Position Summary
The Assurance Manager has a leadership role involving numerous responsibilities and
competencies. As a leader on the assurance side, the Assurance Manager (AM) works closely with
the Partners/Principals to ensure our clients receive comprehensive high-quality assurance services.
The AM manages multiple engagements, ensuring the work done is complete, accurate, timely and
comprehensive. Utilizing excellent interpersonal and communication skills, the AM serves as a key
contact for clients and effectively deals with client concerns.
Other key responsibilities include:
- Assisting with the management and oversight of the assurance team, and the assurance
work being done. This includes:
o Scheduling for incoming work, meetings and filing requirements
o Following up with staff on the file progress
o Keeping everyone informed of the progress
o Ensuring tax, banking and other deadlines are met
o Monitoring time spent on files and billing additional work when appropriate
o Providing daily guidance, coaching and support to the assurance team as they
develop and grow their knowledge and skill levels.
o Sharing knowledge and best approaches with the team.
o Assisting with the CPA training process:
- Leading the interview process for co-op students and serving as a key contact
with university co-op offices
- Mentoring CPA co-op students including assistance with PERT and quarterly
mentor reviews
- Presenting financial statements, adjusting entries, SUDS, etc. in client meetings.
- Keeping up to date with budgets and new rules. Sharing important updates within firm and
sending communications to clients in a manner they would understand.
- Building client base alongside designated Partner/Principal.
o Willingly/appropriately leads by example.
o Garners trust and respect of Firm-wide team.
o Looks for feedback and responds well to feedback given.
o High Emotional Intelligence including self-awareness.
o Approachable. Creates a climate of open communication and trust at all levels.
o Accountable.
o Acts with integrity. Demonstrates grace and humility.
o Demonstrated sensitivity/empathy for colleagues and clients.
o Enhances the productivity and loyalty of all members of the team.
o Aligns the efforts of individuals and the team with the Firm's vision.
o Above average mentoring skills. Motivates, encourages and inspires.
o Resolves areas of dispute as they arise.
o Tolerance for stress - ability to respond accordingly under pressure and meet
deadlines and able to work on multiple files efficiently.
o Relationship builder who effectively manages a wide range of relationships.
After you apply, you may receive a call or message from our AI Talent Scout about this role or other opportunities that match your skills and preferences. AI agent role is to help speed up your hiring process by answering questions, confirming basic information, and identifying whether there's a mutual fit.
The call or chat may be recorded so that our recruiting team can review it - they make all final hiring decisions, while AI agent simply helps move you forward faster. The best part? They are available 24/7, so you can connect whenever it's convenient for you.
Aleron companies (Acara Solutions, Aleron Shared Resources, Broadleaf Results, Lume Strategies, TalentRise, Viaduct) are an Equal Opportunity Employer. Race/Color/Gender/Religion/National Origin/Disability/Veteran.
Applicants for this position must be legally authorized to work in the United States. This position does not meet the employment requirements for individuals with F-1 OPT STEM work authorization status.
