Sr Auditor

The Senior Auditor position at H&R Block plans and executes Internal Audits designed to provide an assessment of the organization’s internal controls, processes, and operational performance, in accordance with the IIA and department standards. This includes preparation and review of audit work papers and reports documenting the results of completed audits and recommended management action. The person in this role is expected to develop and maintain a strong rapport with key associates, including leadership within the organization. The Senior Auditor should promote the value and integrity of Internal Audit function, and complete other work as assigned.

The person in this role will assist with program oversight of H&R Block's enterprise-wide compliance program for the Sarbanes Oxley Act (SOX), including management’s assessment of the effectiveness of internal controls over financial reporting, serving as a resource to update processes and controls, monitoring and reporting on management progress, assisting with control testing, and developing efficient program methodology and training.

Day to day you'll ...

Performs, individually or as part of a team, audits in accordance with the departmental and Global Internal Audit Standards set by the IIA Key responsibilities include:

• Prepares detailed plans for performing individual audits including the identification of key risks and controls, determination of audit objectives, and development of an appropriate audit program. Performs audit activities in a professional manner. Obtains, analyzes, and appraises evidentiary data for use in forming an objective opinion on the adequacy and effectiveness of internal controls and efficiency of operations. Prepares audit work papers in accordance with department and professional standards that document all audit procedures, findings, and recommendations. Explores alternative courses of action for correcting control weaknesses, resolving operating problems or improving performance, and prepares recommendations.
• Leads or assists in the presentation and review of audit findings with members of management. Analyzes the adequacy of actions initiated or proposed by management to implement or improve internal controls or improve operational effectiveness. Follows up to ensure acceptable and timely execution of management action plans.
• Prepares audit reports designed to provide management and the Audit Committee with an objective assessment of systems, processes and operations, and management’s planned corrective actions.

Assists in defining and overseeing execution of the H&R Block’s enterprise process to achieve compliance with Sarbanes-Oxley (SOX):

• Continually refines methodology as internal, external, and regulatory requirements change.
• Facilitates the process for Management's a) annual evaluation of the effectiveness of internal controls over financial reporting and b) quarterly evaluation of changes to internal controls over financial reporting.
• Develops and facilitates ongoing communication and reporting to all relevant internal and external parties.
• Serves as a resource for management in the preparation of process and control documentation and the testing of control procedures.

Provides training to new team members on departmental processes and standards. Directs, coaches, and instructs other team members and reviews their work for sufficiency of scope and adequacy of documentation.

Assists in the development and execution of a comprehensive audit plan based upon risk assessment, management’s goals and objectives, and the requirements of the Audit Committee. Gathers information about potential audit areas, assists with assessing the degree of inherent risk and estimating the time required to complete audit projects.

Performs or assists in the performance of special projects, including risk assessments, fraud investigations, audit department policy updates, due diligence acquisition reviews, etc.

Participates in professional associations and maintains relationships with counterparts in other companies, in order to stay abreast of professional technical trends and technique

• Bachelor's degree in accounting, finance, or related field
• Certification as a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Management Accountant (CMA), or other certification for which Internal Audit has a need. Qualified candidates without a certification are required to achieve certification within 24 months of start date
• A minimum of four years audit experience in an environment that provides exposure to sophisticated operational and financial audit principles and techniques. Equivalent experience in an operational, technical or financial capacity is acceptable in lieu of direct audit experience
• Deep understanding of SOX and internal controls over financial reporting
• Demonstrated commitment to continuous personal professional development
• Operational knowledge of Global Internal Audit Standard
• Demonstrated critical thinking and analytical skills
• Demonstrated organizational and leadership skills, including the ability to successfully manage multiple projects simultaneously
• Self-starter, with demonstrated ability to work independently while contributing to the success of the team
• Exceptional oral and written communication skills suitable for all levels of management, ability to negotiate and inspire effective, timely, proactive or corrective action by management
• Ability to work effectively as a team member of a diverse work group
• Proficient in the use of Microsoft Word, Excel, PowerPoint, and Visio

• Master’s degree in accounting, finance, or another relevant discipline
• Big 4 or large firm experience
• Experience using TeamMate software
• Data analytics skills