What are the responsibilities and job description for the Audit Manager position at Orion Solutions Group?
We are seeking an experienced Assurance & Tax Manager to join our premier firm. This role is ideal for a seasoned CPA with at least 5 years of public accounting experience who is committed to the highest standards of professionalism and client service. Our firm serves a distinguished clientele, including ultra-high-net-worth individuals and elite businesses, requiring meticulous attention to detail and a consultative approach. We are experiencing significant growth, creating exciting opportunities for career advancement while maintaining a culture that values flexibility and work-life balance.
Responsibilities:
Responsibilities:
- Manage and oversee assurance engagements, including audits, reviews, and compilations for high-net-worth individuals and sophisticated businesses.
- Lead teams in planning and executing complex audit engagements, ensuring compliance with regulatory requirements and industry best practices.
- Provide advisory services on financial structures, internal controls, and risk management strategies tailored to high-net-worth clients and businesses.
- Oversee and review audit engagements, ensuring the highest level of accuracy, compliance, and financial reporting integrity.
- Conduct in-depth financial analysis and provide recommendations for process improvements and strategic business decisions.
- Collaborate with attorneys on intricate financial transactions, including business acquisitions, buy/sell agreements, and wealth transfer strategies.
- Drive quality control initiatives and process enhancements to maintain the firm's reputation for excellence in assurance services.
- Mentor and develop staff, fostering a culture of continuous learning and professional growth.
- Represent the firm at exclusive networking events, business development initiatives, and high-profile professional organizations.
- CPA certification required (active).
- 5 years of experience in public accounting, with a demonstrated track record of excellence in assurance services.
- Experience managing engagements for entities related to high-net-worth individuals, family offices, and complex business entities.
- Exceptional professionalism, discretion, and client service skills, with the ability to manage sophisticated client relationships.
- Proficiency in Microsoft Excel and Word, with the ability to leverage technology for efficiency.
- Strong leadership and mentoring abilities, with a passion for staff development and firm growth.
- Background in consulting for affluent individuals and business owners, with expertise in assurance and risk advisory services.
- Active participation in professional networks and business development activities.