Licensed Insurance Agent at Schumacher Auto Group delivering tailored insurance solutions across personal and commercial lines. Hybrid opportunity requiring onsite presence for initial 90 days in Florida.
About the role
- Assurance Senior managing audits and executing assurance engagements for clients at BPM. Supervise team members and develop client relationships while fostering a positive work environment.
Responsibilities
- Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
- Supervise associate level professionals and delegate engagement responsibilities.
- Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
- Develop and execute audit strategy from planning to reporting.
- Develop and maintain client relationships, thus driving client satisfaction.
- Research, understand and apply complex accounting concepts and auditing procedures.
- Draft financials and report audit findings (both verbal and written).
- Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Requirements
- Licensed CPA, or in the process of obtaining the CPA.
- BS/BA degree in Accounting, Finance or related field.
- 3+ years’ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
- Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
- Demonstrated leadership/supervisor experience.
- Excellent oral and written communication skills.
- Strong desire to continuously learn.
- Competently analyzes and prioritizes information to make appropriate recommendations.
- Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
- Understands client needs, identifies root causes of problems, and implements pragmatic solutions.
Benefits
- 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, a coach program, and live classes, workshops, and seminars through BPM University
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