The Assurance Partner will lead audit and advisory activities, manage client relationships, supervise staff, and drive business development in Southern California.
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Partner, you will help lead the assurance practice, including new business growth and development of professional staff in Southern California.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
· Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
· Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
· Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself
· Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University
Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion
Responsibilities:
· Work with the local office leaders and partners on client services
· Responsible for leading day-to-day execution and delivery of audit and advisory activities throughout the year.
· Supervise manager and associate level professionals and delegate engagement responsibilities.
· Responsible for communicating and resolving audit matters that arise during the audit engagement with the support of the engagement manager.
· Develop and maintain client relationships, thus driving client satisfaction.
· Manage engagements to ensure high client satisfaction and appropriate firm economics.
· Manage all aspects of client relationships and engagement delivery.
· Cultivate and expand relationships with existing clients in order to facilitate BPM business.
· Build a network of business contacts and establish market relationships to generate new business.
· Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.
· Identify qualified leads for new business opportunities.
· Lead the pursuit and close of new, independently sourced assurance opportunities.
Requirements:
· 15+ years' experience in public accounting.
· CPA license
· BS/BA degree in Accounting or other relevant field is required.
· MBA or other advanced degree is preferred.
· Subject Matter Expert (SME) in audit methodology.
· An innate passion for business development in a consulting environment, related to Assurance, with a successful track record in effectively marketing and/or selling professional services.
· Proven ability to be a leader, effectively managing a team of professionals while also overseeing multiple projects and client deadlines.
· Excellent oral and written communication skills.
· Superior executive presence with ability to interact with client C-suite level and the audit committee.
· Prior experience in core assurance services conducting audit planning, developing audit programs, performing testing, and preparing work papers is required.
· Knowledge of internal accounting controls, control testing, professional standards and regulations.
Top Skills
Accounting
Audit Methodology
Business Development
Cpa
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