Summary of Responsibilities
Perform a wide variety of auditing functions on various types of engagements including non-profit, for profit and employee benefit plans, under the supervision of different Managers and Partners. Assist with other assurance services such as compilations and reviews as needed.
Essential Functions
- Provide timely, high quality client service
- Preparation of compiled, reviewed and audited financial statements
- Application of and reporting on agreed upon procedure engagements
- Perform all audit functions and tests as prescribed in applicable audit programs
- Identify accounting, compliance, and reporting issues
- Maintain a working knowledge of all current accounting and auditing standards utilizing various frameworks, including Generally Accepted Accounting Principles
- Preparation of spreadsheets as deemed necessary
- Perform other accounting and auditing duties as needed in engagements and as assigned by Managers and Partners
- Complete continuing education requirements
- Develop mutually beneficial long term client relationships
- Responsible for client communication
- Participate in client meetings and presentations
- Conduct staff training
- Supervise projects and assign work as necessary
- Assist with developing proposals
- Participate in the audit planning process
- Conduct research related to client work and internal projects
Other Functions
- Actively involved in community, volunteer and/or industry organizations, preferably in a leadership role
- Network with potential clients, particularly at industry events
- Promote CDS’s additional services
- Assist with firm initiatives
- Mentors staff
- Perform other duties as assigned by Managers and Partners
Working Conditions
- Overtime will be required
- Regular travel to client sites, meetings, and seminars will be necessary (limited overnight travel)
Education, Experience, and Skills Required
- Accounting degree or educational requirements to sit for the CPA exam required, CPA preferred
- Experience in oversight of audit engagements including planning, budgeting, performing, supervision of staff, and wrap up
- Well-rounded knowledge of accounting principles and auditing standards
- Strong prioritization and time management skills
- Ability to communicate effectively and professionally with clients and other staff
- Must be confident and able to work with minimal supervision
- Flexible, team player
- Detail oriented
- Knowledge of Microsoft Office products, particularly Outlook, Excel and Word
- Working understanding of auditing standards specific to for profit, not-for-profit, and employee benefit plan audits
To apply for this position, e-mail resume Heather Thompson at [email protected].
