• Liaison between clients and the firm to ensure engagement objectives are met by all parties.
  • Oversee firm objectives (engagement economics) and manage firm resources to ensure that established goals are met.
  • Provides guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific audit steps) are taken.
  • Be a mentor and develop associates by providing timely on-site reviews and providing feedback on associates’ performance
  • Facilitate resolutions on extremely complex audit and accounting issues
  • Review financial reporting and ensure client deliverables are provided in a timely manner.
  • Provides the engagement partner with timely status updates and communicates and involves the partner, if needed, in the resolution of any client issues as they arise.
  • Begins to develop one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally
  • Be a trusted advisor to a client and begins to identify opportunities for expanded services
  • Develop outside relationships (professional, personal, etc.) with a goal to foster long-term business development opportunities.
  • Perform other essential duties as needed.


  • Excellent project management, analytical, interpersonal, oral and written communication skills.
  • Proven ability to lead and develop A&A associates
  • Dedication to development and enhancement of team environment.
  • Ability to thrive and adapt in a fast-paced, dynamic environment.
  • Uncompromising integrity, dependability, and trustworthiness.
  • Ability to multi-task and complete assignments within required time constraints and deadlines.
  • Superior client-serving skills.


  • 5+ years’ experience in public accounting.
  • Experience and passion to work with not-for-profit and education industry is preferred.
  • Working knowledge of Governmental Auditing Standards and Single Audit requirements.
  • Proficiency with personal computers including spreadsheet software programs, general ledger packages, computerized audit applications, and web search capabilities.  Experience with Engagement is a plus.


  • Bachelor’s degree in accounting.  Masters preferred.
  • Must be CPA certified and have an active CPA license.


  • Frequent same day travel for work at clients’ offices using a personal vehicle.
  • Occasional out-of-town travel with overnight stay for work at clients’ offices using a personal vehicle.
  • Occasional obligations outside of the typical work day (i.e. breakfast or dinner meetings) to participate in relationship development activities.
  • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles. Total estimated work hours are approximately 2380-2400 with annual charge hours (direct client work) expectations of 1650 – 1750 hours.

To apply for this job please visit recruiting.ultipro.com.

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