The Audit Senior Manager helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members’ professional development and coaching. They provide exceptional client service as a trusted business advisor and are able to run engagements and relationships independently with little or no Partner involvement.
The Audit Senior Manager is heavily involved in new and existing client business development and community activities; they have demonstrated they are a key player within the service line’s growth.
- Identify and address client needs: build, maintain, and utilize networks of client relationships and community involvement; communicate value propositions; manage resource requirements, project workflow, budgets, billing and collections; and prepare and/or coordinate complex written and verbal materials
- Demonstrate success and lead as a technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset
- Grow networks and relationships internally and externally for the team to leverage from
- Responsible for the management of engagement economics and managing resources efficiently and with proper leverage
- Develop the service line by working with leadership team to advance thought leadership, client and people development (direct management as well as coaching)
- Demonstrate company values and alignment with the firm’s mission and long-term vision
- Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities
- Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise
- Lead in business development and community activities to help identify and research opportunities on new and existing clients
- Keep up to date with local and national business and economic issues
- Participate in continuous learning activities and active research to improve and develop own and others’ technical expertise
- Lead and participate in proposal process, prospective client meetings and budget development
- Lead and supervise the execution of engagements
- Collaborate to plan engagement objectives and to develop an audit strategy that complies with professional standards and appropriately addresses risk
- Understand the scope of the engagement and provide input on client retention and fee structure
- Participate in the presentation of client financial statements and audit results to those responsible for oversight
People Management/Relationships
- Must demonstrate experience in managing teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback
- Contribute to people initiatives, including retaining and training team members
- Treat everyone with respect
- Ability to handle difficult conversations with team members regarding performance and development
- Team player; successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members both written and oral
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in roles; be change oriented with flexible approach
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Excellent organization skills and strong attention to detail
- Enthusiastic team player with ability to create and sustain effective teams
- Experience of coaching and developing more junior team members
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
- Business development skills, able to identify and convert opportunities to sell work
- Proven experience in existing and new business development
- Working knowledge of Microsoft Office suite products and technologically-savvy
- Self-motivated and willing to enhance accounting and advisory knowledge
- Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to team members
- Demonstrated ability to lead a team and participate in their professional development
- Demonstrated ability to take the lead on client engagements
Education, Experience and Certifications
- Bachelor’s degree in Accounting
- CPA certification required
- 10+ years’ or equivalent experience in preparation of financial statements and applied working knowledge of US GAAP
- Prior experience in coaching and training accounting professionals required
Essential Functions
- Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
- Vision abilities required include close vision, distance vision and the ability to adjust focus.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients and events as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$140,000 - $160,000
Top Skills
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
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