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.
• 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%).