Assurance Manager [Financial Services Group]

CohnReznick; Miami (FL); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Generous PTO

Flexible work environment

Parental leave

Learning & development

Volunteer time off

Job summary

CohnReznick in Miami is seeking an Engagement Manager to lead financial services client accounts within a hybrid work model. You will plan engagements, manage budgets and schedules, and ensure timely client communications.

Strong client service and professional integrity are essential. The successful candidate will have 5+ years in public accounting, a CPA, and excellent organizational and communication skills, with proficiency in Microsoft Office and audit software such as CaseWare or ProSystem

Qualifications

• Bachelor’s Degree and active CPA required.
• Experience in a public accounting firm is essential.
• Strong organization and communication skills are required.

Responsibilities

• Serve as Engagement Manager on specific client accounts, including planning, execution, deliverables, and billing.
• Develop engagement work plans with budgets and schedules; monitor status and adjust as needed.
• Build professional client relationships and maintain high service quality.
• Be the primary client contact; keep client informed on progress and logistics.
• Lead the team with clear direction and timely communication.
• Prepare accurate bills for professional services rendered.

Skills

Microsoft Office Suite

Client relations

Communication skills

Education

Bachelor’s Degree

CPA active

Tools

CaseWare

ProSystem FX

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for an Assurance Manager to join the Financial Services team in our Miami office.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

YOUR TEAM.

As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.

You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions.

As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities Include But Not Limited To

• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments to CohnReznick management.
• Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
• Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
• Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.
• Prepare timely and accurate bills for professional services rendered.

Your Experience.

The successful candidate will have:

• 5+ years of work experience in another public accounting firm
• Bachelor’s Degree and active CPA required
• Strong experience using Microsoft Office Suite
• Knowledge of audit software such as CaseWare or ProSystem FX
• Exceptional organizational and communication (verbal and written) skills

In addition, please take a moment to review our

Universal Job Standards

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see

Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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