Tom Trese
Audit Director - Non-Profit specialization - Reasonable work life balance Hybrid work environment
The Audit Director will plan, manage, and have partner level review for full opinion audits and reviews for a variety of clients in the non-profit industry. Clients include typical charities, entertainment industry foundations and associations, churches, educational institutions, single audits, and form 990 taxes. The Director is responsible for managing multiple auditing and accounting projects and client engagements simultaneously, in addition to scheduling, staffing and coordinating engagement workflow. The Director develops and trains staff and develops associations to create new business for the Firm.
Responsibilities
Responsible for managing all phases of an audit or review engagement on multiple engagements at one time
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s business and control systems; building and maintaining good client relationships
Applies the engagement Partner of all important developments on the client account; identifies any potential issues on each engagement and recommends solutions
Demonstrates proficiency in technical skills, work quality, and application of professional and Firm standards including those skills necessary for advising clients
Responsible for ensuring engagements are properly scheduled
Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Partner and actively looking for change order opportunities
Anticipates problem areas of engagement and questions that will arise
Reviews financial statements and other client deliverables
Directs, trains, supervises and reviews the work performed by managers, senior accountants and staff accountants
Plays a pivotal role in staff performance evaluations, reviews and periodic counseling
Participates in the Firm’s Business Development efforts
Qualifications
Minimum Qualifications:
Bachelor’s degree in accounting or related field
At least ten years of experience in public accounting - specifically in auditing non-profit clients
Holds a current and valid CPA’s license
Preferred Qualifications:
Ability to be a team leader and work as an effective member of a team
Ability to prioritize and complete assignments and efficiently and effectively meet deadlines
Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller General of the United States
Cooperative and responsive to training, supervision and constructive feedback
Ability to direct, review and train staff, experienced staff and seniors
Working Conditions
Hybrid working environment (work from home, office or client location)
Same day travel for work at clients’ offices, meetings, and seminars, as needed
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars
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The Audit Director will plan, manage, and have partner level review for full opinion audits and reviews for a variety of clients in the non-profit industry. Clients include typical charities, entertainment industry foundations and associations, churches, educational institutions, single audits, and form 990 taxes. The Director is responsible for managing multiple auditing and accounting projects and client engagements simultaneously, in addition to scheduling, staffing and coordinating engagement workflow. The Director develops and trains staff and develops associations to create new business for the Firm.
Responsibilities
Responsible for managing all phases of an audit or review engagement on multiple engagements at one time
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s business and control systems; building and maintaining good client relationships
Applies the engagement Partner of all important developments on the client account; identifies any potential issues on each engagement and recommends solutions
Demonstrates proficiency in technical skills, work quality, and application of professional and Firm standards including those skills necessary for advising clients
Responsible for ensuring engagements are properly scheduled
Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Partner and actively looking for change order opportunities
Anticipates problem areas of engagement and questions that will arise
Reviews financial statements and other client deliverables
Directs, trains, supervises and reviews the work performed by managers, senior accountants and staff accountants
Plays a pivotal role in staff performance evaluations, reviews and periodic counseling
Participates in the Firm’s Business Development efforts
Qualifications
Minimum Qualifications:
Bachelor’s degree in accounting or related field
At least ten years of experience in public accounting - specifically in auditing non-profit clients
Holds a current and valid CPA’s license
Preferred Qualifications:
Ability to be a team leader and work as an effective member of a team
Ability to prioritize and complete assignments and efficiently and effectively meet deadlines
Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller General of the United States
Cooperative and responsive to training, supervision and constructive feedback
Ability to direct, review and train staff, experienced staff and seniors
Working Conditions
Hybrid working environment (work from home, office or client location)
Same day travel for work at clients’ offices, meetings, and seminars, as needed
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars
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