Assurance Manager: Lead Audits & Client Relationships

Dean Dorton; Olde West Chester (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid family leave

401(K) match and profit sharing

Telemedicine

Life and disability insurance

Job summary

Dean Dorton is seeking an Assurance Services Manager in Ohio to oversee engagements from start to finish, manage client relationships, and lead internal teams to ensure high-quality, timely deliverables.

You will guide engagement teams, provide technical guidance, and contribute to assurance initiatives while staying current with industry changes. CPA licensure and several years of related experience are required.

Qualifications

• Bachelor’s degree required in accounting, finance, or related field.
• Five to six years of experience in an assurance or accounting related role.
• CPA licensure required.
• Other certifications demonstrating specialization (e.g., Certified Internal Auditor) may be required.

Responsibilities

• Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines.
• Review workpapers and financial statements, preparing assurance files and binders for assurance director review.
• Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling).
• Create and execute assurance plans, including designing of appropriate tests, identifying scope, and planning schedules for engagements using proper leveraging.
• Obtain strong technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements.
• Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines.
• Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients.
• Begin to specialize in specific industries or niches.
• Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment. Be a champion for firm culture and core values.

Education

Bachelor’s degree in accounting, finance, or related field

CPA licensure

Other certifications demonstrating specialization (e.g., Certified Internal Auditor)

Job description

Dean Dorton is seeking an Assurance Services Manager in Ohio to oversee engagements from start to finish, manage client relationships, and lead internal teams to ensure high-quality, timely deliverables.

You will guide engagement teams, provide technical guidance, and contribute to assurance initiatives while staying current with industry changes. CPA licensure and several years of related experience are required.