Advisory & Assurance Senior or Supervisor - San Francisco, CA

The Role

The Advisory & Assurance Senior or Supervisor will be responsible for a full array of audit and consulting services for our privately held clients in various industries, including but not limited to investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations. 

In this highly visible and responsible role, the Senior or Supervisor will frequently interact with Partners, client teams, and staff. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for staff professional development. 

The Senior or Supervisor must thrive in a fast-paced environment and possess effective time management skills to complete deliverables with professionalism, accountability, integrity, and confidentiality.

Core Responsibilities

• Work closely with the Engagement Partner, manager, and staff to understand and meet client expectations and deliverables.
• Develop an understanding of each client's business and industry and routinely seek information regarding client needs and concerns.
• Committed to best practices of the firm and consistently demonstrates ethical behavior.

Education and Qualifications

• Bachelor's degree in Accounting, Business Administration, or Economics with a minimum 3.5 GPA.
• A lower GPA will only be considered if the school has a strong accounting program.
• CPA preferred, but CPA exams in progress will be acceptable.
• Must successfully pass a background check.
• Must be currently authorized to work in the United States full-time.

Essential Functions

• Perform and supervise field work for client audits and staff engagement teams.
• Prioritize and successfully complete multiple projects and responsibilities under restrictive deadlines.
• Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members.

Experience

• 2-3 years of audit experience in the financial industry preferred (hedge, private equity, venture capital, or other investment funds, broker-dealers, or registered investment advisors).
• If no financial services experience, the candidate MUST have private company, real estate, nonprofit, or private foundation audit experience with a strong track record for learning about new and varied industries.
• Possess an interest in financial services audits going forward.
• At least Level 1 experience auditing GAAP investments, but ideally, Levels 2 or 3.
• Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus.
• Excellent business skills and appropriate industry knowledge.
• Strong skills and experience with Word, Outlook, Excel, and QuickBooks.

Knowledge, Skills, and Abilities

• Strong technical background with an ability to deal with complex accounting issues using a thorough understanding of GAAP standards, procedures, and techniques.
• Communicate effectively with clients and their staff to provide the highest level of client service.
• Keep current on applicable audit and accounting professional standards and research software.
• Familiar with internal controls documentation.
• Excellent project management skills while paying close attention to detail.
• Effective personnel management skills including effectively supervising, training, and managing team members and/or subordinates.
• Extremely detail-oriented.
• Excellent verbal and written communication skills.

Working Conditions

• Able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.
• Traveling and commuting to various client sites.

Health

• Generous healthcare benefits.
• Several options are available to cultivate a comprehensive health coverage plan that fits your needs.

Happiness

• Meaningful assignments with direct client contact.
• Exposure to ultra-high-net-worth clientele.
• Complex and interesting work.

Beyond

• Sophisticated training courses.
• Ongoing professional development programs.
• Rewarding mentor relationships.

Benefits

• HMO.
• PPO.
• HAS.
• Dental.
• Vision.
• Long- and short-term disability.
• Life Insurance.
• Retirement plan.
• Maternity and Paternity Leave.
• Flexible Spending Account.
• Adoption Assistance.