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Assurance, Audit Senior Manager

MGO
Walnut Creek, CA Full Time
POSTED ON 1/1/2025
AVAILABLE BEFORE 11/1/2025

Overview

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

 

MGO is a top 50 CPA and advisory firm of 700 professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

 

Summary:

Under broad supervision performs advanced accounting functions related to assurance specifications and manages a team of lower level associates for the purposes of client service. Employees in this job class typically have a combination of Manager and Director Responsibilities, plan and budget for engagements, delegate work and complete report products. This job class requires knowledge of advanced accounting principals of which would be derived from several years of experience as a Manager and the ability to manage a variety of business and operational functions, maintain positive client relations and produce high-quality results for the firm.

 

Core Responsibilities:

· Leading Managing and Holding People Accountable (LMA)

· Understand and assist in the execution of growth strategies (research calls, pipeline mgmt., COPs, etc.)

· Manage the engagement (job), project management, billing, ensures QC (technical) standards

· Takes care of the client (meets deadlines, timely communication)

· Develops engagement team (prepares seniors to the next level)

 

Essential Functions:

· Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO’s policies, procedures and practices.

· Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.

· Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.

· Exhibit expertise in assigned areas/departments of the firm.

· Demonstrate ability to resolve technical and client service issues and/or problems independently.

· Recognize and capitalize on opportunities to provide additional services to clients.

· Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.

· Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.

· Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.

· May act as advisor to lower level associates.

· Actively participates in professional associations/affiliations.

· Assist in firm management/administration functions as assigned by the partners.

· Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback

 

Supervisory Responsibilities: Yes

 

Minimum Qualifications:

· Minimum of 6 years of experience in public accounting, corporate accounting required with a minimum of 1, but typically 2 , years of experience as a Manager.

· Demonstrated strong client acquisition, relations and retention skills.

· Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.

· Professional Certification required: Certified Public Accountant (CPA) License from appropriate state or Chartered Accountant from appropriate jurisdiction

· Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients.

· CPA License (active and in good standing) from appropriate state.

 

Success Factors:

· Ability to perform several tasks concurrently with ease and professionalism.

· Ability to communicate clearly and concisely, verbally and in writing, in English.

· Must be able to keep client matters strictly confidential.

· Must have excellent interpersonal skills and customer service skills.

What's in it for you:

Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next. Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.

Pay Range: $140,000-$180,000

Salary : $140,000 - $180,000

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