Partner in Charge of Assurance Integrations

Company Overview:

Citrin Cooperman & Company, LLP is a leading accounting and auditing firm that provides comprehensive accounting and assurance services to a diverse client base. With a commitment to excellence and integrity, we strive to deliver high‐quality audit, accounting, and advisory services to meet the evolving needs of our clients.

Job Summary

The Partner in Charge of Assurance Integrations oversees the smooth incorporation of merged assurance practices into Citrin Cooperman. This role involves coordinating with teams to execute a standard due diligence and integration plan, tailored to fit the unique requirements of each acquired firm. Responsibilities include evaluating the operational, methodological, and workforce aspects of each firm to effectively bridge any gaps and ensure efficient integration. Collaborating closely with the National Assurance Operations Leader and regional and local office managing partners and assurance practice leaders, this position plays a crucial role in assessing and integrating new assurance practices.

Qualities

We are seeking an ideal candidate who is intellectually curious, analytical, and innovative. The successful candidate will have strong emotional intelligence, effective communication skills, and the ability to make decisions and offer innovative ideas. They should be resilient, able to manage multiple projects efficiently, and possess strategic leadership skills. We appreciate someone who is a continuous learner and fosters a strong service‐oriented culture within our teams. This role reports directly to the National Assurance Operations Leader and collaborates with Regional and Local Office Managing Partners as well as Regional and Local Assurance Practice leaders.

Responsibilities

Key responsibilities include, but are not limited to:

• Leads all activities for the Assurance practice to effectively evaluate and integrate an acquired firm assurance practice including:
  1. Initial diligence procedures and evaluation against acquisition criteria
  2. Assurance practice economics data gathering and evaluation
  3. Human capital quality and staffing adequacy assessment
  4. Quality review of assurance engagement workpapers, policies and procedures
  5. Assessment of assurance methodologies, technologies, and innovations
  6. Risk identification and assessment
• Leads the Assurance practice due diligence process, inclusive of conducting engagement level reviews
• Develops necessary integration project plan for acquired firms, including the incorporation of entity‐ specific matters identified during the due diligence process
• Evaluates and coordinates change management requirements, including but not limited to, incremental infrastructure needs, assurance specific systems and tools, human capital, migration related matters, and other related matters necessary to achieve fully integrated state
• Collaborates with Regional and Local Assurance Practice leaders, Integration Management Office, Operations, Information Technology, Human Resources, and other Service Lines to integrate acquired partners and professional employees, staffing and recruiting, migration and implementation of technology systems, and vendor contracts
• Identifies incremental acquisition costs and communicates to appropriate departments during pre‐ merger process
• Lead and oversee assurance integration project teams to implement all integration activities
• Lead and coordinate appropriate and necessary training programs for the acquired firms including:
  1. Independence and conflict check processes
  2. Policy and Procedure training
  3. Methodology transfer training
  4. Methodology and technology training
• Timely communication of project plan status, key past due and upcoming milestones, critical items and elevates issues identified and resolution plan to Assurance Leadership and Integration Management Office

Qualifications

• Bachelor’s or master’s degree in accounting
• 10 years of prior experience in assurance practice of a large national or super‐regional accounting firm; preferably with experience supporting firm M&A integration activities
• Comprehensive understanding of assurance practice and firm operations and economics
• Comprehensive understanding of accounting principles and auditing standards
• Experience with commercial entities (manufacturing, distribution, real estate, construction, technology) preferred; employee benefit plan, not‐for‐profit or financial services is a plus
• Familiarity with audit software and automation tools, including CaseWare, CaseView, Validis, MindBridge, DAS, PPC, and other audit methodologies and workflow tools
• Prior experience developing and leading firm‐wide audit training programs