Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings.
Responsibilities
Manage planning and execution of audit engagements, ensuring effective coordination and timely completion
Demonstrate understanding of GAAP for accurate financial reporting and compliance
Conduct in-depth research on complex accounting matters and communicate findings clearly
Review audit workpapers for accuracy and compliance, identifying risks and issues
Lead presentations for audit committees and board meetings with strategic insight
Drive client service excellence by fostering long-term relationships as a trusted advisor
Mentor and manage assurance professionals, providing coaching and performance feedback
Manage resources, budgets, and project workflows for timely delivery of client engagements
Maintain technical expertise through ongoing Continuing Professional Education (CPE)
Represent the firm at industry events to enhance brand visibility and cultivate business opportunities
Benefits
Opportunity for professional growth and development
Access to ongoing Continuing Professional Education (CPE)
Flexible travel opportunities for client engagements
Collaborative team environment
Engagement in high-profile client interactions and strategic planning
Full Job Description
General information
Name
Senior Manager, Assurance
Posting Title
Senior Manager, Assurance - Private Equity
Ref #
2237830
Date Published
Tuesday, November 3, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Audit/Assurance
Advertised Location
US-NC-Charlotte
Working time
Full Time
Description & Requirements
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:
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, while identifying risks and issues through thorough documentation and defensible support
Lead presentations for audit committees and board meetings with clarity, confidence, and strategic insight
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
7+ 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
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About Forvis
Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
