Job Description

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Senior Assurance Manager / Partner

Employment Type: Full-Time
Position Summary

We are seeking an accomplished Senior Assurance Manager / Partner to provide strategic leadership across a diverse portfolio of audit, review, and compilation engagements. This executive-level role is responsible for driving client success, leading engagement teams, developing business opportunities, and ensuring the highest standards of technical excellence and professional integrity.

The ideal candidate is a trusted advisor with extensive public accounting experience, exceptional leadership skills, and a proven ability to build lasting client relationships while mentoring future leaders. This role offers the opportunity to influence the strategic direction and continued growth of a successful assurance practice.

Key Responsibilities

Client Engagement Leadership

• Lead multiple audit, review, and compilation engagements from planning through completion while ensuring compliance with professional standards and quality expectations.
• Develop comprehensive engagement strategies, including staffing, scheduling, budgeting, risk assessments, internal control evaluations, and audit approaches.
• Review engagement workpapers, financial statements, and deliverables to ensure accuracy, technical quality, and regulatory compliance.
• Sign audit, review, and compilation reports in accordance with applicable professional standards and internal quality control policies.
• Oversee engagement budgets, monitor project performance, and proactively manage scope, timelines, staffing, and client expectations.
• Resolve complex accounting, auditing, and engagement-related issues using sound technical judgment.

Technical & Industry Leadership

• Serve as a subject matter expert within one or more industries or technical accounting disciplines.
• Maintain advanced knowledge of U.S. Generally Accepted Auditing Standards (GAAS), Statements on Standards for Accounting and Review Services (SSARS), U.S. GAAP, and other applicable financial reporting frameworks.
• Research emerging accounting standards, regulatory changes, and industry developments while providing technical guidance to engagement teams.
• Lead the evaluation and resolution of complex technical accounting and auditing matters.

Business Development & Client Advisory

• Develop and maintain trusted relationships with executives, business owners, boards, and other key stakeholders.
• Gain a deep understanding of clients' businesses to proactively identify risks, opportunities, and value-added solutions.
• Identify, cultivate, and pursue new business opportunities while expanding existing client relationships.
• Collaborate with leadership on growth strategies, proposal development, and client presentations.
• Promote new service offerings and cross-functional solutions that address evolving client needs.

Leadership & Talent Development

• Mentor, coach, and develop Managers, Supervisors, Senior Associates, and emerging leaders through ongoing training, performance feedback, and career development.
• Foster a collaborative, high-performing culture focused on accountability, technical excellence, innovation, and continuous improvement.
• Provide leadership in succession planning and team development initiatives.
• Build strong internal relationships that promote knowledge sharing and organizational success.

Practice Management

• Oversee engagement administration, including budgeting, billing, scheduling, resource planning, and profitability.
• Monitor engagement performance and address budget variances, scheduling challenges, and operational risks.
• Ensure compliance with professional standards, quality control requirements, and continuing professional education (CPE) obligations.
• Support strategic initiatives that improve operational efficiency, client satisfaction, and practice growth.

Required Qualifications

• Bachelor's degree in Accounting or a related field, or an equivalent combination of education and professional experience.
• Eight or more years of progressive public accounting experience with increasing leadership responsibility.
• Active Certified Public Accountant (CPA) license or other applicable professional certification.
• Demonstrated success leading complex audit, review, and compilation engagements.
• Extensive knowledge of auditing standards, accounting principles, financial reporting, internal controls, and risk assessment methodologies.
• Proven experience building client relationships, developing business, and leading high-performing teams.
• Strong strategic thinking, project management, and organizational skills.
• Excellent communication, presentation, negotiation, and interpersonal abilities.
• Commitment to maintaining required professional certifications and continuing education.

Preferred Qualifications

• Recognized expertise within a specialized industry or technical accounting discipline.
• Experience leading business development initiatives and driving practice growth.
• Advanced proficiency with Microsoft 365 and audit engagement software such as TeamMate, Suralink, Pfx Engagement, or comparable platforms.
• Experience mentoring future leaders and supporting succession planning initiatives.
• Previous experience in a Partner, Principal, Shareholder, or Senior Leadership role is preferred.

What Success Looks Like

Successful Senior Assurance Managers and Partners are strategic advisors who combine technical expertise with exceptional leadership and business acumen. They build trusted client relationships, lead high-performing teams, and consistently deliver quality engagements while driving profitable growth. They inspire others through mentorship, embrace continuous improvement, and uphold the highest standards of integrity, professionalism, and client service.

Physical Requirements

• Ability to work at a computer for extended periods.
• Ability to remain in a stationary position for prolonged periods.
• Occasional travel to client sites, professional meetings, networking events, and business development activities as needed.