Audit Supervisor Guide

Audit Supervisor


The audit supervisor is responsible for providing high level services that ensure compliance in a variety of industries. They can do this by performing audits, reviews and compilations to meet client needs within construction, healthcare or manufacturing/distribution among others while also managing expectations from stakeholders.


Benefits & Perks
401K, Medical, Dental, Vision, PTO, Flex Spending Plan, Professional Education
Bachelor’s in Accounting required, Minimum of 4-5 years of public accounting experience
Redlands Office
Monday - Friday
Local Travel

Your Questions

We would love for you to join our team! And we think it’s important to start by addressing your questions first. Hopefully, this answers most of them and gives an idea of what working at Soren McAdam is like, but if not let us know by emailing with “QA Position” as the subject line.
Public accounting will present different experiences on a daily basis. However, typically the day consists of completing tasks ranging from financial statements or tax returns within your team environment where employees are given specific work to complete- all while providing exceptional client service!
Every new team member will initially go through a one-week in-depth training over the internal software and processes. In addition to this, we’ll put you on engagements where continuing education can continue from what was learned during the initial week – all with an eye towards keeping our employees up to date so they have access to whatever resources are most relevant for them! This helps keep CPA licenses current too by offering annual continuing professional courses.
Career goals are typically set with the individual’s career advisor throughout each year. These annual plans ensure that you’re staying on track for what will make your future bright. Regular meetings between yourself and your career advisor allow them to give feedback along the way.
We’ve seen tremendous growth over the past 5 years, and we’re not slowing down anytime soon. We plan on continuing that trend as our team expands further into new markets with more opportunities for those within the company who want them.
The firm continues to see record growth and it is exciting to see the opportunities this creates for others within the company. There are many different paths one can take in order become a partner with us, including climbing up through our ranks or specializing your area of expertise while providing exceptional client service on top of everything else.
We continue to see strong growth in revenues year over year and there is an immense need for us to expand our staff as we work towards sustaining this success. We’re looking for someone who wants a chance at career advancement, so they can be part of something bigger – like you! 😍
The firm is committed to promoting employees and offering advancement opportunities. 🚀 You will be assigned your career advisor who can work with you on how we achieve promotions, which includes being placed in a position that’s most suited for success within the company according to what they recommend.
For those who have not obtained their CPA license, we would challenge them to develop a plan to prepare, schedule, study, and complete all 4 parts of the exam. Additionally, we want to see new team members learn our software and processes and develop rapport with other team members.

Benefits & Perks

Over a working career, professionals must juggle conflicting priorities in the office and at home. At Soren McAdam, our goal is to create sustainable rewarding opportunities while still providing latitude for team members to meet personal commitments by taking an inclusive approach that prioritizes both professional responsibilities as well as individual needs like family time or hobbies outside work hours.

401K Retirement Plan
Vision Coverage
Personal Time Off
Medical Coverage
Life Insurance
Flex Spending Plan
Dental Coverage
Disbility Insurance
Professional Education

The company also has an annual tradition of celebrating April 15th to help employees and their families relax after the busy season. Past events have included partners cooking BBQ for everyone, games with kids in an outdoor setting, or even having a food truck outside!

Audit Supervisor Responsibilities

● Able to perform all Senior Accountant responsibilities.
● Perform audits, reviews, and compilations in a variety of industries including construction, healthcare, and manufacturing/distribution.
● Involved in every aspect of the audit including the planning and preparation of financial statements.
● Provide high-level support for clients including managing expectations and meeting deliverable deadlines.
● Work as part of a team that helps to provide tax and industry knowledge and experience to clients.
● Develop, motivate and train staff and senior-level team members.
● Collaborate with managers and partners on both teams and client issues.

Education & Experience

● Bachelors in Accounting required.
● Minimum of 4-5 years of public accounting experience.
● CPA certification required.

Audit Supervisor Core Competencies

Initiative – Goes beyond job/role requirements to seize opportunities or accomplish a task. Identifies new ways to meet client expectations and solve client problems.
Technical Excellence – Demonstrates advanced technical knowledge and applies it to identify issues and resolve client problems. Require minimal guidance from higher management levels to complete technical areas of the engagement.
Communication – Keeps others informed of important information, whether daily activities, crises, or progress on long-term projects. Tailors content and style of communication to the needs and expectations of their audience.
Results Orientation – Strives to achieve and succeeds in achieving challenging goals. Approaches work in an organized, focused, and efficient manner having effective time management skills. Completes assignments efficiently and accurately.
Conceptual Thinking – Able to identify cause and effect relationships and put ideas together in ways that increase understanding, solve problems, result in innovation, and otherwise benefit the organization.
Change Orientation – Accepts, pursues, and promotes constructive change within the firm, client organizations, and project work teams. Addresses unexpected problems quickly and effectively with clients and internally with all levels.
Teamwork – Functions effectively as part of or leader of a group of people working together to accomplish tasks or reach goals. Promotes looking at the firm’s goals in addition to team goals.
Developing Self and Others – Works to improve the performance of oneself and others by pursuing opportunities for continuous learning and feedback, constructively helping/advising others in their professional development. Delegates and leverages work to ensure staff development.
Relationship Building – Works to build, maintain and utilize individual relationships or networks with co-workers, clients, and other people who are, or might be, helpful in achieving work-related goals. Develops professional relationships with all constituencies based on trust.
Influence – Presents persuasive arguments with personal presence and professional credibility, convincing others to change the course of events.
Strategic Thinking – Uses an understanding of the firm and its clients, positions in their respective markets, and business trends to envision, support, create and execute organizational strategies. Relates the firm’s business strategies to identify additional services that could benefit clients

Audit Supervisor Demonstrated Contributions

Client Services
● Consistent track record of success in serving clients with a demonstration of high-quality client service.
● Creates, establishes, manages, and meets or exceeds clients’ expectations.
● Consistent track record of meeting deadlines.
● Regularly obtains positive feedback from clients on their satisfaction with work.
● Past successful results in research and technical judgment.
People Development
● Supervises effectively recognizes capabilities of subordinates, and provides adequate on-the-job training.
● Provides timely, relevant, and effective feedback to co-workers on a continuous basis, and, when asked, in an annual review of a co-worker’s performance.
● Assists in identifying and filling recruiting needs for the firm, taking a leadership role in recruiting specific candidates based on business needs.
Firm Economics
● Develops new efficiency and cost containment techniques. Puts these practices in place and educates others in the firm.
● Achieves, on a consistent basis, realization targets established by the project budget.
Business Development
● Develops strong relationships with appropriate referral sources and follows up with contacts to develop client prospects or new work.
● Achieves visibility in the general business community and in specific industry specialty groups.
● Demonstrated understanding of taxation issues facing individuals and companies of all sizes.

Desired Values & Culture

● Professionalism
● Respect
● Integrity
● Dedication
● Excellence
● Teamwork

Authority & Responsibility

● Reports to the Tax Partner of Soren McAdam LLP
● Direct reports may include Staff, Senior and Supervisor level tax team members.
● Responsible to provide regular feedback including performance reviews of staff.

Bonus Points

● Must possess a strong willingness to participate in a high-energy team environment.
● Must possess strong research abilities related to complex tax matters.
● Must possess excellent computer skills including proficiency in Microsoft Office.

Additional Open Positions

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The Tax Manager for Soren McAdam, LLP is the liaison between the partner, client and staff. This position will manage multiple…

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Every firm member who works for Soren McAdam, LLP works not only for a particular team/partner but also for the firm as a whole. Accordingly, firm members are expected to act in the best interests of the firm, even if doing so requires actions and behaviors not listed in the above Role Description. This Role Description is provided as a tool to assist you in understanding your position and is subject to revision by management when client service needs change.