Lead Assurance Specialist
2 weeks ago
Smith-Howard is a dynamic and growing firm with a strong local presence and national reach.
We are seeking a highly skilled Lead Assurance Specialist to join our team. This role offers ample opportunities for career advancement in a fast-paced, team-oriented environment.
Job Summary:
- The successful candidate will be responsible for providing high-quality assurance services to clients, including planning and preparing workpapers, analyzing financial data, and identifying areas for improvement.
- They will demonstrate a professional interest in ensuring that clients receive exceptional service, contributing to the firm's reputation as a trusted advisor.
Key Responsibilities:
- Client Service and Engagement Management:
- Adhere to professional ethics and firm policies, ensuring confidentiality and information handling.
- Contribute to personalized client service, going above and beyond when needed.
- Plan and prepare audit workpapers, including trial balance and lead sheet setup, ensuring accuracy of client financial records.
- Analyze and update client financials, gaining a comprehensive understanding of their business operations.
- Identify areas for improvement and suggest value-added recommendations.
- Meet budget and realization goals, ensuring junior staff meet assigned targets.
- Review and supervise staff accountants, ensuring they meet budget goals and quality standards.
- Stay current on developments, pronouncements, and research relevant technical issues in the assurance field.
- Team Leadership and Mentoring:
- Provide guidance and mentorship to junior staff, interns, and new team members.
- Participate in recruiting activities to attract and hire talent for the firm.
- Communication and Client Interaction:
- Effectively communicate with clients and internal teams to ensure smooth project execution.
- Serve as a primary point of contact for clients during audits and assurance engagements, addressing concerns or queries.
- Maintain ongoing communication with clients to ensure continued satisfaction and identify opportunities for additional services.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA license is strongly preferred.
- Two to five years of public accounting experience, preferably in assurance services.
- Solid understanding of accounting procedures, GAAP, and financial reporting standards.
Salary: $85,000 - $110,000 per annum, depending on experience.
Benefits:
- Competitive salary and performance-based bonuses.
- Health insurance and other employee benefits.
- Continuing professional development opportunities.
- A collaborative and supportive team culture that fosters growth and development.
Working Conditions:
- This position operates in a professional office environment with occasional travel to client sites.
- Some overtime may be required during peak seasons, such as year-end audits or tax deadlines.
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