About This Role
This Audit Senior role is a key position within BerganKDV's attest practice, focusing on delivering excellent audit preparation services for governmental organizations. The role involves executing audit engagements, ensuring high-quality client service, and contributing to the success of the broader audit team.
Responsibilities
- Prepare basic and advanced work papers, including clear and concise written documentation
- Draft reports, including footnotes and management and required communication letters
- Keep current on and apply basic accounting standards and education
- Effectively follow instruction and meet time budgets and deadlines for assigned areas, projects, and overall assignments
- Understand and adhere to client confidentiality standards, demonstrating awareness of the firm’s risk management policies and procedures, by identifying and referring ethical, independence, and conflict issues to manager and/or partner
- Develop open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service, communicating with all levels within the client’s organization, both orally and in writing
- Develop strong understanding of client’s business to identify issues and provide constructive service suggestions
- Develop understanding of service offerings within and across lines of service to identify opportunities to meet client’s needs
- Be a resource for audit associates and interns, which may include technical training and providing feedback on client engagements
- Support the growth and professional development of yourself and your teammates by participating in company-sponsored trainings, CPE courses, internal committees, and mentorship opportunities
- Actively participate in firmwide meetings, committees, and teams
Requirements
- 2+ years of professional services experience
- Bachelor’s degree in accounting or related degree
- Demonstrated experience preparing and compiling financial statements
- Risk assessment and analysis
- Research and understand professional frameworks, standards, and guidance
- Exceptional analytical, teamwork, and organizational skills
- Detail-oriented
- Quality control
- Proficient in Microsoft Office Suite
- Familiarity with audit software, project management tools, and emerging technologies
- Excellent written and verbal communication skills
- Integrity, dependability, a positive attitude, and a strong work ethic
Nice to have:
Important Details
- Attest practice areas: For-Profit Businesses, Governmental Organizations, Not-For-Profit Organizations, Forensics
About the Company
Creative Planning, LLC is an independent wealth management firm whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
