Assurance Manager

Boulay Financial Advisors, LLC; Eden Prairie (MN); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Disability insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Work from home

Job summary

Boulay Financial Advisors, LLC seeks an Assurance Manager to lead audit, review, and other attestation engagements for clients across industries. This role oversees multiple engagements, mentors staff, reviews workpapers, and ensures timely delivery of high‑quality service in the Twin Cities metro area.

The ideal candidate has 6+ years in public accounting, CPA licensure, and strong GAAP knowledge, with proficiency in CaseWare and related software.

Qualifications

• Bachelor’s degree in accounting/finance with 150 credit hours.
• 6+ years of public accounting experience.
• CPA licensure required.
• Strong track record of career achievements and work quality.
• Proficient in Microsoft Office and accounting software.
• Strong general ledger knowledge.
• Understanding GAAP and attestation standards.
• Ability to delegate, supervise, and develop staff.

Responsibilities

• Oversee audit, review, compilation, and other attestation engagements.
• Develop engagement plans, timelines, and team assignments.
• Review workpapers, testing procedures, and financial statements.
• Research and resolve accounting issues; guide teams.
• Identify risks and collaborate with Partners to deliver service.
• Build client relationships and act as trusted advisor.
• Monitor budgets, timelines, and performance.
• Mentor and develop staff through coaching and feedback.
• Support business development and expand client relationships.
• Stay current on accounting standards and education requirements.

Skills

CPA licensure

Team leadership

GAAP knowledge

Financial analysis

Communication

Education

Bachelor’s Degree in Accounting, Finance, or related field with 150 credit hours

Tools

CaseWare

BNA Fixed Assets

Maconomy

CRM

People Planner

TValue

QuickBooks

Job description

We are currently seeking an Assurance Manager to join our team!

At Boulay, our Assurance team does more than deliver audits—we help clients build confidence in their financial reporting and make informed business decisions. Our team works with a diverse range of clients, from privately held businesses to publicly traded companies, providing audit, review, and other attestation services.

The Assurance Manager plays a key role in leading audit, review, and other attestation engagements for clients across a variety of industries. This position is responsible for overseeing multiple client engagements, managing engagement teams, reviewing financial reporting processes, identifying areas of risk, and ensuring the timely delivery of high-quality client service. In addition, the Assurance Manager is responsible for mentoring, developing, and reviewing the work of team members through coaching, delegation, and performance feedback. This role requires strong technical expertise, sound judgment, and the ability to effectively manage multiple priorities while fostering a collaborative and high‑performing team environment. Work is performed both in the office and at client locations throughout the Twin Cities Metro Area, providing exposure to a diverse client base and a wide range of business environments.

Responsibilities

• Manage and oversee audit, review, compilation, and other attestation engagements for clients across a variety of industries.
• Develop engagement plans, timelines, and team assignments to ensure successful project execution.
• Review workpapers, testing procedures, financial statements, and client deliverables for quality and accuracy.
• Research and resolve complex accounting and auditing issues while providing guidance to clients and engagement teams.
• Identify risks, address engagement issues, and collaborate with Partners to deliver exceptional client service.
• Build strong client relationships and serve as a trusted advisor on financial reporting and business matters.
• Monitor engagement budgets, timelines, and overall performance.
• Supervise, mentor, and develop team members through coaching, delegation, and performance feedback.
• Contribute to business development activities and identify opportunities to expand client relationships and firm services.
• Stay current on accounting standards, industry trends, and continuing education requirements.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field with 150 credit hours
• 6+ years of progressively challenging Public Accounting experience
• CPA Licensure
• Solid track record of career achievements and work quality
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong working knowledge of all areas of the general ledger
• Strong knowledge of financial statement procedures and the ability to distinguish between material and immaterial items
• Strong knowledge of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards
• Ability to creatively solve problems, analyze client data and the ability to effectively delegate, supervise and review work of less experienced staff

Preferred

• Experience with merger and acquisition, due diligence, non-profit, SEC, or Yellow-Book
• Proficiency with accounting software programs (CaseWare, BNA Fixed Assets, Maconomy, CRM, People Planner, TValue, and Quickbooks a plus)
• Demonstrated ability and desire to bring new business to the Firm

The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Jenna at [e-mail].

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home