Job Title: Engagement Consultation Manager
Job Responsibilities:
- Analyze services and client relationships in light of independence requirements.
- Collaborate with Partners, Principals, Managing Directors (PPMDs), Senior Managers, Lead Client Service Partners, and other client service teams to provide guidance on engagement-related independence matters.
- Address issues arising from client mergers, acquisitions, and IPOs.
- Review client corporate or investment structures to identify affiliates as per independence rules.
- Conduct research and analysis, draft conclusions, and strategize next steps in collaboration with senior team members.
- Develop a comprehensive understanding of AICPA, SEC, and PCAOB independence rules and Company Independence policies.
- Interpret and implement regulations related to permissible non-attest services for Company entities, providing advice to client-facing teams.
- Participate in policy setting by researching and drafting communications to enhance awareness and understanding of independence rules.
- Create and revise training courses and materials to address rule changes and new interpretations.
- Work on special projects independently or collaboratively with PPMDs and engagement teams, involving senior members as needed.
Education and Experience Information:
- Required: Bachelor’s degree in accounting, finance, business, compliance, or legal.
- 5 - 8+ years of related experience, preferably in a professional services role and environment.
- Proficient in standard office-productivity tools (., Microsoft Word, PowerPoint, OneNote, Teams).
- Limited immigration sponsorship may be available.
- Ability to travel 0-10% based on work and clients served.
Preferred:
- Understanding of independence requirements for professional auditing firms.
- Experience in regulatory compliance, analysis, and interpretation of rules and standards.
- Experience in public accounting.
- Knowledge of IFRS and US GAAP standards.
- . CPA and/or advanced degree in finance, accounting, business, or law.
Salary Information:
The wage range for this role is $114,600-$191,000, considering various factors like skill sets, experience, training, licensure, and certifications. Compensation decisions are based on individual facts and circumstances. Additionally, eligibility for a discretionary annual incentive program depends on individual and organizational performance.
Benefits:
Company offers a broad range of benefits to employees, emphasizing the importance of great people in building a great organization. The inclusive culture encourages individuals to contribute unique perspectives and make a difference collectively, fostering creativity and innovation.
Professional Development:
Opportunities for skill-building, leadership roles, and mentorship are available, encouraging continuous growth throughout one's career.
Company's Purpose:
The company aims to make an impact that matters for people, clients, and communities, emphasizing purpose in daily work and investments to drive positive outcomes.
Legal Notice:
All qualified applicants will receive employment consideration without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Compliance with applicable laws, including fair chance hiring ordinances, is ensured.
