Audit Senior (CPA preferred)

Milwaukee, WI

Posted: 08/26/2019 Industry: Accounting & Finance Job Number: 5

Primary Duties and Responsibilities

  • Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
  • Take on in-charge responsibilities for multiple clients. Oversee all aspects of the engagement from planning and correspondence with client to wrap up and final report issuance.
  • Complete basic auditing procedures and financial statement preparation efficiently and in line with reasonable budget expectations.
  • Demonstrate advanced analytical skills and accounting concepts.
  • Perform advanced auditing procedures, such as analysis of grants and other revenue accounts, promises to give, complicated investment transactions, and various compliance procedures.
  • Perform advanced financial statement preparation, such as complex supplementary schedules, footnote disclosures and statements of cash flows.
  • Handle tax issues on ‘For-Profit’ engagements, including tax computations and preparation of information for corporate tax returns.
  • Review workpapers and basic financial statements prepared by staff.
  • Attend prospect meetings with Managers and/or Partners.
  • Regularly attend networking events and/or fundraisers held by clients.
  • Perform miscellaneous duties as assigned.

 #LI-AS2 

Required Education

Bachelor’s Degree in Accounting.

Certifications

Certified Public Accountant (CPA) desired.

Skills and Experience

  • Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
  • Proficient in Microsoft Office programs, specifically Excel.
  • Demonstrated knowledge of GAAP.
  • Demonstrated ability to relate well to clients.
  • Demonstrated effective teamwork and leadership skills.
  • Possess excellent written and verbal communication skills.
  • Demonstrated efficiency in completing multiple projects within limited time budgets.

 #LI-AS2 

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