The Audit Senior reports to the Audit Manager and/or Audit Partner and is responsible for organizing and managing client engagements and projects including the completion of engagement tasks and project components.
Project manages one or more client engagements simultaneously, ensuring the overall success of each project.
Acquires strong working knowledge of client’s business.
Builds strong working relationships with clients to gather information, resolve problems and to sell/cross-sell products or services.
Effectively documents work.
Identifies, communicates and solves engagement and technical issues as well as communicating engagement progress in a timely and organized manner.
Assists in identifying business development opportunities and in developing new business proposals, budgets and fee quotes.
Assists in preparing billings and in collections.
Supervises, trains and mentors Audit Associates.
Works as an effective team member to successfully complete engagements including:
Preparing financial statements, footnote disclosures and management letter comments.
Assisting with engagement administration including developing audit programs and customized procedures, budgets and engagement letters.
Establishing work schedules using effective project management techniques.
Researching and analyzing financial statement and audit related issues.
Reviewing and preparing Form 990 and related tax returns.
Strong project management, organizational skills and attention to detail.
Strong analytical, technical and research skills.
Ability to balance multiple priorities and complete assignments within time constraints and deadlines.
Strong verbal and written communication skills.
Ability to quickly adapt to changing client and business dynamics with recommended solutions.
REQUIRED QUALITIES – The MW&A Way:
Be dedicated to providing personalized attention and service.
Be a proactive and strategic solution provider.
Be a relationship builder.
Be a collaborative team player.
REQUIRED EDUCATION AND EXPERIENCE:
Bachelor’s or Master’s degree in Accounting.
CPA certification and active license (or actively working to obtain certification).
3-6 years audit experience in a public accounting firm, with some non-profit audit experience.
Understanding of unrelated business income.
Understanding of Form 990 and related tax returns.
Experience conducting ERISA audits and audits under the Uniform Guidance is a plus, but not required.
Thorough understanding of GAAP, generally accepted auditing standards, internal controls and complex audit procedures and techniques.
Proficiency in Microsoft Office software programs, QuickBooks, ProSystem fx Tax, Engagement and Document software (or equivalent software).
About Mann Weitz & Associates LLC
We are a local CPA firm providing a full range of audit, tax, accounting and consulting services. Our service concentrations include nonprofit organizations, professional service firms and high net worth individuals.
Mann Weitz & Associates is a CPA firm dedicated to meeting the accounting, audit, tax and business advisory needs of privately held companies, professional service firms and high net worth individuals and nonprofit organizations. In fact, we are widely considered one of the premier CPA firms in Chicago for associations, foundations and charitable groups.
At MW&A, we pride ourselves on becoming trusted business advisors to our clients. We do this by providing the expert advice and leading edge solutions you would expect
from a larger firm, coupled with an unwavering commitment to providing the prompt
and personalized attention only a boutique CPA firm can deliver. We understand that each of our clients is unique and tailor our approach and services accordingly.