Assurance Manager

Job Description

Job Description

*Please note that ALL our opportunities are in-person at our West Knoxville location*

OBJECTIVE: In fulfilling the Firm's mission, the Manager is a liaison between Officers, clients and Firm staff. The Manager supports the Firm's goals and values through all professional communications and the maintenance of positive working relationships.

The A&A Manager will have a high level of technical and leadership knowledge and experience. The Manager is responsible for overseeing client relationships, which would include managing multiple audit and accounting engagements simultaneously, as well as coordinating the delivery of other services, developing business proposals and other supervisory and administrative duties as required. The Manager oversees a group of staff and is responsible for managing their daily activities and career development. The A&A Manager retains significant responsibility to grow the firm through new business as well as the scope of services to existing clients.

The A&A Manager is a dedicated team leader with advanced written and oral communication skills. The Manager consistently demonstrates integrity within the professional environment. The Manager provides the example for staff to learn from and model for their own success.

The A&A Manager is technically sound in all authoritative accounting and auditing standards applicable to the clients serviced.

RESPONSIBILITIES

Client Services

Identifies and assumes varying roles in the servicing of a group of clients. This could include full client service responsibility whereby all services are provided and coordinated by the manager with minimal officer involvement, or a more specific role in certain facets of the services delivered.

• Develops a relationship with key client personnel and provides valuable ideas on an ongoing basis.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business.
• Proactively and effectively identifies clients’ needs.
• Provides professional services on a basis that is cost effective to the client and firm.
• Monitors the timeliness and effectiveness of the delivery of services provided by others within the firm.
• Assist with the preparation of invoices to clients, assist in communicating details of fees to clients, and assume responsibility for fee collections, if requested by officer.
• Manages expectations of service including work products, timing, and value to be delivered. 
• Maintains a knowledge of general economic conditions, political trends and legislative initiatives for their effect on clients.
• Uses knowledge of client’s industry to identify relevant trends, developments and key performance drivers and communicates this information to client management.
• Have a working knowledge of business taxes and personal income taxes. 

A&A Engagement Management

• Performs higher level A&A engagements and expands ability to perform or supervise new types of engagements.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members, and uses current technology and tools to enhance the effectiveness of deliverables and service.
• Is responsible for all phases of audit, review, compilation, or other accounting engagements. Plans, supervises, reviews and controls A&A engagements of all sizes and complexities for compliance with all professional and firm standards. This includes supervising time budget development and fee recommendations, working with internal staff and clients to plan engagement objectives and strategies.
• Communicates with appropriate individuals within the firm and documents the status of A&A engagements. Keeps Officers informed of all important developments on engagement; analyzes problems and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client and audit team.
• Participates in the performance of procedures especially focusing on complex, judgmental and / or specialized issues.
• Demonstrates a thorough understanding of complex accounting and auditing concepts and their application to client situations.
• Continues to develop a specific area of technical expertise or concentration in servicing a segment of clients.
• Achieves the desired level of fee realization and the desired level of budget realization on services performed and supervised.

PEOPLE MANAGEMENT

• Assist in managing A&A staff, including their career development, training and professional development, productivity and performance.
• Evaluates the performance of A&A staff and provides verbal and written feedback regularly.
• Identifies personnel issues, makes recommendations, and participates in resolution.
• Proactively mentors and develops the technical and business development skills of A&A staff.
• Assists with the recruiting and hiring of A&A staff, if requested.
• Provides on-the-job training; reviews work papers and reports prepared by staff.
• Assists with the development of training programs and acts as instructor in professional development programs.

BUSINESS PROMOTION AND GROWTH

• Ensure all client needs are being met through additional services, if warranted.
• Nurtures and expands referral networks to help identify prospective team members and clients.
• Participates with firm personnel in marketing efforts, including proposal development, prospect calls, etc.
• Identifies and solicits prospects, both individually and as a team. 
• Active community involvement in industry or professional groups, including leadership positions.
• Begin to develop a personal marketing plan.
• Maintains and enhances presentation skills.
• May participate in speaking, article writing, newspaper quotations and seminar presentations. 

DEPARTMENT ADMINISTRATION

• Understands the economics of the A&A business and its relation to the firm.
• Assists in development and carrying out departmental goals, policies and guidelines.
• Regularly meets with other managers and department head to discuss and resolve issues.
• Assumes responsibility as a resource in specialized technical areas.
• Prepares other administrative reports and projects as requested by the Officers.
• Assists in the development and maintenance of internal reference material.

Position Qualifications

• Bachelor’s degree in accounting preferred.
• Typically, a minimum of 5 years professional experience in public accounting, demonstrating a progression in complexity, scope, and number of engagements managed, with extensive supervisory and marketing experience.
• Current and valid CPA license.
• Member in good standing with AICPA and state of Tennessee Proficient in use of computers, accounting software and auditing software programs.
• Demonstrative marketing ability to manage client relationships.
• Above average written and verbal communication skills.
• Successful problem-solving and analytical skills.
• Ability to perform in highly interruptive conditions. Project management experience.
• Ability to perform under time-pressures and meet deadlines.
• Ability to effectively deal with engagement situations that may involve controversy and influencing others.
• Professional behavior and appearance. A coach and a leader.
• Community involvement.
• Strong work ethic, honest and ethical. Proactive, resourceful and customer oriented.
• Ability to sit and use computers for extended periods of time. Ability to travel by air and car. 
• Ability to carry and transport bags, computers, etc.
• Ability to provide own transportation for traveling to client assignments and for personal development programs.
• Occasional out-of-town travel, with overnight stay for work at clients’, meetings, or seminars.
• Overtime work required periodically throughout year.
  

BENEFITS  

• Generous PTO policy
• Paid Holidays
• Group Medical and Life Insurance as well as vision and dental
• 401k Plan
• Professional Development
• Wellness and Employee Assistance Programs

All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

PROPRIETARY AND CONFIDENTIAL TO PUGH CPAs