Assurance Manager: Lead Engagements & Client Relationships

Dean Dorton; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid family leave

401(K) match

Telemedicine

Life insurance

Job summary

Dean Dorton, a leading advisory firm in the United States, seeks an Assurance Manager to oversee engagements from start to finish, manage client relationships, and lead internal teams to deliver high-quality, timely assurances. This role emphasizes technical accounting knowledge, risk assessment, and cross-functional collaboration.

The position requires a CPA and 5–6 years of experience in assurance or accounting, with opportunities for professional development and firm-wide involvement.

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.
• Engage in research and technical discussions, seeking guidance when needed.
• Build technical expertise, leadership skills, and/or client management capabilities.
• Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients.
• Utilize strong relationship management skills to build rapport with internal team members and external stakeholders.
• Adhere to firm policies while completing firm administrative tasks such as scheduling, billing, and new client proposals.
• Maintain compliance of assurance continuing education requirements (e.g., Yellow Book, EBP).
• Meet productivity goals.
• Participate in firm-sponsored events and activities.
• Participate in team and firm non-charge activities of interest, such as recruiting activities, evaluating and developing internal processes, and leading training sessions.
• Joining an internal committee or initiative.
• Serving as a career advisor to assurance team members, monitoring team member performance, providing feedback, and facilitating growth opportunities.
• Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm’s services.
• Actively seeking out opportunities to participate in local community activities by volunteering or joining an external board/committee.

Education

Bachelor’s degree in accounting/finance

Five to six years of experience in assurance or accounting

CPA licensure

Certified Internal Auditor or similar

Job description

Dean Dorton, a leading advisory firm in the United States, seeks an Assurance Manager to oversee engagements from start to finish, manage client relationships, and lead internal teams to deliver high-quality, timely assurances. This role emphasizes technical accounting knowledge, risk assessment, and cross-functional collaboration.

The position requires a CPA and 5–6 years of experience in assurance or accounting, with opportunities for professional development and firm-wide involvement.