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Supervisor | Assurance Department | Madison or Milwaukee Office

Want to reach new heights in your career? Wegner CPAs is looking for a Supervisor that is willing to travel 20% of the time and provide superior non-profit audit services to our clients, specifically those on the east coast.  Join a growing team at a firm that offers opportunities that focus on your skills and desire to succeed! Position can be based in either Madison or Milwaukee.

Position Mission

The Supervisor is responsible for achieving and maintaining a high level of client satisfaction by providing audit services to clients and supervising, developing and mentoring staff.

Primary Duties and Responsibilities

  • Develop an area of expertise and specialize in a service area(s).
  • Serve as a resource for others in and outside of the firm on technical review of tax returns, financial statements, or compliance (audit), IT assistance to staff, consulting expertise (QuickBooks) or audit system expertise (paperless audits or financial statement preparation), and participate in internal and external training opportunities.
  • Effectively plan larger, more complex audit engagements to avoid over-auditing while ensuring that sufficient, competent evidence is obtained in the audit.
  • Exhibit budget consciousness. Be responsible for preparing audit budgets and monitoring actual vs. budgeted costs to complete the work.
  • Responsible for exit conferences and oral presentations to members of client Board of Directors.
  • Perform detailed technical review and give review comments along with positive and constructive feedback to Staff and Senior Accountants.
  • Serve as a relationship manager with clients on whom you have served as in-charge auditor and exhibit good business sense in advising clients on financial matters.
  • Assume a leadership role by serving as a mentor or supervisor to other staff, providing critical feedback, and giving staff opportunities to grow professionally by helping to develop their skills.
  • Increase attendance at client events and cultivate networking relationships with prospects and referral sources through active involvement in industry, community and social activities.
  • Develop a Personal Marketing Plan and obtain training as needed in marketing.
  • Participate in responding to Request for Proposals (RFPs) and new client proposals.
  • Perform miscellaneous duties as assigned.

Required Education

Bachelor’s Degree in Accounting.

Certifications

Certified Public Accountant (CPA) desired.

Skills and Experience

  • Minimum of four (4) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
  • Proficient in Microsoft Office programs, specifically Excel.
  • Demonstrated knowledge of GAAP.
  • Demonstrated ability to relate well to and manage clients.
  • Demonstrate advanced team skills, including effective supervision of staff.
  • Demonstrated effective teamwork and leadership skills.
  • Possess excellent written and verbal communication skills.
  • Demonstrated efficiency in completing multiple projects within limited time budgets.

Public Contact

Extensive work interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior/office work environment with limited exposure to physical risk.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours

Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during peak season.