Audit Manager, CPA

Wertz & Associates; Hamilton (OH); On-site; USD 97,000 - 114,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Generous PTO

Comprehensive benefits (healthcare, 退休

Retirement programs

Job summary

Wertz & Associates, a respected employee-owned CPA and advisory firm in Hamilton, OH, is seeking an Audit Manager to lead complex assurance engagements and act as a strategic advisor to clients. This on-site role offers ESOP ownership potential, meaningful client relationships, and opportunities to mentor future leaders.

As a key leader within the Assurance practice, you will oversee audits, drive advisory services, and contribute to the firm’s growth while benefiting from a collaborative

Qualifications

• Active CPA license or equivalent CPA credential.
• 5–10 years of public accounting experience with an audit focus.
• Experience managing complex audit engagements.
• Strong knowledge of GAAP, GAAS, and financial reporting requirements.
• Proven leadership and staff development experience.
• Excellent communication and relationship-building skills.

Responsibilities

• Oversee multiple audit and assurance engagements simultaneously.
• Ensure engagement quality, timeliness, and profitability.
• Review financial statements, disclosures, and engagement documentation.
• Manage budgets, staffing, timelines, and delivery expectations.
• Maintain compliance with professional standards and firm quality requirements.
• Lead, mentor, and develop audit professionals and staff.

Skills

Active CPA license

5–10 years public accounting

Audit engagements management

GAAP/GAAS knowledge

Leadership and staff development

Strong communication & relationships

Job description

Audit Manager, CPA

Assurance Leadership | Client Advisory | Employee Ownership | Executive Client Exposure

Compensation: $97,000–$114,000 Base + ESOP Ownership Benefits + Leadership Growth Opportunity

Location: Hamilton, OH
Schedule: On-Site

Our client, a highly respected and award-winning employee-owned CPA and advisory firm, is seeking an experienced Audit Manager to join its growing Assurance practice.

This is more than a traditional audit management role.

It's an opportunity to become a strategic advisor to business owners, executive leadership teams, nonprofit organizations, and growing companies while leading complex assurance engagements, mentoring future leaders, and helping shape the future of an employee-owned firm where your contributions directly impact your success.

As a 100% employee-owned organization, every team member has a vested interest in the firm's long-term growth and profitability. Professionals enjoy meaningful client relationships, leadership opportunities, year-round advisory work, and a collaborative culture focused on professional development and work-life balance.

If you're looking for a leadership opportunity that combines technical expertise, advisory services, team development, and ownership potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $97,000–$114,000 base salary
• 100% Employee-Owned (ESOP)
• Opportunity to build long-term ownership value
• Direct exposure to business owners and executive leadership teams
• Significant client advisory responsibilities
• Diverse client portfolio including nonprofits and closely held businesses
• Leadership role within a growing assurance practice
• Flexible scheduling options
• Generous PTO package
• Comprehensive healthcare and retirement benefits
• Strong career development and advancement opportunities
• Award-winning workplace culture

Exceptional candidates with significant nonprofit experience, industry specialization, business development expertise, or advanced leadership experience may be considered above the posted compensation range.

About the Firm

Our client is an award-winning public accounting and advisory firm serving small and mid-sized businesses, nonprofit organizations, and entrepreneurs across a wide range of industries.

The firm provides:

• Audit & Assurance Services
• Advisory & Consulting Services
• Tax Planning & Compliance
• Financial Reporting Assistance
• Risk Management Consulting
• Business Growth Advisory

Unlike many firms that focus heavily on seasonal work, professionals enjoy ongoing advisory relationships that allow them to become trusted business partners to their clients throughout the year.

The Opportunity

As an Audit Manager, you'll serve as a key leader within the Assurance practice, overseeing complex engagements while acting as a strategic advisor to clients.

You'll gain meaningful exposure to:

• Financial Statement Audits
• Nonprofit Audits
• Closely Held Business Audits
• Internal Controls & Risk Assessments
• Operational Improvement Initiatives
• KPI Development & Benchmarking
• Business Advisory Services
• Client Relationship Management
• Team Leadership & Development

This role blends technical accounting expertise, business consulting, leadership, and client strategy.

Key Responsibilities

Assurance Engagement Leadership

• Oversee multiple audit and assurance engagements simultaneously
• Ensure engagement quality, timeliness, and profitability
• Review financial statements, disclosures, and engagement documentation
• Manage budgets, staffing, timelines, and delivery expectations
• Maintain compliance with professional standards and firm quality requirements

Client Advisory Services

• Serve as a trusted advisor to business owners and executive leadership teams
• Deliver recommendations related to operational improvements and risk management
• Assist clients with KPI development and performance measurement initiatives
• Identify business challenges and provide strategic insights
• Help clients make informed financial and operational decisions

Relationship Management

• Build long-term client relationships based on trust and responsiveness
• Serve as a primary point of contact for client engagements
• Strengthen existing relationships while identifying opportunities to expand services
• Deliver exceptional year-round client support and advisory guidance

Leadership & Team Development

• Lead, mentor, and develop audit professionals
• Conduct performance reviews and provide career coaching
• Support recruiting, onboarding, and retention efforts
• Foster a collaborative and high-performing team environment
• Help develop future leaders within the firm

Practice Growth & Innovation

• Support growth initiatives and business development efforts
• Drive efficiency improvements within audit processes
• Promote technology adoption and innovation
• Assist with strategic planning initiatives across the assurance practice

Qualifications

Required

• Active CPA license
• 5–10 years of public accounting experience with an audit focus
• Experience managing complex audit engagements
• Strong knowledge of GAAP, GAAS, and financial reporting requirements
• Experience serving business and nonprofit clients
• Proven leadership and staff development experience
• Excellent communication and relationship-building skills

Who Thrives Here?

The ideal candidate:

• Enjoys acting as a strategic advisor rather than solely an auditor
• Builds strong relationships with business owners and executives
• Wants meaningful leadership responsibilities
• Enjoys mentoring and developing others
• Has an entrepreneurial mindset
• Values collaboration and continuous learning
• Wants to directly share in the success of the organization through employee ownership

Benefits

• Employee Stock Ownership Plan (ESOP)
• Competitive compensation package
• Comprehensive medical, dental, and vision coverage
• Robust retirement programs
• Generous PTO
• Maternity and parental leave
• Flexible scheduling options
• Professional development and training programs
• Career coaching and mentorship
• Leadership development opportunities
• Award-winning workplace culture

What Makes This Opportunity Different?

Most Audit Manager opportunities offer leadership responsibilities.

Few offer ownership.

As an employee-owner, you'll have the opportunity to directly participate in the success you're helping create. Beyond traditional assurance services, you'll work closely with business leaders to provide operational insights, advisory services, and strategic recommendations that create meaningful impact for clients.

The combination of ownership, leadership development, executive-level client exposure, and a collaborative culture creates a unique opportunity for professionals seeking more than a traditional public accounting career path.

About Our Client

Our client is an award-winning, employee-owned CPA and advisory firm dedicated to helping businesses and nonprofit organizations succeed. Through a combination of exceptional client service, technical expertise, and a people-focused culture, the firm has established itself as a destination for professionals seeking meaningful client work, leadership opportunities, and long-term career growth.

Employees benefit from ownership participation, strong mentorship, executive-level client interaction, and the ability to help shape the future of the organization while building rewarding careers.

If you're an experienced Audit Manager seeking leadership opportunities, ownership potential, meaningful client relationships, and a firm where your success directly contributes to your future, we'd love to speak with you confidentially.