Lead Auditor

2 weeks ago


San Jose, California, United States Sterling Freeman Full time

Senior Auditor – Sterling Freeman

At Sterling Freeman, we provide top-tier, personalized tax advisory services to both U.S. and international clientele, including corporations, technology firms, and high-net-worth individuals. We pride ourselves on fostering a high-growth environment that is well-managed, where professional development is driven by individual capability. Our vibrant culture is designed for career advancement, and we are eager to attract exceptional talent to join our ranks.

Key Responsibilities of the Senior Auditor

  • Collaborate with mid-sized private enterprises across various sectors, investment entities, non-profit organizations, and employee benefit plans.
  • Develop a comprehensive understanding of clients' requirements, values, accounting practices, and industry-specific GAAP/GAAS challenges.
  • Assume a leadership role in planning and executing audit, review, and compilation engagements; mentor and guide junior auditors.
  • Prepare and present financial statements.
  • Engage in technical tasks and enhance technical expertise through ongoing education.
  • Cultivate strong working relationships with clients, collaborating with their management and staff to deliver audit services.
  • Evaluate risks and assess the client's internal control framework.
  • Work alongside the audit team to identify and address client issues encountered during the audit process.
  • Support firm leadership in drafting engagement reports that outline findings and recommendations.
Qualifications & Requirements for the Senior Auditor
  • A minimum of 2 years of current experience in a CPA firm is essential.
  • CPA certification is required or in progress.
  • A Bachelor's degree is mandatory; a Master's degree is preferred.
  • Proven ability to manage multiple priorities, deadlines, and budgets effectively.
  • Proficiency in conducting complex financial analyses.
Desired Soft Skills
  • Strong integrity, intellectual agility, and resilience.
  • A demonstrated history of being a passionate learner who embraces opportunities for skill enhancement.
  • An entrepreneurial mindset applied to the auditor role.
  • An energetic professional seeking increased responsibilities and autonomy with clients.
  • A genuine curiosity to delve into financials to uncover potential opportunities for client benefit.
  • Excellent interpersonal skills, thriving in relationship-building both internally and externally.

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