Assurance Manager, CPA

Wertz & Associates; Town of Brookfield (WI); Hybrid; USD 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Annual bonus

Profit sharing

Hybrid schedule

Summer Fridays

Lifestyle Spending Account

Healthcare options

Retirement plans

Paid time off

Leadership development

Mentorship

Great Place to Work culture

Zusammenfassung

Wertz & Associates in Brookfield, Wisconsin, is seeking an experienced Assurance Manager to lead complex engagements, develop high-performing teams, and strengthen client relationships within a growing Assurance practice. You will navigate financial reporting, risk management, and advisory matters while mentoring staff and partnering with firm leadership.

This senior role combines technical expertise with leadership, mentoring, and career progression, with hybrid work, competitive compensation,

Qualifikationen

• 5+ years of public accounting audit and assurance experience.
• Strong knowledge of GAAP, GAAS, and financial reporting requirements.
• Excellent communication and leadership skills.
• Strong project management and organizational abilities.
• Experience managing engagements and client relationships.

Aufgaben

• Lead audit and assurance engagements from planning through completion.
• Manage engagement budgets, staffing, timelines, and deliverables.
• Review financial statements, workpapers, and engagement documentation.
• Ensure compliance with professional standards and firm quality requirements.
• Monitor engagement profitability and operational efficiency.
• Build and maintain strong client relationships.
• Serve as a trusted resource for business owners and management teams.
• Advise clients on accounting, reporting, and operational matters.
• Communicate engagement findings and improvement recommendations.
• Deliver exceptional client service throughout the year.
• Mentor, coach, and develop assurance staff and supervisors.
• Provide performance feedback and career guidance.
• Assist with recruiting, retention, and staff development initiatives.
• Foster a collaborative and high-performing team environment.
• Help build the next generation of firm leaders.
• Evaluate internal controls and reporting processes.
• Identify risks and opportunities for improvement.
• Assist clients with complex accounting and reporting issues.
• Support implementation of best practices for financial management.
• Provide practical recommendations that improve operations and reporting accuracy.
• Support firm growth initiatives and strategic priorities.
• Participate in professional organizations and community events.
• Assist with client retention and business development efforts.
• Strengthen the firm's presence in the marketplace.
• Contribute to thought leadership and training initiatives.

Kenntnisse

Leadership

Client relationships

Project management

Communication

Ausbildung

Bachelor's Degree in Accounting or related field

CPA license

Jobbeschreibung

Assurance Manager, CPA

Audit & Assurance Leadership | Client Advisory | Team Development | Great Place to Work®

Compensation: $120,000–$160,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, Wisconsin (Hybrid)

Schedule: Flexible Hybrid

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Assurance Manager to join its growing Assurance practice in Brookfield.

This is more than a traditional audit management role.

It's an opportunity to lead complex assurance engagements, develop high-performing teams, build trusted client relationships, and play a key role in the continued growth of a highly respected professional services firm. You'll work closely with firm leadership while helping clients navigate financial reporting, compliance, risk management, and business challenges.

If you're looking for a leadership opportunity that combines technical expertise, client advisory responsibilities, mentoring, and long-term career advancement, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $120,000–$160,000 base salary
• Annual performance bonus opportunities
• Profit-sharing program
• Hybrid work flexibility
• Summer Fridays off
• Lifestyle Spending Account
• Multiple healthcare plan options
• Leadership role within a growing assurance practice
• Strong mentorship and professional development programs
• Direct access to firm leadership
• Clear path toward Senior Manager and Principal-level opportunities
• Great Place to Work® certified culture

Exceptional candidates with specialized industry expertise, nonprofit experience, employee benefit plan experience, or strong business development capabilities may be considered above the posted compensation range.

About the Firm

Our client is a premier accounting, consulting, and advisory firm serving businesses, nonprofit organizations, entrepreneurs, and closely held companies throughout Wisconsin and beyond.

The firm provides a full range of services including:

• Audit & Assurance
• Tax Planning & Compliance
• Business Consulting
• Client Accounting Services
• Wealth Advisory
• Strategic Advisory Services

The organization has built a strong reputation for technical excellence, client service, and creating meaningful career opportunities for accounting professionals.

The Opportunity

As an Assurance Manager, you'll serve as a trusted advisor to clients while leading engagement teams and helping drive the continued success of the Assurance practice.

You'll gain substantial exposure to:

• Financial Statement Audits
• Reviews & Compilations
• Internal Controls Assessments
• Risk Evaluation & Advisory
• Financial Reporting
• Client Relationship Management
• Staff Development & Mentorship
• Practice Growth Initiatives
• Leadership Development

This role offers an ideal combination of technical assurance work, leadership responsibilities, and client-facing advisory services.

Key Responsibilities

Assurance Engagement Leadership

• Lead audit and assurance engagements from planning through completion
• Manage engagement budgets, staffing, timelines, and deliverables
• Review financial statements, workpapers, and engagement documentation
• Ensure compliance with professional standards and firm quality requirements
• Monitor engagement profitability and operational efficiency

Client Advisory & Relationship Management

• Build and maintain strong client relationships
• Serve as a trusted resource for business owners and management teams
• Advise clients on accounting, reporting, and operational matters
• Communicate engagement findings and improvement recommendations
• Deliver exceptional client service throughout the year

Leadership & Team Development

• Mentor, coach, and develop assurance staff and supervisors
• Provide performance feedback and career guidance
• Assist with recruiting, retention, and staff development initiatives
• Foster a collaborative and high-performing team environment
• Help build the next generation of firm leaders

Risk Assessment & Financial Reporting

• Evaluate internal controls and reporting processes
• Identify risks and opportunities for improvement
• Assist clients with complex accounting and reporting issues
• Support implementation of best practices for financial management
• Provide practical recommendations that improve operations and reporting accuracy

Practice Growth & Community Involvement

• Support firm growth initiatives and strategic priorities
• Participate in professional organizations and community events
• Assist with client retention and business development efforts
• Strengthen the firm's presence in the marketplace
• Contribute to thought leadership and training initiatives

Qualifications

Required

• Active CPA license
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting audit and assurance experience
• Experience managing engagements and client relationships
• Strong knowledge of GAAP, GAAS, and financial reporting requirements
• Excellent communication and leadership skills
• Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys leading and developing people
• Wants meaningful influence within a growing firm
• Builds strong client relationships naturally
• Takes pride in delivering exceptional client service
• Enjoys solving complex accounting challenges
• Values professional development and continuous learning
• Seeks a long-term leadership career in public accounting

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Comprehensive healthcare options
• Retirement savings programs
• Paid time off and holidays
• Summer Fridays off
• Continuing education support
• Leadership development opportunities
• Mentorship and career coaching
• Great Place to Work® culture

What Makes This Opportunity Different?

Many Assurance Manager roles focus solely on engagement oversight.

This opportunity offers the ability to become a true leader within the firm.

You'll help shape client relationships, mentor future leaders, contribute to strategic initiatives, and play a visible role in the continued growth of a highly respected advisory practice. The firm's culture emphasizes professional growth, collaboration, flexibility, and long-term success, creating an environment where talented professionals can thrive.

About Our Client

Our client is a growing professional services firm recognized for exceptional client service, strong employee development programs, and an award-winning workplace culture. Through investment in its people, technology, and client relationships, the firm has become a destination employer for professionals seeking challenging work, advancement opportunities, and meaningful impact.

Employees benefit from leadership accessibility, sophisticated client engagements, ongoing professional development, and a culture that genuinely values both career achievement and personal well-being.

If you're an Audit Supervisor, Audit Manager, or Assurance professional seeking greater leadership responsibility, sophisticated client work, and a clear path toward senior leadership, we'd love to speak with you confidentially.