Job Description

Job Summary:

The Senior Accountant – Audit is responsible for supporting audit and financial reporting functions within a regional professional services firm. This role focuses on three primary responsibilities: performing audit testing and risk assessments, preparing financial statements and related disclosures, and supporting client engagements while mentoring junior staff. This position plays a key role in ensuring accurate financial reporting, regulatory compliance, and efficient execution of client engagements.

Key Responsibilities:

• Perform detailed audit testing in accordance with established audit programs

• Prepare and draft financial statements, including footnotes and disclosures

• Gather and organize client financial information for audit and reporting purposes

• Conduct planning activities and risk assessments for client engagements

• Apply accounting knowledge across multiple engagements to ensure consistency and accuracy

• Communicate project status, issues, and questions to senior leadership

• Manage time effectively to meet deadlines and budget requirements

• Participate in internal meetings, training sessions, and continuing professional education (CPE)

• Serve as a point of contact for client inquiries and information requests

• Assist in training and mentoring junior staff members

• Utilize firm resources efficiently to maximize productivity and minimize unbillable time

Minimum Education & Experience Requirements:

• Bachelor’s degree in Accounting, Finance, or related field required

• CPA or CPA candidate required

• Minimum of 3–5 years of professional accounting experience

• Experience in public accounting or financial services preferred

• Experience with audit procedures and financial reporting required

Special Requirements:

• Active CPA license or progress toward CPA certification

• Strong understanding of accounting principles and audit standards

• Ability to manage multiple engagements and deadlines

• Commitment to maintaining confidentiality of client financial information

Knowledge, Skills, and Abilities:

• Strong knowledge of GAAP and financial reporting standards

• Experience with audit procedures, testing methodologies, and risk assessment processes

• Proficiency in accounting and audit software systems

• Advanced proficiency in Microsoft Excel and financial analysis tools

• Strong analytical and problem-solving skills

• Effective written and verbal communication skills

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment

• High attention to detail and accuracy

• Ability to work independently and collaboratively within a team

• Strong organizational and time management skills

Additional Desired Characteristics:

• Experience working with financial services or education sector clients

• Familiarity with regulatory compliance requirements

• Experience mentoring or training junior staff

• Ability to identify process improvements and efficiencies

• Commitment to ongoing professional development

Work Environment:

This position operates in a hybrid work environment within a regional office setting, combining in-office collaboration with remote work flexibility. The role may require extended hours during peak periods to meet client and engagement deadlines.

Other Duties:

This job description is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Additional duties may be assigned as needed to support organizational objectives.

You should be proficient in:

• Certified Public Accountant (CPA)

Machines & technologies you'll use:

• Accounting Software