We are seeking an active CPA to join our Audit Professional services team as a Senior
Manager, Audit Implementation Consulting. This role is responsible for the end-to-end delivery of
audit software implementation consulting at top CPA firms, guiding them through both a
technology transition and a methodology transformation.
The ideal candidate brings deep audit practical experience, a strong grasp of accounting and
auditing standards, and a track record of working on internal teams through complex software
implementations inside CPA firms. You will consult firms on the whole implementation lifecycle:
project timeline development, methodology conversion, configuration, training strategy, data
migration planning, go-live, and post-implementation support while partnering with firm leadership
to drive change across their audit practice.
This is a Senior Manager level position. A CPA license is strongly preferred; candidates without a
CPA must bring substantial assurance experience in addition to audit technology implementation
experience (see Qualifications).
Duties and Responsibilities:
- Lead Implementation Engagements: Manage the end-to-end process of implementing the
Dynamic Assurance Solution suite at mid-to-large public accounting firms, ensuring on-time,
on-budget delivery across engagement types as applicable to each firm’s practice. - Client Discovery & Planning: Work with firm leadership, from managing partners, audit
partners, quality leaders, and IT, to develop tailored implementation plans. - Methodology Conversion: Guide firms transitioning from PPC, KBA, or proprietary audit
methodologies onto the new Methodology, including mapping existing programs,
addressing gaps, and reconciling firm-specific practice aids with CPA.com built resources. - Audit Practice Change Management: Design and execute change management strategies
specific to audit practices: securing partner and front-line buy-in, aligning to busy-season
constraints, planning phased rollout by engagement team, and addressing the practical
concerns auditors raise when moving to a new methodology and platform. - Project Timeline Management: Define and manage project timelines, milestones, and
deliverables across parallel workstreams where firms are deploying multiple solutions. - Pre-sales Support: Collaborate with the sales function to provide product suite expertise,
including demonstrations, scoping conversations, and technical validation for prospective
firms. - Go-Live Support: Provide hands-on support during the go-live phase and first live
engagements, ensuring seamless transitions and addressing methodology and
configuration questions as they surface in real audits. - Post-Implementation Support: Serve as the key point of contact for ongoing support,
including issue resolution, adoption monitoring, and sustainability of the implementation
across the firm’s audit practice. - Collaboration & Communication: Collaborate with cross-functional teams, including product,
sales, and client success teams to ensure alignment and client satisfaction. - Other duties as assigned.
Qualifications
Experience:
- CPA license (preferred) or equivalent accounting certification with experience in assurance services
- Minimum of 9+ years of professional services experience, of which at least 2+ years spent implementing audit or accounting technologies within CPA firms.
- Demonstrated experience implementing at mid-to-large public accounting firms (Top 100, multi-office, or comparably complex practices).
- Experience across multiple audit engagement types: commercial, EBP, Single Audit / Uniform Guidance, SLG / Yellow Book, and NFP strongly preferred.
- Experience helping firms convert from PPC, KBA, or proprietary audit methodologies onto a new methodology framework strongly preferred.
- Strong understanding of auditing processes, tools, and standards, including AICPA auditing standards and SQMS 1 / SQMS 2 quality management requirements.
Technical Skills
- Expertise in cloud-based audit technologies. CaseWare Cloud experience strongly preferred.
- Familiarity with Dynamic Assurance Solution, or comparable risk-driven audit platforms.
- Familiarity with project management tools and methodologies.
Leadership & Soft Skills:
- Proven ability to lead and deliver complex implementation projects in a professional services environment.
- Comfort engaging directly with audit partners and firm leadership on methodology, quality, and practice management topics.
- Excellent communication, presentation, and client-facing skills.
- Strong project management, time management, and organizational skills.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
Problem-Solving & Adaptability
- Strong critical thinking and problem-solving abilities.
- Comfort engaging directly with audit partners and firm leadership on methodology, quality, and practice management topics.
- Flexibility to adapt to the evolving needs of clients and the audit technology landscape.
Computer Skills
- To perform this job successfully, an individual should have knowledge of the Microsoft suite of products along with AI solutions such as Claude, ChatGPT, CoPilot or Riplet.
Education
- Bachelor’s degree (B.A./B.S.) from four-year college or university
Certificates and Licenses
- CPA preferred
Knowledge, Skills, and Other Abilities:
- Strong presentation and facilitation skills are required
- Experience in consulting or training is preferred
- Solid writing skills including presentation development and technical writing
- Self-starter with strong problem-solving skills
- Ability to travel under normal circumstances (20-25%)