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Wegner CPAs is seeking a Supervisor, Not for Profit to work in our Madison, WI office. The Supervisor, Not for Profit plays a key role in reviewing workpapers and financial statements, mentoring and training audit staff, and assisting with engagement planning and budgeting. This position requires strong technical expertise, leadership skills, and the ability to guide teams while maintaining high-quality client service.
Job Responsibility:
Lead, mentor, and directly supervise Staff and Senior Accountants, providing training and performance feedback
Manage workload distribution among team members and ensure engagements stay on track
Conduct detailed technical reviews of audit workpapers and financial statements, ensuring compliance with GAAP and firm standards
Develop and implement training sessions to enhance the technical skills of team members
Serve as the primary relationship manager for multiple clients
Lead client meetings, including exit conferences and Board presentations
Expand firm visibility by attending networking events and cultivating relationships with clients and referral sources
Assist with responding to Request for Proposals (RFPs) and participating in new client business development
Plan and manage complex audit engagements, ensuring efficiency and adherence to timelines
Set audit budgets and monitor actual costs against projections
Ensure teams obtain sufficient, competent audit evidence while maintaining engagement profitability
Act as a technical resource for complex audit issues, including financial statement preparation and compliance audits
Develop a specialized area of expertise within the firm and provide guidance on industry best practices
Ensure audits align with AICPA, GAAP, and regulatory standards
Participate in internal and external training programs to stay up to date with industry changes
Contribute to firm strategy discussions and process improvements
Collaborate with leadership on staffing, retention, and training initiatives
Participate in firm-wide initiatives
Requirements:
Master’s Degree in Accounting, Data Analytics, Business Analytics or related field
Minimum of three years of experience with external non-profit audits
At least three years of experience working with small to medium sized non-profits
At least three years of experience in external audits, financial statement preparation and engagement management
At least three years of experience with GAAP, GAAS and compliance standards
At least three years of experience in audit planning, budgeting and client relationship management
At least one year of experience leading teams, providing technical guidance and managing multiple engagements simultaneously
Bachelor’s Degree in Accounting, Data Analytics, Business Analytics or related field accepted with minimum of five years of experience with external non-profit audits