Maintaining steady contact with affordable housing clients throughout the year.
Thoroughly understanding clients' businesses and addressing immediate and long-term issues.
Reviewing engagements before partner review, answering client questions, and ensuring a clear understanding of engagement terms.
Demonstrating the ability to identify and address technical issues in each engagement.
Expanding expertise in assigned areas and keeping partners informed of important developments.
Managing client relationships, including direct interactions with clients' attorneys or brokers.
Communicating audit and accounting developments to the firm.
Managing engagements within budgeted time and scheduled completion dates.
Supervising the progress of work during engagements and spending time with clients' management groups.
Overseeing report processing, addressing questions, and supervising distribution according to clients' instructions.
Preparing client bills for review by the Practice Area Leader in a timely and efficient manner.
Promoting efficient firm operations by scheduling engagements and managing professional personnel.
Participating in firm administrative functions and projects as assigned by partners/principals.
Aligning with the firm's philosophy and views held by the partners.
Meeting with prospective clients and assisting with proposal preparation.
Recognizing opportunities to provide additional services (cross-selling) to clients.
Supervising staff, seniors, and supervisors, evaluating their performance, and providing feedback.
Requirements:
CPA certification.
Bachelor's and/or advanced degree in accounting.
Experience with HUD: Insured mortgages, Section 8 rental assistance programs, 202/811.
Experience in rural development: 538 Insured mortgages, 515 loans with rental assistance.
LIHTC - low income housing tax credits knowledge; bond-financed affordable housing deals.
Experience with cost certifications (preferred).
Minimum of 7-10 years of experience in a CPA firm (or equivalent experience as deemed appropriate by the partners/principals).
Membership in AICPA as applicable.
Proficiency in the use of computers, accounting software programs, and audit software programs.
Completion of career development CPE requirements designed to enhance management and communication skills.
Excellent time management and organizational skills.
Displays initiative, creativity, and imagination.
Valid driver's license and good Motor Vehicle Record.
Willingness to travel as needed.
Essential Physical Requirements:
Fine hand manipulation in keyboarding 5-6 hours per day.
Driving.
Assurance Manager, CPA - Affordable Housing exper. required • Greensboro, NC, United States
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