Hybrid Assurance Manager at Dean Dorton

Description

• Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines.  

• Review workpapers and financial statements, preparing assurance files and binders for assurance director review. 

• Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling). 

• Create and execute assurance plans, including designing of appropriate tests, identifying scope, and planning schedules for engagements using proper leveraging.  

• Obtain strong technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements.  

• Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines. 

• Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients. 

• Begin to specialize in specific industries or niches. 

• Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment. Be a champion for firm culture and core values.  

• Engage in research and technical discussions, seeking guidance when needed. 

• Build technical expertise, leadership skills, and/or client management capabilities. 

• Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients.  

• Utilize strong relationship management skills to build rapport with internal team members and external stakeholders.  

• Adhere to firm policies while completing firm administrative tasks such as scheduling, billing, and new client proposals. 

• Maintain compliance of assurance continuing education requirements (e.g., Yellow Book, EBP). 

• Meet productivity goals.    

• Participate in firm-sponsored events and activities. 

• Participate in team and firm non-charge activities of interest, such as:   

• Recruiting activities, including interviewing and evaluating candidates. 

• Evaluating and developing internal processes, procedures, and guidelines.   

• Contributing to the development of training materials and leading training sessions. 

• Joining an internal committee or initiative.   

• Serving as a career advisor to assurance team members, monitoring team member performance, providing feedback, and facilitating growth opportunities. 

• Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services. 

• Actively seeking out opportunities to participate in local community activities by volunteering or joining an external board/committee.  

• Bachelor’s degree required in accounting, finance, or related field.  

• Five to six years of experience in an assurance or accounting related role.  

• CPA licensure required.  

• Other certifications demonstrating specialization (e.g., Certified Internal Auditor) may be required.   

• Health insurance – medical, vision, dental
• Unlimited PTO
• Paid family leave, medical leave, and maternity/paternity leave programs.
• Retirement benefits – 401(K) match and best-in-class automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement
• Life insurance and disability insurance