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Ascend Partner Firms

Provides growth platform for independent CPAs

Audit Senior Manager

AuditingConfirmed live in the last 24 hours
Full-timeChapel Hill, NC, USA

About the Job

Requirements

  • A Certified Public Accountant (CPA) license is required.
  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • At least 7 years of experience applying audit methodologies and techniques within public accounting is required.
  • In-depth knowledge of U.S. Generally Accepted Accounting Principles (GAAP) is required.
  • In-depth knowledge of employee benefit plan audits is required.
  • In-depth knowledge of family-owned for-profit businesses, including construction, real estate, and auto dealerships, is required.
  • Experience overseeing, training, and mentoring staff is required.
  • Strong communication skills are required.
  • Strong interpersonal skills to build trusted client relationships and develop new business opportunities are required.
  • Ability to build and manage relationships internally and externally is required.
  • Experience identifying and implementing process improvements to enhance audit efficiency and operations is required.
  • Ability to optimize workflows and contribute to the strategic growth of the audit department is required.
  • A strong operational mindset focused on continuous improvement and team development is required.
  • Strong project management, organizational, and change management skills are required.
  • Eagerness to explore and use new technologies to increase productivity and balance workloads is required.

Responsibilities

  • Plan and execute assurance engagements effectively.
  • Identify business process risks and develop recommendations based on audit findings.
  • Organize and monitor client engagement progress in relation to budgets and due dates.
  • Present findings and recommendations to senior leadership and clients.
  • Manage a team of three or more professionals.
  • Supervise, train, and evaluate staff on client engagements.
  • Manage day-to-day client relationships.
  • Serve as the communication channel among senior leadership, clients, and staff.
  • Deliver responsive, high-quality service that anticipates client needs and exceeds expectations.
  • Communicate audit progress, findings, and deliverables to clients clearly and proactively.
  • Serve as a trusted advisor, resolve client concerns promptly, and ensure a consistent, positive client experience.
  • Work with cross-service leadership to identify cross-sell opportunities.
  • Work with the firm’s Chief Growth Officer to create and execute an individual client development plan.
  • Strengthen and retain existing client relationships to protect and grow the current book of business.
  • Identify and implement process improvements to enhance audit efficiency and overall department operations.
  • Optimize workflows, refine methodologies, and contribute to the strategic growth of the audit department.
  • Drive continuous improvement initiatives and support the operational development of the audit function.
  • Lead all phases of business client advisory and compliance engagements.
  • Manage clients independently and perform technical reviews of client engagements.
  • Participate in staff training and supervision.
  • Conduct audit research and advise on audit matters.

Desired Qualifications

  • Experience performing Uniform Guidance, Yellow Book, and/or Single Audits.
  • Experience performing Health and Welfare Benefit Plans.

About the Company

Ascend Partner Firms

Provides growth platform for independent CPAs

Ascend Partner Firms helps entrepreneurial CPAs grow regional accounting firms while keeping them independent. It provides a platform that combines access to growth capital, talent acquisition and development, technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Backed by Alpine Investors, Ascend enables firms to leverage resources of a larger CPA firm without losing independence, helping them to expand and compete more effectively. Compared to other firms, Ascend pairs private-equity support with a scalable, independent business model and extensive operational resources, all aimed at helping firms reach their full potential. The company’s goal is to help regional accounting firms scale their businesses, attract talent, and improve performance so they can grow sustainably and reach market leadership."

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Alexandria, VA
Founded
2023

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