Assurance Supervisor

Wertz & Associates; Town of Brookfield (WI); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Hybrid work flexibility

Summer Fridays off

Lifestyle Spending Account

Great Place to Work culture

Comprehensive health insurance options

Job summary

Wertz & Associates in Brookfield, Wisconsin is seeking an experienced Assurance Supervisor (CPA) to lead audit engagements and mentor staff. You will partner with managers and directors to deliver high-quality services across diverse industries while shaping client relationships and engagement strategy.

Offering hybrid flexibility and strong investment in employee growth, the firm emphasizes leadership development, ongoing training, and clear career progression toward Assurance Manager.

Qualifications

• Bachelor's Degree in Accounting or related field.
• 3+ years of public accounting audit experience.
• Experience leading or supervising engagements.
• Strong technical accounting and auditing knowledge.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Commitment to exceptional client service.

Responsibilities

• Lead and manage audit and assurance engagements from planning through completion.
• Review workpapers, financial statements, and engagement deliverables.
• Coordinate fieldwork, engagement timelines, and team assignments.
• Ensure compliance with professional standards and firm quality expectations.
• Monitor engagement budgets and project efficiency.
• Build and maintain strong client relationships.
• Mentor, coach, and develop staff accountants and seniors.
• Identify accounting and advisory opportunities to add client value.

Skills

Leadership

Communication

Project management

Client service

Education

Bachelor's Degree in Accounting

Job description

Assurance Supervisor, CPA

Audit & Assurance Leadership | Hybrid Flexibility | Great Place to Work | Career Growth

Compensation: $95,000–$125,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, Wisconsin (Hybrid)

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

This is more than a traditional audit role.

It's an opportunity to lead client engagements, mentor developing professionals, strengthen client relationships, and continue building your leadership skills within a firm that is heavily invested in employee growth, flexibility, and long-term career development.

As an Assurance Supervisor, you'll work closely with managers, directors, and firm leadership while managing a diverse portfolio of audit and assurance engagements across a variety of industries. You'll have meaningful input into engagement strategy, staff development, and client service delivery while positioning yourself for continued advancement within a growing organization.

Why This Opportunity Stands Out

• $95,000–$125,000 base salary
• Annual performance bonus opportunities
• Profit-sharing program
• Hybrid work flexibility
• Summer Fridays off
• Lifestyle Spending Account
• Multiple healthcare plan options
• Leadership development opportunities
• Clear path toward Assurance Manager
• Great Place to Work certified organization
• Strong focus on employee development and mentoring
• Collaborative culture built around serving people better

Exceptional candidates with specialized industry expertise, employee benefit plan experience, nonprofit experience, or advanced technical assurance skills may be considered above the posted compensation range.

About the Firm

Our client is a highly respected accounting, tax, consulting, and advisory firm serving businesses, nonprofits, entrepreneurs, and organizations across a variety of industries.

The firm is known for:

• Audit & Assurance Services
• Tax Planning & Compliance
• Business Advisory Services
• Consulting Solutions
• Wealth & Financial Services
• Outsourced Accounting Services

Their mission centers around helping employees, clients, and communities thrive through exceptional service, collaboration, and continuous improvement.

The Opportunity

As an Assurance Supervisor, you'll take a leading role in managing audit engagements while serving as a coach and mentor to staff accountants and senior associates.

You’ll gain valuable experience in:

• Financial Statement Audits
• Reviews & Compilations
• Risk Assessment
• Internal Controls
• Financial Reporting
• Client Advisory Services
• Staff Development
• Engagement Management
• Team Leadership

This role provides an ideal combination of technical audit work, project management, client service, and leadership development.

Key Responsibilities

Audit & Assurance Engagement Leadership

• Lead and manage audit and assurance engagements from planning through completion
• Review workpapers, financial statements, and engagement deliverables
• Coordinate fieldwork, engagement timelines, and team assignments
• Ensure compliance with professional standards and firm quality expectations
• Monitor engagement budgets and project efficiency

Client Relationship Management

• Build and maintain strong client relationships
• Serve as a key point of contact throughout engagements
• Communicate findings, recommendations, and project updates
• Deliver exceptional client service and responsiveness
• Identify opportunities to provide additional value to clients

Leadership & Team Development

• Mentor, coach, and develop staff accountants and seniors
• Review work and provide meaningful feedback
• Assist with training and professional development initiatives
• Encourage collaboration and accountability across engagement teams
• Help develop future leaders within the assurance practice

Risk Assessment & Advisory

• Identify accounting and operational risks
• Evaluate internal controls and financial reporting processes
• Provide recommendations for process improvements
• Assist clients with accounting and compliance challenges
• Support advisory discussions that create long-term value

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting audit experience
• Experience leading or supervising engagements
• Strong technical accounting and auditing knowledge
• Excellent written and verbal communication skills
• Strong organizational and project management abilities
• Commitment to exceptional client service

Who Thrives Here?

The ideal candidate:

• Enjoys balancing technical work with leadership responsibilities
• Takes pride in mentoring developing professionals
• Builds strong client relationships naturally
• Wants meaningful influence on engagement success
• Values flexibility and work-life balance
• Enjoys continuous learning and professional growth
• Is interested in advancing into management and firm leadership roles

Benefits

• Competitive compensation package
• Annual bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Comprehensive health insurance options
• Retirement savings programs
• Paid time off and holidays
• Hybrid work flexibility
• Summer Fridays off
• Continuing education support
• Professional development opportunities
• Great Place to Work culture

What Makes This Opportunity Different?

Many Assurance Supervisor roles focus only on managing engagements.

This opportunity goes beyond that.

You’ll play an important role in developing future professionals, strengthening client relationships, and helping shape the continued growth of a firm that genuinely invests in its people. Leadership encourages career advancement, internal promotion, and ongoing professional development while maintaining a culture that values flexibility and personal well-being.

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 continuous investment in people, technology, and client relationships, the firm has established itself as one of Wisconsin's premier destinations for accounting professionals seeking both career advancement and work-life balance.

Employees benefit from leadership accessibility, mentorship opportunities, challenging client engagements, and a culture built on collaboration, respect, and long-term success.