Full-Time Assurance Services Partner
Job Description
MAJOR RESPONSIBILITIES:
- Act as primary partner on client engagements.
- Manage engagements in a consistently profitable manner.
- Review client engagement documentation and work papers for accuracy.
- Supervision of client/engagement procedures.
- Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA).
- Provide team members with timely and candid performance feedback supporting the firm’s performance management process.
- Demonstrate technical competence in specialty expertise (in accounting and auditing, taxes, or management consulting services).
- Plan and complete assignments in a timely manner.
- Ability to recognize, research, document and satisfactorily resolve technical issues.
- Generate new business and retain current business.
- Expand services to existing clients.
- Encourage existing clients to utilize all firm’s services.
PREFERRED EXPERIENCE – BACKGROUND SKILLS:
- Bachelors’ degree in Accounting or related degree.
- Ten or more years of applicable experience.
- CPA designation (required).
- Superior knowledge of general accounting and auditing including skills knowledge plus the application of general theory.
- Ability to research technical issues and document results.
- Ability to supervise, coach, and develop individuals and/or large groups.
- Proficiency in Microsoft Office programs (Word and Excel required).
- Excellent verbal and written communication skills.
- Strict adherence to professional ethics.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
- Capable of routinely generating new business.
WORKING CONDITIONS:
- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Ability to work extra hours as determined by the workload and client expectations.
- Travel for this position will be minimal.
- Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift, carry, push, pull up to 30-50 pounds.
- Ability to speak English to communicate with clients, team members, etc.
MUST HAVE:
Bachelors’ degree in Accounting or related degree.
CPA designation.
Over 5 years of experience in working with Assurance.
Strong background and experience in field of Real estate and Low Income Tax Credits/Housing.
Ability and experience of managing a team of 3 – 4.
Experience in working with HUD Programs
A Book of Business to bring with.
NICE TO HAVE:
Someone who has been a Sr Manager or Director at another firm.
Strong generalist with exposure to real estate, and real estate for low income housing.
Someone who has the ability to represent the company/firm in the marketplace
Experience working with Developers and nonprofit developers, housing authorities, etc…
ADDITIONAL COMMENTS:
The perfect candidate for this role would have a strong background in working with Assurance in Real Estate or Low Income Housing. Candidates who come from Miller Cooper, Grant Thornton, Cohn Resnick, Novogradac & Company or the Big 4 Firms would be highly preferred.
Hiring Process:
We do have a deliberate process here at the firm.
I indicated that it sometimes takes up to 6 weeks.
Our process as follows:
- Phone screen with Recruiting
- F2F or Zoom with a technical hiring partner x 2 or 3 individuals
- Follow up F2F or Zoom with leadership part of the department x 2 or 3 individuals
- If Partner level, likely meet local office leadership, etc…
Sometimes these meetings can be completed in a week but sometimes schedules don’t allow.
We are very focused on culture and these items cannot be addressed in a single meeting nor likely a second.