Manager, Assurance

Forvis Mazars, LLP; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

A financial services firm located in Wisconsin is seeking an experienced audit professional to lead integrated audits and manage client relationships. Candidates should have a Bachelor's degree in Accounting, a CPA license, and over 5 years of audit experience. Proficiency in Microsoft Office and experience with Caseware software are preferred. This role involves significant client interaction, mentorship, and potential travel.

Qualifications

• 5+ years of relevant audit experience.
• Current and valid CPA license.
• Flexibility to travel for client engagements.

Responsibilities

• Lead integrated audits in accordance with PCAOB standards.
• Evaluate internal controls over financial reporting.
• Manage audit planning and execution.

Skills

Leadership in audit execution

Understanding of GAAP

Client relationship management

Strong communication skills

Mentoring skills

Education

Bachelor's Degree in Accounting or related field

Master's Degree in related field

Tools

Microsoft Office Suite

Caseware software

Job description

The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.

What You Will Do

• Lead and execute integrated audits in accordance with PCAOB standards, including both financial statement and internal control audits
• Evaluate design and operating effectiveness of internal controls over financial reporting (ICFR)
• Collaborate with cross-functional teams including tax and IT audit specialists
• Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations
• Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
• Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
• Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies
• Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
• Support client growth and retention through strategic planning and business development
• Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities

Minimum Qualifications

• Bachelor's Degree in Accounting or related field
• 5+ years of relevant audit experience
• Current and valid CPA (Certified Public Accountant) license
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications

• Master's Degree in related field
• Experience with Caseware software for financial reporting and audit documentation
• Upstream or E&P experience
• PCAOB/ICFR or Integrated Audits experience
• Strong understanding of SOX 404, COSO framework, and PCAOB auditing standards