Senior Auditor

Position Summary:

The Senior Auditor leads audit and tax engagements, ensuring the delivery of high-quality services to clients. This role involves coordinating planning, fieldwork, and wrap-up duties while supervising the engagement team. Senior Auditors serve as the primary client contact for routine queries and information related to client engagements.

Key Responsibilities:

Audit, Accounting, and Tax:

• Develop technical knowledge requiring minimal supervision and present work with few revisions.
• Initiate audit planning, document accounting systems, assess audit risks, and develop audit plans with supervisor assistance.
• Manage challenging audit areas and assign work to staff that promotes growth.
• Prepare financial statements, tax returns (Forms 990, 5500), and review staff work.
• Communicate audit findings and internal control matters to senior management and clients.
• Maintain job status updates in project management system (GoFileRoom) and facilitate post-fieldwork wrap-up.

Client Management:

• Oversee engagements, ensuring quality work is performed within budget and deadlines.
• Develop engagement budgets, manage multiple client projects, and interact professionally with clients.

Technical Skills:

• Proficient in accounting practices, Excel, Word, PowerPoint, and firm-specific software (ProSystem, Engagement, GoFileRoom).
• Strong knowledge of GAAP, GAAS, and auditing standards.

Professional Development:

• Actively pursue CPA certification and contribute to business development activities.
• Coach and develop staff, provide constructive feedback, and assist in their professional growth.
• Participate in firm activities, including education, recruiting, and community service.

Competencies:

• Strong communication, time management, and organizational skills.
• Effective delegation, people management, and multitasking abilities.
• Sound business judgment and problem-solving skills.

Work Environment:

Primarily office-based, with 80-90% time spent at client sites using standard office equipment.

Travel:

Local and occasional overnight travel to client sites.

Education and Experience:

• Required: Bachelor’s degree in Accounting, two years of audit experience, and CPA eligibility.
• Preferred: CPA certification and experience in industries like Not-for-Profit, Labor Unions, Employee Benefit Plans, and Commercial Entities.

Work Authorization:

Must have valid authorization for employment in the U.S.

Promotion Criteria to Supervising Senior Auditor:

Minimum of 1-2 years of satisfactory performance, demonstrating strong technical skills, effective engagement management, and a positive attitude toward staff development.

EEO: Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre employees to perform their job duties may result in discipline up to and including discharge.