About this role
• What You'll Do
• Plan and direct all phases of assurance engagements, including staffing, engagement planning, scheduling, and execution, in collaboration with Managers, Principals, and Partners
• Lead and oversee complex audit engagements for financial services clients, including investment funds and broker‑dealers
• Develop audit programs, working papers, and internal audit reports, including presentations to governance bodies such as Audit Committees
• Plan engagement logistics, including coordinating work performed by other departments or specialists
• Evaluate audit risks and internal control environments and communicate identified risks and recommendations clearly to Principals and Partners
• Review and approve working papers to ensure engagements are performed in accordance with generally accepted auditing standards
• Review financial statements, related notes, schedules, and management letters for Partner and client discussion
• Determine potential contingent liabilities through correspondence with legal counsel, review of meeting minutes, and direct client inquiry
• Serve as the primary point of contact for multiple key client relationships
• Support the Partner group in identifying, developing, and promoting new service delivery capabilities and channels to meet evolving market and client needs
• Contribute to the development of industry expertise and the firm's market profile within financial services
• Participate in the development of staff by providing training, coaching, and constructive feedback through working paper reviews and performance discussions
• Collaborate with Firm leadership to establish and refine best practices, performance metrics, and standards that enhance efficiency and client service
• Oversee billing practices in accordance with Firm standards to ensure timely, accurate invoicing and collections
What We Offer
• Complex and rewarding audit work with a strong emphasis on financial services engagements
• Opportunities to work closely with Partners and senior leadership on practice strategy and delivery
• A collaborative, team‑oriented culture that values expertise, professional judgment, and continuous improvement
• Ongoing professional development and leadership growth opportunities
• Exposure to multiple niche service and industry teams aligned with your expertise and interests
• Community involvement and service opportunities
What You Bring
• A minimum of ten (10) years of progressive experience in public accounting or equivalent, including leadership of complex audit engagements
• Direct financial services audit experience, specifically including investment fund and broker‑dealer audits
• Demonstrated ability to manage multiple engagements, teams, and client relationships simultaneously
• Deep understanding of auditing standards, internal controls, risk assessment, and professional judgment
• Strong leadership, mentoring, and communication skills
• CPA license in good standing
• Active Virginia Driver's License
Pay
• The anticipated hiring range for this position is $127,100-$165,200 and is dependent on relevant experience, qualifications, and skills.
Benefits
•
• Comprehensive medical, dental, and vision coverage
• 401(k), HSA, and FSA
• Eligibility for an annual performance bonus
• Disability and life insurance
• Generous Paid Time Off and Paid Care Leave
• Additional programs and resources to support you and your family