre-engagement planning, audit execution, and delivery of final work products.
• Develop detailed engagement work plans, including budgets, schedules, and resource assignments.
• Maintain a thorough understanding of audit, tax, and consulting services offered and participate in proposal development as needed.
• Supervise and mentor staff associates and interns, providing ongoing coaching, performance feedback, and support in developing technical and industry skills.
• Manage client relationships through timely, accurate, and professional communication.
• Provide clear direction and leadership to engagement teams to ensure high-quality results.

Qualifications

• Bachelor’s or Master’s degree in Accounting required.
• CPA designation preferred but not required.
• Minimum of 3 years of experience in a public accounting firm.
• Experience within the Financial Services industry preferred but not required.
• Strong organizational, communication, and presentation skills (verbal and written).