Creative Planning
Audit Manager - Government (Finance)
JOB DUTIES
Proactively engage with clients to meet their attest needs and provide insight and advise on business and internal control improvementsAssign work to staff members on the basis of their knowledge and capabilities.Manage interns, Audit Staff/ Seniors/ Supervisors to provide feedback, evaluate their progress, and offer guidance and direction.Make sure all work assigned is completed on a timely basis within predetermined budgets.Contribute to staff performance reviews.Effectively communicate all aspects of work performed to clients and the broader GASB team.Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources that would be beneficial to the firm.Attend and participate in weekly team meetings, as well as periodic committee meetings as assigned.Recognize opportunities to provide additional services to existing clients.Manage all elements of their client book including: management of WIP and budgets on engagements, billing, scheduling client meetings, and client engagement.
REQUIRED EXPERIENCE / QUALIFICATIONS
Candidate must be an active CPA and have a strong accounting backgroundBachelors degree in accounting or other related fieldMinimum of 5 years experience in public accounting and auditing with a thorough knowledge of professional accounting and auditing standardsProven supervisory experienceStrong analytical and problem-solving skillsExceptional oral and written communication skills
Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.