AUDIT MANAGER - DALLAS - $130K - $140K + 10% - HYBRID

Optimize Search Group; United States; Hybrid; USD 135,000 - 140,000; Full time

Job summary

Optimize Search Group is seeking an experienced Audit Manager to lead multiple assurance engagements and serve as the primary client and internal liaison. This role blends technical accounting, project oversight, staff development, and business acumen.

The ideal candidate will manage several engagements, guide audit teams, review complex work, and build long-term client relationships while staying current on GAAP, GAAS, SAS, and other standards.

Qualifications

• Bachelor’s or Master’s degree in Accounting or related field.
• Active CPA license required.
• 5–7 years of progressive public accounting experience with audit leadership responsibilities.
• Strong working knowledge of GAAP, GAAS and professional standards.
• Experience supervising staff and developing client relationships.

Responsibilities

• Lead audit engagements from planning through delivery and ensure timely reporting.
• Manage timelines, budgets, staffing, and engagement profitability.
• Review financial statements, workpapers and governance letters for accuracy.
• Stay current on GAAP, GAAS, SAS and regulatory developments affecting audits.
• Supervise staff and provide ongoing coaching and feedback.
• Support business development and maintain client relationships throughout the year.

Skills

Leadership

Client relations

Project management

Communication

Education

Bachelor’s or Master’s degree in Accounting

Tools

Microsoft Excel

CCH Engagement

RIA Checkpoint

Job description

Very reputable and highly ranked regionally professional services company who has won "Best Places to Work" several times - is looking for a Audit Manager for an immediate need. This is an incredible opportunity to work with a wonderful group, room for growth and fantastic culture!

Highlights:

• Salary - $135,000 - $140,000 + Bonus
• 6+ years of experience
• HYBRID - 1-2 days in office

Targeting an experienced Audit Manager to lead multiple assurance engagements while serving as a key point of contact for both clients and internal leadership. This role combines technical accounting expertise, project management, staff development, client service, and business development.

The ideal candidate will be comfortable managing several engagements at once, providing hands-on guidance to audit teams, reviewing complex work, and building long-term relationships with clients.

Primary Responsibilities

• Lead audit, attestation, and agreed-upon procedures engagements from initial planning through final delivery.
• Manage engagement timelines, budgets, staffing, and overall execution.
• Review financial statements, workpapers, management letters, and supporting documentation for accuracy and compliance with professional standards.
• Ensure financial reporting is prepared in accordance with GAAP and applicable auditing standards.
• Review engagement documentation and client communications prior to final approval.
• Oversee preparation and review of related tax returns when applicable.
• Monitor engagement profitability, prepare client billing, communicate fees, and assist with collection of outstanding balances.
• Maintain consistent communication with clients throughout the year and develop a strong understanding of their business, operations, and financial environment.
• Identify potential accounting, reporting, or operational issues and work with partners and clients to develop practical solutions.
• Provide regular updates to firm leadership regarding engagement status, client concerns, and significant findings.
• Perform and oversee technical accounting and audit research involving complex or judgment-heavy matters.
• Stay current on changes to GAAP, GAAS, SAS guidance, and other regulatory developments affecting clients.
• Help ensure new accounting and auditing standards are implemented appropriately across engagements.
• Supervise audit staff throughout the engagement process.
• Review workpapers, internal control documentation, testing procedures, and reports prepared by team members.
• Provide ongoing coaching and technical guidance to staff.
• Deliver timely performance feedback and participate in employee development discussions.
• Help match staff assignments with experience level, workload, and development needs.
• Monitor staff hours, productivity, and engagement budgets.
• Support the continued development of a strong and technically capable audit team.

Qualifications

• Bachelor’s or Master’s degree in Accounting or a related discipline.
• Active CPA license required.
• Approximately 5–7 years of progressive public accounting experience, including responsibility for managing audit engagements, or comparable audit-focused industry experience.
• Strong working knowledge of GAAP, GAAS, and professional auditing standards.
• Experience managing multiple clients and engagements simultaneously.
• Strong written and verbal communication skills.
• Ability to effectively supervise, mentor, and develop staff.
• Demonstrated client relationship and project management skills.
• Experience contributing to business development and professional networking efforts.
• Proficiency with Microsoft Excel and common audit/accounting platforms.
• Experience with CCH Engagement, RIA Checkpoint, or similar systems is a plus.