Senior Assurance Manager: Lead Client Engagements

Dean Dorton; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid family leave

401(K) match

Telemedicine

Mental health resources

Life insurance

Disability insurance

Job summary

Dean Dorton in Indianapolis is seeking an Assurance Manager to oversee engagements from start to finish, manage client relationships, and lead engagement teams to ensure quality and timely deliverables.

You will provide technical guidance on accounting principles, stay current with industry updates, mentor staff, and contribute to firm initiatives while supporting business development. This full-time role offers growth opportunities within a collaborative culture.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Five to six years of experience in an assurance or accounting related role.
• CPA licensure required.
• Other certifications demonstrating specialization may be required.

Responsibilities

• Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines.
• Review workpapers and financial statements, preparing assurance files and binders for assurance director review.
• Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services.
• Create and execute assurance plans, including designing of appropriate tests, identifying scope, and planning schedules for engagements using proper leveraging.
• Obtain strong technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements.
• Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines.
• Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients.
• Begin to specialize in specific industries or niches.
• Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment.
• Engage in research and technical discussions, seeking guidance when needed.
• Build technical expertise, leadership skills, and/or client management capabilities.
• Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients.
• Utilize strong relationship management skills to build rapport with internal team members and external stakeholders.
• Adhere to firm policies while completing firm administrative tasks such as scheduling, billing, and new client proposals.
• Maintain compliance of assurance continuing education requirements.
• Meet productivity goals.
• Participate in firm-sponsored events and activities.
• Recruiting activities, including interviewing and evaluating candidates.
• Evaluating and developing internal processes, procedures, and guidelines.
• Contributing to the development of training materials and leading training sessions.
• Joining an internal committee or initiative.
• Serving as a career advisor to assurance team members, monitoring team member performance, providing feedback, and facilitating growth opportunities.
• Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
• Actively seeking out opportunities to participate in local community activities by volunteering or joining an external board/committee.

Skills

Leadership

Client management

Budgeting

Communication

Mentoring

Education

Bachelor's degree in accounting/finance

CPA licensure

Other certifications (e.g., CIA)

Job description

Dean Dorton in Indianapolis is seeking an Assurance Manager to oversee engagements from start to finish, manage client relationships, and lead engagement teams to ensure quality and timely deliverables.

You will provide technical guidance on accounting principles, stay current with industry updates, mentor staff, and contribute to firm initiatives while supporting business development. This full-time role offers growth opportunities within a collaborative culture.