- Lead onboarding for new audit clients by designing audit workflows and documentation setup.
- Manage day-to-day audit engagement work, including risk assessment, planning, fieldwork, workpaper preparation, and audit program completion.
- Review and guide junior staff's work as needed.
- Use Thomson Reuters Engagement for audit, reporting, and compliance-related tasks.
- Prepare and review audit schedules, management letters, reconciliations, and other audit documentation.
- Design and perform substantive testing and analytical procedures, then evaluate the results.
- Analyze financial data to identify trends, anomalies, and risk areas for clients and internal stakeholders.
- Research auditing, accounting, and regulatory issues and provide practical solutions.
- Support U.S. federal and state compliance requirements, year-end reporting, and filing for client audit engagements.
- Work across accounting, tax, and audit engagements, and prepare financial reports or lead special projects as needed.
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