Assurance Manager

Job Description

Job Description

About the Role:

The Assurance Manager is responsible for leading audit and assurance engagements, managing client relationships, and overseeing the delivery of high-quality financial statement audits, reviews, and other assurance services. This leadership role combines technical accounting expertise with project management, team development, and strategic client advisory services. The ideal candidate has extensive public accounting experience, strong knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS), and a passion for mentoring professionals while helping clients achieve their financial reporting and compliance objectives.

Responsibilities:

• Lead financial statement audit, review, and assurance engagements from planning through completion, ensuring compliance with professional standards, regulatory requirements, and engagement objectives.
• Manage multiple client engagements simultaneously while maintaining high standards of quality, accuracy, profitability, and timely project completion.
• Develop and maintain strong client relationships by serving as a trusted advisor and providing proactive guidance on accounting, financial reporting, internal controls, and risk management.
• Review audit workpapers, financial statements, disclosures, and engagement documentation to ensure compliance with GAAP, GAAS, and firm quality standards.
• Oversee engagement planning, risk assessments, audit strategies, staffing, budgeting, scheduling, and resource allocation.
• Identify accounting, operational, and internal control risks while providing practical recommendations that strengthen financial reporting and business processes.
• Supervise, mentor, and develop audit seniors, staff accountants, and other team members through coaching, technical training, and performance feedback.
• Research and interpret complex accounting and auditing standards, applying technical guidance to client engagements and advising engagement teams.
• Collaborate with tax, advisory, and other cross-functional professionals to deliver comprehensive client solutions and exceptional service.
• Monitor engagement budgets, realization, and profitability while communicating project status, potential issues, and recommendations to leadership and clients.
• Promote continuous improvement by implementing best practices, enhancing audit methodologies, and leveraging technology to improve efficiency and effectiveness.
• Ensure the confidentiality and security of sensitive financial information while adhering to professional ethics, regulatory requirements, and organizational information security policies.
• Support business development efforts by identifying opportunities to expand client relationships and contribute to the growth of assurance services.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) license required.
• Minimum of 5 years of progressive public accounting experience with a focus on audit and assurance services.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), financial reporting, and audit methodology.
• Experience managing audit engagements, client relationships, budgets, timelines, and engagement teams.
• Proven leadership experience supervising, mentoring, and developing accounting and audit professionals.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills with the ability to explain complex accounting matters to clients, executives, and stakeholders.
• Proficiency with audit software, financial reporting applications, and Microsoft Office, including Excel, Word, and Outlook.
• Ability to manage multiple priorities in a deadline-driven public accounting environment while maintaining exceptional client service.

Desired Qualifications:

• Experience serving privately held companies, middle-market organizations, nonprofit entities, or closely held businesses across diverse industries.
• Knowledge of internal controls, risk assessment, fraud prevention, regulatory compliance, and financial reporting best practices.
• Experience with audit technology, data analytics, workflow automation, and continuous process improvement initiatives.
• Demonstrated success in business development, client retention, and expanding professional service offerings.
• Experience mentoring future leaders, building high-performing teams, and fostering a collaborative, client-focused culture.
• Commitment to continuous professional education and staying current with emerging accounting standards, auditing guidance, and industry trends.