Assurance Manager – Tax & Advisory Focus

This is a fully remote position, open to applicants in Texas.

📋 Description

• Lead audits of financial statements, reviews, compilations, preparation engagements, and various financial reporting projects from initiation to completion.

• Take ownership of engagement quality, execution, deadlines, and client communication.

• Assess financial statements, disclosures, workpapers, and supporting documentation.

• Ensure adherence to GAAS, SSARS, U.S. GAAP, and professional standards.

• Identify, investigate, and resolve accounting and financial reporting issues.

• Convey significant accounting, internal control, and financial reporting concerns to clients and team members.

• Enhance assurance methodology and quality-control procedures.

• Review federal and state income tax returns when necessary and prepare complex returns as needed.

• Recognize tax issues and planning prospects arising from assurance and accounting engagements.

• Collaborate with tax professionals on intricate tax matters.

• Act as the primary relationship manager for assigned assurance clients.

• Develop a thorough understanding of clients’ businesses, ownership structures, reporting requirements, and objectives.

• Set engagement expectations, timelines, responsibilities, deliverables, and deadlines.

• Organize and oversee multiple engagements, including budgets, staffing, workflows, billing, and collections.

• Track engagement progress and evaluate staff performance.

• Guide, coach, mentor, and cultivate assurance professionals.

• Participate in recruiting, interviewing, training, and professional development initiatives.

• Optimize engagement planning, documentation, review processes, templates, workflows, and technology.

• Discover opportunities for expanded assurance, advisory, and cross-service offerings.

• Contribute to recruiting, team development, practice growth, and strategic firm initiatives.

⛳️ Requirements

• Active CPA license required.

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent qualifications necessary for CPA licensure.

• Minimum of 6 years of recent public accounting experience, with considerable expertise in assurance.

• Proven experience managing financial statement audits, reviews, and compilations.

• In-depth knowledge of U.S. GAAP, GAAS, and SSARS.

• Experience evaluating financial statements and related workpapers.

• Capability to research and resolve accounting and financial reporting issues.

• Experience in supervising and developing professional staff.

• Proven ability to manage client relationships and multiple concurrent engagements.

• Working knowledge of federal and state business and personal income taxation.

• Exceptional written and verbal communication skills.

• Ability to convey technical accounting concepts in clear, practical business language.

• Strong organizational and project management capabilities.

• Reliable high-speed internet connection.

• Dedicated professional workspace.

• Dual monitors are required.

• Professional, camera-ready workspace for client and team meetings.

• Willingness to travel occasionally for client meetings, training, or firm events.

• Availability during regular Central Time business hours.

• Reasonable schedule flexibility to accommodate clients and team members in Pacific and Eastern Time Zones.

• Preferred: Current or recent experience as a public accounting Manager.

• Preferred: Experience in reviewing business and individual tax returns.

• Preferred: Experience with agreed-upon procedures, internal control assessments, or other special assurance engagements.

• Preferred: Experience in enhancing assurance processes, methodologies, or engagement workflows.

• Preferred: Involvement in recruiting, training, or practice development.

• Preferred: Experience working across various service areas within a public accounting firm.

• Preferred: Familiarity with CCH Axcess or similar professional accounting and tax technology.

🏝️ Benefits

• Performance-based annual bonus opportunity.

• Medical, dental, and vision insurance coverage.

• Company-paid life insurance.

• 401(k) retirement plan with company matching.

• Paid Time Off and observed holidays.

• Company-issued laptop and technology resources.

• Reimbursement for CPA licensing and professional memberships.

• Support for Continuing Professional Education.

• Leadership development and mentoring opportunities.

• Paths for professional advancement.

• Collaborative, team-oriented work culture.

• Direct interaction with firm leadership.

• Fully remote work arrangement.

• Occasional travel for client meetings, training, or firm events.