Senior Accountant: Non-Profit Auditor

January 23, 2023 • Experienced

Company Overview

RitzHolman CPAs, a Milwaukee-based accounting firm, is seeking an experienced Senior Accountant to join our team.  We are a Top 25 Milwaukee Accounting Firm with a mission to serve our clients and the community with passion, exceptional knowledge and superior service. At the core of Ritz Holman CPAs is our desire to give back, share our time, talents and enthusiastic strengths in the community. Our Audit team provides audit, accounting, and tax services for over 300 Nonprofit organizations. This team of dedicated professionals has a wealth of experience in helping advise Nonprofits to long-term financial health and success.

Primary Responsibilities

The following are specific responsibilities of the Senior Accountant on an engagement:

• Assign fieldwork to staff members on the basis of their knowledge and capabilities when in-charging a job.
• Support the training of staff members, offer guidance and direction, and provide constructive criticism of working papers.
• Field questions to the client, and help interpret client answers.
• Study and evaluate internal controls used by the client, and review and update the standard audit program for client specific procedures.
• Evaluate work papers and determine whether the engagement was performed in accordance with generally accepted standards.
• Assure that all necessary accounts have been analyzed, and that all issues have been addressed.
• Review with the manager or partner any significant findings or issues regarding audit engagement.
• After discussion with Partner, communicate management letter items or issues to client at the end of the job, prior to issuance of management letter.
• After discussion with Partner, determine who should complete the write-up of the financial statements and tax return. Assist with and review financials and work papers prepared by staff members.
• Review adequacy of financial statement disclosures.
• Communicate with manager or Partner the timing of the audit engagement, and monitor progress to assure timely completion. Communicate any issues regarding timely completion with the manager or partner.
• Suggest client tax planning ideas to supervisor, manager, or partner.
• Prepare routine correspondence to the client and/or government for the approval and signature of a partner or manager.
• Set up books or account for new business.

Minimum Requirements

Minimum of 3 years public accounting Audit experience and a CPA certificate; or, working towards a CPA certificate. Ability to effectively communicate with clients and begin to develop leads and networking skills for future client development. This position requires the proven success with handling fieldwork with minimal supervision and delegating work to team members as the leader on selected engagements.