Position Description

Audit Senior Associate I, II, or III - Investment Funds
Location New York, NY
Job Code 1802
# of openings 1
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Weaver has built a nationwide presence on an unwavering commitment to its clients’ success, acting with integrity and always striving to transcend expectations. The firm has grown to be the 37th largest firm in the United States, according to INSIDE Public Accounting; it is also ranked the largest independent accounting firm based in the Southwest by Accounting Today magazine. Weaver employs more than 700 people in eleven offices from coast to coast. 

From Fortune 500 multinational companies to start-ups, Weaver is a national firm serving commercial, financial services and government clients. The firm is particularly well known in the financial services, energy, manufacturing and distribution, construction, technology, real estate and health care industries, as well as the public sector. Weaver services go beyond traditional assurance and tax services to include risk advisory, transaction advisory, IT advisory, energy compliance and consulting, forensics and litigation services, and specialty tax services such as international tax, state and local tax and private client services. Learn more at www.weaver.com.

Weaver is adding new talent to our New York office in our Audit Investment Funds practice. Requirements may vary depending on level of Senior and experience.  Open to Senior Associate I, II or III level. 

Summary:  Performs in-charge responsibilities as assigned on larger and more complex engagements and manager responsibilities on smaller and less complex engagements and helps with any other duties necessary to complete an engagement. Engagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries.

Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

  • Demonstrate an advanced understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with relevant information, technical guidance and conclusions on non-routine, complex issues.
  • Demonstrate an advanced understanding of generally accepted auditing standards and common audit procedures and techniques for complex financial statement areas.
  • Increased involvement in billing responsibilities and client management.
  • Increased involvement in firm and service line administrative duties as requested.
  • Develop extensive knowledge related to activities of financial services clients.
  • Consistently demonstrate initiative and sense of responsibility in ensuring follow through of open items and issues through completion for all engagement staff.
  • Develop and enhance client relationships through strong communication and project management skills.
  • Effectively execute audit plan in all financial statement areas.
  • Research complex accounting treatment for issues on audit engagements, propose solutions and consult with more experienced staff as necessary.
  • Prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget.
  • Execute engagement planning activities which include gathering information for time budgets, coordinating all planning activities on engagements with the supervision and guidance from more experienced staff, and designing a risk based audit approach.
  • Assist and mentor Senior II Associates, Senior I Associates, and Associates, actively cultivating an environment that challenges, encourages, and fosters learning.
  • Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on engagements.
  • Supervise staff on multiple concurrent engagements.
  • Monitor and supervise progress of Associates, Senior I Associates and Senior II Associates in all engagement phases; provide performance feedback when needed.
  • Demonstrate an understanding of the elements of financial statements and the inter-relationship between statements; Experienced in preparation and review of financial statements and related note disclosures. 
  • Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
  • Demonstrate an advanced understanding of the financial statement preparation process.
  • Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication.
  • Consistently take ownership of assigned engagements and demonstrate the ability to plan multiple concurrent engagements and effectively see engagements through to completion.
  • Keep team members apprised of engagement and scheduling issues on a timely basis.
  • Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is executed.
  • Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
  • Maintain appropriate professionalism in client and team interactions.
  • Submit work papers for review that are complete, well organized, and timely.
  • Responsible for reviewing workpapers and ensuring that deliverables and workpapers produced by team members are clear, concise, and comply with firm standards Actively participate in developing project budgets and deliver assignments on time and within budget.
  • Adhere to the Firm’s policies and procedures, core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary.
  • Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.
  • Perform other duties as assigned.

Corporate Compliance Responsibilities:

Understands and adheres to the policies and procedures compliance standards as set forth by Weaver and Tidwell, LLP. Ensure that the staff are trained and evaluated on their knowledge of and adherence to compliance policies and procedures specific to their jobs.

Job Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, unless it would cause an undue hardship. The employee or potential employee still has his or her responsibility to be able to perform the essential duties of the position.

Education:

  • Bachelor’s degree in Accounting or related field.
  • Masters degree in Accounting or related field is preferred.

Skills:

  • Thorough understanding of GAAP and GAAS.
  • Proficient with Microsoft Excel, Word, Outlook.
  • Excellent written and verbal communication skills.
  • Team orientation and strong interpersonal skills.
  • Strong project management skills.
  • Sufficient technical skills to perform the essential duties and responsibilities of this position.
  • CPA candidate required, CPA strongly preferred.
  • 2 – 5 + years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
  • Experience in Financial Services preferred. (Alternative Investment Funds, Financial Institutions, Broker/Dealers, Insurance or related industries)
  • Experience supervising 2-6 or more individuals.
  • Thorough understanding of common audit procedures and techniques.
  • Demonstrate independent thinking and strong decision-making skills.

Weaver is an Equal Opportunity Employer

Employee Referral Program Eligible 

 
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