CohnReznick

Assurance Manager [Financial Services]

CohnReznick$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of public accounting experience
  • Bachelor's Degree and active CPA required
  • Proficient in Microsoft Office Suite
  • Familiarity with audit software like CaseWare or ProSystem FX
  • Excellent organizational and communication skills

Responsibilities

  • Serve as Engagement Manager for client accounts, overseeing planning and execution.
  • Develop detailed work plans with budgets and schedules; monitor project status and communicate updates.
  • Build and maintain professional relationships with clients through quality service.
  • Act as the primary contact for clients, ensuring they are informed about engagement progress.
  • Gain team respect by managing client relationships effectively and providing clear direction.
  • Prepare accurate and timely billing for services provided.

Benefits

  • Hybrid work model balanced between remote and in-office work.
  • Opportunities for professional growth and knowledge enhancement.
  • Diversity, equity, and inclusion focus in the workplace.
  • Experience with a wide variety of high-profile financial clients and alternative investment funds.
Full Job Description
Assurance Manager [Financial Services]

Opportunity ID

9420

Department

Assurance

Location(s)

Dallas

State

Texas

Function

Audit

Job Description

We currently have an exciting career opportunity for an Assurance Manager to join the Financial Services team in our Dallas office.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

YOUR TEAM.

As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.

You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions.

As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.

YOUR ROLE.

Responsibilities include but not limited to:
  • Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
  • Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments to CohnReznick management.
  • Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
  • Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
  • Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.
  • Prepare timely and accurate bills for professional services rendered.


YOUR EXPERIENCE.

The successful candidate will have:
  • 5+ years of work experience in another public accounting firm
  • Bachelor's Degree and active CPA required
  • Strong experience using Microsoft Office Suite
  • Knowledge of audit software such as CaseWare or ProSystem FX
  • Exceptional organizational and communication (verbal and written) skills

In addition, please take a moment to review our

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

#LI-KB2 #LI-Hybrid #GD

About CohnReznick

CohnReznick is an accounting, tax, and advisory firm that provides a wide range of services to clients in various industries. The company was founded in 1919 and has grown to become one of the largest accounting firms in the United States. CohnReznick has over 3,000 employees and serves clients in industries such as real estate, healthcare, and technology. The company is known for its expertise in audit, tax, and advisory services, and has a reputation for providing high-quality service to its clients.
Learn more about CohnReznick
Size
3,000 employees
Industry
Founded
1919

Similar Jobs

More Jobs at CohnReznick

More Finance & Insurance Jobs

Find similar Assurance Manager [Financial Services] jobs: