Job Title: Audit Senior Staff Department: Audit
FLSA Status: Non-Exempt Reports to: Manager / Supervisor
Location: La Jolla Last Revision Date: 08-02-2018


Audit Senior Staff will be responsible for preparation of various types of assurance and accounting engagements, fulfilling bookkeeping needs, and assisting in preparation of tax returns related to assurance and accounting clients. They will also have an advanced understanding of GAAP accounting principles and basic tax forms as well as an ability to meet their budget and hour goals.


To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must have obtained CPA licensure.


  • Mastery of the following knowledge and skills
    • See Audit Staff 2
    • Perform technical research on standards and pronouncements utilizing RIA/Checkpoint
    • Understanding risk assessment and implementing proper audit procedures
    • Understanding of client internal control processes
    • Ability to create opportunities for client best practices including management letter comments
    • General planning procedures
  • Proficient in the following knowledge and skills
    • Performing first review of workpapers
    • Performing first review of financial statements
    • Delegating appropriate work to staff
    • Training of staff
    • Setup of new client full disclosure financial statements
    • Ability to identify and resolve technical issues on new and existing clients
    • Point of contact for engagements
    • Creating engagement budgets
  • Rudimentary or basic understanding of the following knowledge and skills
    • Creating proposals for new clients
    • Ability to lead assurance and accounting engagements
    • Ability to supervise staff on assigned engagements
    • Set professional conduct and leadership example to staff
    • Specialized knowledge in a specific industry
    • Scheduling of engagements and staff
    • Evaluating and participation of staff evaluations
    • Mentorship program of staff