Assurance Manager - Raleigh

Smith and Howard

$80K — $110K *
Cary, NC 27513In-Person
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or master's degree in accounting, finance, or a related field
  • CPA license required
  • 5-12 years of public accounting experience preferred
  • Minimum of 2 years supervisory experience
  • Strong knowledge of GAAP and basic accounting procedures
  • Proficient in Microsoft Office Suite
  • Excellent written and verbal communication skills

Responsibilities

  • Plan and manage client engagements for timely completion
  • Supervise and mentor staff while reviewing workpapers
  • Communicate effectively with clients to address needs
  • Ensure team meets chargeable and realization goals
  • Delegate tasks appropriately to team members
  • Provide regular updates on project status to client service teams
  • Lead formal presentations to communicate key information

Benefits

  • Opportunities for professional development and mentorship
  • Supportive team environment fostering collaboration
  • Engagement in diverse and impactful projects
  • Focus on quality client service and personal attention
  • Possibility to take on leadership roles within teams
Full Job Description
Assurance Manager

In our Assurance Manager role, you be responsible for providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.

Essential Functions

  • Adhere to firm policy regarding client confidentiality.
  • Demonstrate professional interest in providing clients with quality services and personal attention by performing "above and beyond the call of duty" if necessary.
  • Meet chargeable hour goals.
  • Take leadership role with staff acting as a mentor and role model.
  • Coach and mentor others on how to anticipate, define, prioritize and solve problems.
  • Provide constructive feedback and encouragement to others.
  • Develop clear, understandable goals/priorities and persuasively communicates them to others.
  • Foster an environment for teamwork and collaboration.
  • Effectively explain information through formal presentations.


Client Service

  • Plan, organize and use time effectively.
  • Supervise timely completion of projects according to job budgets and imposed deadlines.
  • Keep client service team informed as to status of work.
  • Demonstrate professional interest in providing clients with quality services and personal attention by performing "above and beyond the call of duty" if necessary.
  • Meet realization goals.
  • Responsible for staff realization.
  • Identify client issues and client service responsibilities.
  • Supervise staff including workpaper review as directed by partner.
  • Assist other members of the firm to satisfy clients.
  • Effectively communicate with clients as required.
  • Know services that S&H provides and actively pursue with clients' potential needs for these services.
  • Gain client confidence through quality work and effective communication.
  • Coordinate services to clients as delegated.
  • Delegate as appropriate.
  • Communicate issues and solutions to clients.
  • Be main client contact for clients designated by partners.
  • Respond to client requests and complaints.
  • Coordinate client service fulfillment to other departments as necessary.
  • Initiate meeting with clients.


Position Requirements

  • Bachelor's or master's degree in accounting/finance or other relevant degree program
  • CPA license required
  • Five to twelve years of public accounting experience, preferred
  • Minimum two years previous supervisory experience
  • Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
  • Proficient in Microsoft Office applications
  • Ability to multi-task with excellent written and verbal communication skills
  • Must be able to meet assigned deadlines in a fast-paced, team environment


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