Accounting & Assurance Manager

About This Role

The Accounting and Assurance Manager will lead, coach, and train staff while overseeing client audits, reviews, and compilations. This role involves direct client interaction, ensuring timely delivery of financial statements, and managing team workload, making it suitable for an enthusiastic individual with significant public accounting experience.

Responsibilities

• Review audits, reviews, and compilations, providing direction and feedback for completion before final submission to Partners
• Oversee and manage client audits, including scheduling, planning, file review, budget preparation, and allocation of time charged
• Work closely with clients, including attending client and audit meetings, and preparing management letters and related correspondence
• Deliver financial statements and working paper files in accordance with firm standards in a timely, effective manner
• Develop business and manage a client base
• Keep Partners informed, on an ongoing basis, of progress and significant issues
• Review personal and corporate tax returns and provide direction and feedback for completion before final submission to Partners
• Work independently on more difficult corporate and tax matters, when necessary
• Mentor staff by providing engagement feedback and participate in the employee review process during the year as well as annually
• Deliver internal training to all staff
• Be involved in the creation of firm best practices as well as implementation
• Manage team workload requirements and provide assistance in reviewing and evaluating staff members
• Effectively communicate with clients and with Partners and staff
• Attend Partner Meetings as needed
• Review engagement files in accordance with firm standards for a variety of clients of businesses and non-profit enterprises
• Prepare difficult corporate and personal income tax returns
• Demonstrate strong technical knowledge and have the ability to research issues, present alternatives, and provide conclusions
• Continuously communicate with Partners with respect to engagement progress – risks, issues, variances from plan in terms of time, budget, etc.
• Manage interpersonal relations and build the morale of the team
• Develop the knowledge of staff members by sharing best practices and providing coaching and training
• Liaise with clients to discuss issues, clarify details, and obtain information
• Meet with clients to review files as required
• Other duties as assigned

Requirements

• CPA Designation
• 5+ years public accounting experience, including auditing and the preparation of personal and corporate tax returns