Assurance Manager

The Assurance Manager oversees engagements from start to finish, managing the client relationship and internal engagement teams to ensure the quality and timeliness of client deliverables. Assurance Managers lead engagement teams and team members; provide technical guidance for client engagements; and contribute to assurance and firm non-charge initiatives.

Responsibilities

Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines; Review workpapers and financial statements, preparing assurance files and binders for assurance director review; Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling); Create and execute assurance plans, including designing of appropriate tests, identifying scope, and planning schedules for engagements using proper leveraging; Obtain strong technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements; Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines; Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients; Begin to specialize in specific industries or niches; Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment; Engage in research and technical discussions, seeking guidance when needed; Build technical expertise, leadership skills, and/or client management capabilities; Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients; Utilize strong relationship management skills to build rapport with internal team members and external stakeholders; Adhere to firm policies while completing firm administrative tasks such as scheduling, billing, and new client proposals; Maintain compliance of assurance continuing education requirements (e.g., Yellow Book, EBP); Meet productivity goals; Participate in firm-sponsored events and activities; Participate in team and firm non-charge activities of interest

Requirements

Bachelor’s degree required in accounting, finance, or related field; Five to six years of experience in an assurance or accounting related role; CPA licensure required; Other certifications demonstrating specialization (e.g., Certified Internal Auditor) may be required

Benefits

Health insurance – medical, vision, dental; Unlimited PTO; Paid family leave, medical leave, and maternity/paternity leave programs; Retirement benefits – 401(K) match and best-in-class automatic profit sharing; Telemedicine, mental health resources, and wellness program reimbursement; Life insurance and disability insurance