Client Associate Jobs in Wesley Chapel, FL (NOW HIRING)

Financial Institutions Group (FIG) – Financial Statement Audit Professional

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Summary

Under the direction of the FIG Practice Leader and in alignment with the organization’s mission, values, and professional standards, this position is responsible for planning, executing, reviewing, and managing financial statement audit engagements for financial institution clients. The role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership.

Key Responsibilities

• Work as a member of an audit engagement team serving clients in the financial institutions industry including credit unions and community banks.
• Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
• Evaluate internal controls, audit programs, risk assessments, and engagement documentation.
• Review audit workpapers, analytical procedures, financial statements, management letters, and client deliverables.
• Research, analyze, and resolve accounting, auditing, and assurance matters.
• Maintain proactive communication with clients and engagement team members.
• Build and maintain strong client relationships and identify opportunities to add value.
• Participate in client meetings, presentations, and business development activities as appropriate.
• Maintain in-depth knowledge and application of relevant professional standards, emerging laws and regulations, and corporate governance requirements
• Develop technical expertise on accounting standards, audit standards, and regulations.
• Participate in firm activities such as recruiting, in-house training, the firm’s Buddy or Mentor programs and through leadership opportunities.
• Contribute to and support the development of team staff members by creating a learning environment. Continually build and share knowledge with colleagues. Supervise, train and mentor less experienced associates and interns.
• Contribute to engagement quality, productivity, and profitability goals.
• Achieve 1,600 – 1,650 Annual Billable Hour Goal

Knowledge, Skills, and Abilities

• Strong accounting, auditing, and assurance knowledge.
• Excellent analytical, critical-thinking, and problem-solving skills.
• Strong written, verbal, and interpersonal communication skills.
• Leadership and team development capabilities.
• Proficient knowledge of tax and accounting research techniques.
• Proficient in MS office, Engagement, and Knowledge Coach.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office and audit engagement software.

Qualifications

• Bachelor’s degree in accounting or related field required.
• Minimum 2+ years of relevant audit experience in public accounting
• CPA License preferred, CPA-eligible or has a progressive plan in place toward passing the CPA exam
• Financial institution audit experience is preferred.

Core Competencies

• Client Service

• Technical Expertise

• Business Acumen

• Relationship Management

• Communication

• Leadership

• People Development

• Critical Evaluation

• Collaboration

Physical Demands and Work Environment

Work is primarily performed in an office environment and may require extended periods of computer use, sitting, and occasional travel. Employees may be required to lift up to 20 pounds.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may change based on business needs.