Overview
The organization is seeking a Managing Director to join the Quality – Professional Standards team. In this role, you will serve as a trusted advisor to engagement teams and firm leadership. You will help design, implement, and oversee a modern system of quality management, conduct engagement quality reviews and consultations, and contribute to inspection readiness and remediation efforts, with a particular focus on employee benefit plan audits.
This is a high-impact role for a collaborative, solutions-oriented professional who enjoys coaching teams, simplifying complexity, and strengthening how audits are planned, executed, and reviewed.
Responsibilities
- Develop, maintain, and continuously enhance quality policies aligned with applicable professional standards and firm objectives.
- Advise engagement teams on auditing and reporting matters.
- Provide technical guidance to engagement teams on employee benefit plan audits, including defined contribution and defined benefit plans, health and welfare plans, and employee stock ownership plans.
- Translate standards and regulatory expectations into practical guidance that improves engagement execution.
- Promote a consultative culture that is timely, practical, and focused on sound professional judgment and defensible documentation.
- Coach and mentor quality and engagement leaders to strengthen supervision, review, and consultation behaviors.
- Identify themes and quality risks, communicate expectations, and partner with leaders to execute remediation plans.
- Stay current on changes in professional standards, regulations, and industry best practices.
- Lead and coordinate internal inspection activities and readiness efforts for external reviews such as peer review and DOL inspection.
- Participate in technical due diligence activities when evaluating potential accounting firm acquisition targets.
Qualifications
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
- Certified Public Accountant (CPA) designation is required.
- Extensive experience in employee benefit plan audits, with a proven progressive history in quality management roles.
- Strong working knowledge of professional standards, with the ability to interpret requirements and convert them into practical execution guidance.
- Demonstrated success influencing outcomes through collaboration, including coaching engagement teams and leaders and delivering difficult messages with professionalism.
- Excellent written and verbal communication skills, including the ability to write clear guidance and deliver effective training to varied audiences.
- Experience leading or supporting quality initiatives.
Compensation & Benefits
- Competitive compensation and benefits.
- Flexibility to manage personal and professional life.