Assurance Senior Associate

Wertz & Associates; Westlake (OH); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Performance-based bonus

Hybrid work schedule

CPA reimbursement

401(k) with company contribution

Paid holidays

Professional development and CE

Mentorship programs

Strong work-life balance

Advancement opportunities

Job summary

Wertz & Associates in Westlake, OH, seeks an Assurance Senior Associate to lead audit engagements, mentor staff, and deliver high-quality financial reporting services. The role combines client-facing responsibilities with engagement management and growth opportunities in a growing firm.

You will work with privately held and nonprofit clients across multiple industries, gaining experience in GAAP, financial reporting, and advisory services in a hybrid work environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field is required.
• CPA license or active CPA candidate preferred.
• 2–4 years of public accounting experience with audits, reviews, or compilations.

Responsibilities

• Assist clients with audits, reviews, compilations and financial reporting requirements.
• Plan and execute assurance engagements ensuring quality and compliance.
• Develop expertise in GAAP and various financial reporting frameworks.
• Mentor and develop junior staff and supervise engagements.

Skills

Communication skills

Analytical thinking

Team leadership

Client service

Education

Bachelor's degree in Accounting/Finance

CPA license or active CPA candidate

Tools

QuickBooks

Sage

SAP

Job description

Assurance Senior Associate

Audit & Assurance | Client Advisory | CPA Growth Opportunity | Hybrid Flexibility

Compensation: $75,000–$95,000 Base + Performance Bonus + Career Advancement

Location: Westlake, Ohio (Hybrid)

Our client, a highly respected and growing public accounting and advisory firm, is seeking an Assurance Senior Associate to join its expanding Audit & Assurance practice.

This is an excellent opportunity for a public accounting professional looking to take the next step toward leadership while gaining meaningful exposure to clients, engagement management, and increasingly complex accounting and assurance matters.

You’ll work directly with privately held businesses, nonprofit organizations, professional service firms, manufacturers, construction companies, and other growing organizations while developing your technical expertise, client advisory capabilities, and supervisory skills.

Why This Opportunity Stands Out

• $75,000–$95,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Strong mentorship and leadership development
• Diverse client exposure across multiple industries
• Meaningful client interaction and engagement ownership
• Direct access to firm leadership
• Collaborative, team-oriented culture
• Clear advancement path toward Supervisor and Manager-level roles

Exceptional candidates with advanced audit experience, CPA credentials, specialized industry expertise, or demonstrated leadership capabilities may be considered above the posted compensation range.

The Opportunity

As an Assurance Senior Associate, you'll play a key role in delivering high-quality audit, review, and compilation services while helping develop junior team members and serving as a trusted resource to clients.

You'll gain valuable experience managing engagements, reviewing work, identifying accounting issues, and helping clients navigate financial reporting requirements.

This role offers exposure to:

• Audit & Assurance Services
• Financial Reporting
• GAAP & Professional Standards
• Client Advisory Services
• Staff Development & Mentorship
• Career Advancement & Leadership Growth

Key Responsibilities

Audit & Assurance Engagements

• Assist clients with audits, reviews, compilations, and financial reporting requirements
• Plan and execute assurance engagements while ensuring quality and compliance
• Develop expertise in GAAP and various financial reporting frameworks
• Analyze financial information and identify accounting issues and opportunities
• Assist clients in improving financial processes and reporting accuracy

Client Service & Advisory

• Build and maintain strong client relationships through exceptional service
• Serve as a primary point of contact on assigned engagements
• Communicate accounting and financial reporting matters clearly and effectively
• Assist clients in addressing business and operational challenges

Leadership & Team Development

• Supervise audit, review, and compilation engagements
• Review work prepared by associates and provide constructive feedback
• Mentor and develop junior staff members
• Assist with training and onboarding efforts
• Promote a collaborative and high-performing team environment

Professional Development

• Stay current on evolving accounting and auditing standards
• Develop expertise in specialized industries and service offerings
• Participate in ongoing training and continuing education opportunities
• Build the skills necessary for advancement into future leadership positions

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required
• CPA license or active CPA candidate preferred
• 2–4 years of public accounting experience
• Experience with audit, review, and compilation engagements
• Strong understanding of accounting principles and financial reporting
• Experience with QuickBooks, Sage, SAP, or similar accounting software
• Excellent communication and client relationship skills
• Strong analytical and problem-solving abilities
• Commitment to professionalism and client service excellence

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with clients and solving problems
• Wants increased engagement ownership and leadership responsibility
• Takes pride in producing high-quality work
• Enjoys mentoring and developing others
• Has aspirations for future management opportunities
• Values collaboration, learning, and professional growth
• Appreciates a culture that supports both career success and work-life balance

Benefits

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement
• 401(k) with company contribution
• Paid holidays
• Professional development and continuing education
• Mentorship and career development programs
• Professional denim dress code
• Strong work-life balance culture
• Advancement opportunities within a growing firm

About Our Client

Our client is a well-established public accounting and advisory firm known for exceptional client service, technical expertise, and a commitment to employee development. Serving privately held businesses, nonprofit organizations, professional service firms, manufacturers, construction companies, and other growing organizations, the firm provides audit, accounting, tax, consulting, valuation, and advisory services designed to help clients achieve long-term success.

The organization has built a culture centered around collaboration, mentorship, professional growth, and personal well-being. As the firm continues to grow, they are seeking professionals who want challenging work, meaningful client relationships, strong leadership development, and long-term career opportunities.