Job Description

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Assurance Manager

Employment Type: Full-Time
Position Summary

We are seeking an experienced Assurance Manager to lead audit, review, and compilation engagements while providing exceptional client service and technical leadership. This role is responsible for managing multiple client engagements from planning through completion, ensuring compliance with professional standards, maintaining project profitability, and mentoring engagement teams.

The ideal candidate is a collaborative leader with strong technical accounting and auditing expertise, excellent project management skills, and a passion for developing client relationships and delivering high-quality results.

Key Responsibilities

Client Engagement & Project Management

• Manage multiple audit, review, and compilation engagements simultaneously, ensuring timely completion and exceptional client service.
• Lead engagement planning, including staffing, scheduling, budgeting, risk assessment, audit strategy, and reliance on internal controls.
• Oversee engagement workflows, monitor project progress, and proactively address scope, budget, scheduling, and client-related challenges.
• Review workpapers, financial statements, and engagement deliverables to ensure compliance with professional standards and internal quality requirements.
• Maintain regular communication with clients throughout engagements, serving as a trusted advisor and primary point of contact.

Technical Leadership

• Apply advanced auditing and accounting knowledge to identify and resolve complex technical issues.
• Interpret and apply U.S. Generally Accepted Auditing Standards (GAAS), Statements on Standards for Accounting and Review Services (SSARS), and applicable financial reporting frameworks, including U.S. GAAP, Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs), tax basis, and modified cash basis reporting.
• Conduct risk assessments, evaluate internal controls, and develop effective audit strategies.
• Research changes in accounting standards, auditing guidance, and regulatory requirements, documenting conclusions and recommended actions.
• For internal assurance engagements, apply the Institute of Internal Auditors' International Professional Practices Framework (IPPF) as applicable.

Leadership & Business Development

• Lead, coach, and mentor engagement team members while fostering collaboration and professional development.
• Delegate work effectively and provide timely, constructive feedback.
• Participate in proposal development, client presentations, and business development initiatives.
• Identify opportunities to expand services within existing client relationships and support new business pursuits.
• Build and maintain strong client relationships through proactive communication and exceptional service.

Operational Responsibilities

• Manage engagement budgets, billing, scheduling, and resource allocation.
• Monitor deadlines and ensure engagements are completed efficiently while maintaining high-quality standards.
• Maintain continuing professional education (CPE) requirements and stay current with industry trends and professional standards.
• Support continuous improvement initiatives that enhance engagement quality and operational efficiency.

Required Qualifications

• Bachelor's degree in Accounting or a related field, or an equivalent combination of education and professional experience.
• Six to eight years of progressive public accounting or assurance experience.
• Active Certified Public Accountant (CPA) license or other applicable professional certification.
• Advanced knowledge of auditing standards, accounting principles, and financial reporting frameworks.
• Demonstrated experience managing multiple client engagements and leading engagement teams.
• Strong project management, analytical, and organizational skills.
• Excellent written, verbal, and interpersonal communication skills.
• Commitment to maintaining applicable professional certifications and continuing education requirements.

Preferred Technical Skills

• Advanced proficiency with Microsoft 365 applications.
• Experience using audit and engagement management software such as TeamMate, Suralink, Pfx Engagement, or similar platforms.
• Strong understanding of risk assessment methodologies, internal control evaluation, and quality control standards.
• Experience researching and resolving complex accounting and auditing issues.

What Success Looks Like

Successful Assurance Managers are trusted advisors who consistently deliver high-quality engagements while building lasting client relationships. They effectively lead and develop teams, manage multiple priorities with confidence, and apply sound technical judgment to solve complex accounting and auditing challenges. They demonstrate strong business acumen, contribute to firm growth through exceptional client service, and uphold the highest standards of professional integrity and quality.

Physical Requirements

• Ability to remain in a stationary position and work at a computer for extended periods.
• Ability to occasionally travel to client locations and professional meetings as needed.