Financial Services Audit Principal

Posted 4 Hours Ago
Be an Early Applicant
San Francisco, CA
170K-250K Annually
Senior level
Financial Services
The Role
The Financial Services Audit Principal will lead audit engagements, oversee day-to-day operations, and manage a team providing exceptional client service. Responsibilities include planning audits, resolving client issues, managing engagement budgets, mentoring staff, and contributing to professional development programs.
Summary Generated by Built In

Looking to work at a firm that encourages a work life balance?  

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

Withum’s Auditing and Attest Engagement services are the cornerstone of our firm. Withum’s audit and advisory team possess the expertise necessary to give stakeholders confidence in financial information. This team provides audit services, Review and compilation services and other agreed upon audit procedures to a variety of client sizes and industries. 

This Financial Services Audit Manager role will be based out of our San Francisco, CA office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you have an opportunity to build a strong team and be provided with a path to Partnership.   

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.  

How You’ll Spend Your Time: 

  • Leading or supervising the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients 
  • Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork, financial reporting and the conclusion 
  • Providing supervision and support to the engagement staff, seniors and supervisors and promote open communication to the engagement partner
  • Collaborating with engagement team seniors or supervisors and partners on client issue resolution and make recommendations for any legal, regulatory and accounting issues that arise during an audit engagement
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader 

The Kinds of People We Want to Talk to Have Many of The Following: 

  • Bachelor's degree in accounting and CPA license 
  • At least 5 years of public accounting experience, with experience leading multiple engagements and supervising staff 
  • Excellent analytical, technical, and auditing skills including familiarity with US GAAP 
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 
  • Ability to manage multiple engagements and competing projects  
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management 
  • Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills 
  • Ability to travel as needed based on client assignments 

The compensation for this position ranges from $170,000 – $250,000 for our San Francisco office. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MM1

The Company
1,801 Employees
On-site Workplace
Year Founded: 1974

What We Do

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay

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