Assurance Experienced Manager

BDO USA; San Jose (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Flexible work opportunities

Benefits tailored to individual needs

Job summary

A leading accounting firm is looking for an experienced Assurance Manager in San Jose, California. In this role, you will oversee audit teams, advise clients on compliance and review complex financial transactions to ensure accuracy and adherence to standards. A Bachelor’s degree in a relevant field and CPA certification are required, along with a proven track record of managing teams and delivering outstanding client service. Join a culture focused on professional development and meaningful impact.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master’s in Accountancy preferred.
• Six or more years of prior relevant audit experience.
• Active licensed US CPA or international equivalent required.

Responsibilities

• Supervise audit teams and review workpapers during field work.
• Advise clients on economic and regulatory risks.
• Draft complex financial statements and document resolutions.
• Monitor and communicate professional and industry pronouncements.

Skills

GAAP knowledge

GAAS understanding

Strong communication skills

People development and delegation

Client relationship building

Education

Bachelor’s degree in Accounting or related field

Master’s in Accountancy

Tools

Microsoft Office Suite

Assurance applications

Job description

Job Description

The Assurance Experienced Manager is responsible for supervising, directing, and reviewing the results through delegation of tasks throughout the planning, field work, and "wrap‑up" stages of an Audit client engagement. The role also involves marketing, networking, business development and ensuring engagement profitability involving billings and collections. Typical responsibilities include advising the client on economic and regulatory risks, resolving complex accounting issues, applying GAAP and GAAS consistently, writing technical consultation memos, and documenting, validating, testing and assessing financial reporting control systems.

Job Duties

• Control Environment
  • Apply knowledge of factors affecting control effectiveness and mitigating risks of policies and procedures.
  • Understand overall control environment, organization, and supervisory controls.
  • Validate and assess effectiveness of internal control over financial reporting.
  • Identify and communicate improvements to management, audit committee.
  • Assign audit functions to appropriate auditors.
  • Supervise audit team, review workpapers and conclusions onsite during field work.
  • Provide on‑job training to engagement staff.
• GAAP
  • Apply governing principles to client transactions and document communication.
  • Consult clients on impact of new accounting pronouncements.
  • Monitor and communicate professional and industry pronouncements.
  • Present and discuss alternative GAAPs and arguments for or against.
  • Draft complex financial statements, related footnotes and communicate to client.
  • Identify complex accounting issues, document resolution, and seek counsel from technical experts.
• SEC and PCAOB
  • Apply knowledge of SEC regulations and PCAOB guidelines and document application.
  • Review SEC filings (MD&A, statements, disclosures) for appropriateness, completeness, and accuracy; ensure quarterly reviews are performed.
  • Review communications to client and Audit Committee for completeness, accuracy, compliance with firm guidelines.
  • Review Section 404 internal control audit workchecklists for completeness and compliance.
  • Ensure engagement independence and consult internally as needed.
• GAAS
  • Apply knowledge and understanding of professional standards; document and communicate application.
  • Use proficiency in GAAS, PCAOB to perform and supervise work.
  • Provide guidance and affirm conclusions of others.
  • Communicate required matters to Audit Committee/Board and governance.
  • Use efficiency tools such as statistical sampling, CAATS.
• Methodology
  • Apply BDO standards that guide effective and efficient delivery of quality services.
  • Conduct detailed review to ensure audit complies with assurance manual standards.
  • Prepare or review required communications to management and audit committees.
  • Recommend appropriate outcomes to critical issues.
  • Initiate and prepare client acceptance/retention procedures.
  • Plan audit process and oversee execution with quality, efficiency, and completeness.
  • Execute proper BDO methodology, including archiving procedures.
  • Consider Sarbanes‑Oxley rules for combined 404 and financial statement audits for public clients.
• Research
  • Use methodology to seek or maintain information from authoritative sources and draw conclusions.
  • Define methodology to conduct research projects and complete in timely manner.
  • Apply comprehensive knowledge of research tools and draw conclusions.
  • Prepare memo supporting research/conclusions and consult with others if appropriate.
  • Present issues to RTD or concurring reviewer accurately.
• Supervisory Responsibilities
  • Supervise Associates and Senior Associates on all projects.
  • Review work prepared by Associates and Senior Associates and provide review comments.
  • Act as a career advisor to Associates and Senior Associates.
  • Schedule and manage workload of Associates and Senior Associates.
  • Provide verbal and written performance feedback.
  • Teach/coaching to provide on‑the‑job learning.
• Other Duties
  • As required.

Education

Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.

Qualifications, Knowledge, Skills and Abilities

• Master’s in Accountancy preferred.

Experience

• Six (6) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience required.
• Prior significant supervisory experience required.
• Industry expertise in one or more assurance specialty preferred.

License/Certifications

• Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO’s Assurance Licensing Policy required.
• If active international equivalent or unique qualification, required to obtain active US CPA license within firm-defined timeframe.

Software

• Proficient with the Microsoft Office Suite preferred.
• Experience with assurance applications and research tools preferred.

Language

• N/A

Other Knowledge, Skills & Abilities

• Sound GAAP and GAAS knowledge.
• Familiarity with SEC and PCAOB reporting rules.
• Proven solid verbal and written communication skills.
• Excellent people development and delegation skills, including training, instruction, engagement scheduling and budgeting.
• Executive presence – primary client contact, prepare and present presentations to clients and prospects.
• Client development/relationship‑building skills.
• Solid decision‑making skills.
• Ability to resolve complex accounting issues.
• Business development and marketing responsibility.
• Engagement profitability responsibility, including billings and collections.

Salary Information

• California: $130,000 – $160,000
• Cleveland, Ohio: $95,000 – $125,000
• Colorado: $100,000 – $130,000
• Illinois: $115,000 – $130,000
• Maryland: $120,000 – $150,000
• Massachusetts: $115,000 – $125,000
• Minnesota: $100,000 – $120,000
• New Jersey: $113,000 – $138,000
• NYC/Long Island/Westchester: $110,000 – $150,000
• Washington: $110,000 – $135,000
• Washington DC: $120,000 – $150,000

About Us

Join us at BDO, where you will find more than a career; you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, curiosity, and authenticity.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We focus on delivering exceptional and sustainable outcomes and value for our people, clients and communities. BDO is an ESOP company, reflecting a culture that places people first.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). The ESOP offers participants a stake in the firm’s success. The annual allocation to the ESOP is fully funded by BDO.

We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives, helping companies move beyond business as usual.

• Welcoming diverse perspectives.
• Empowering team members to explore full potential.
• Our talented team proactively helps clients navigate complex challenges and opportunities.
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
• Focus on resilience and sustainability.
• BDO Total Rewards encompasses more than traditional “benefits.”

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.

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