- Manage and oversee SOC 2 examination engagements from planning through report delivery
- Coordinate multiple concurrent engagements while ensuring adherence to AICPA attestation standards
- Develop engagement plans, timelines, and resource allocations
- Serve as the primary day-to-day engagement lead responsible for execution and client coordination
- Review control testing procedures, workpapers, and supporting documentation
- Lead client walkthroughs, status meetings, and control discussions
- Review SOC reports and management assertions
- Support business development initiatives including proposal preparation and scoping
- Manage and mentor Managers, Seniors, and Associates