Assurance and Business Advisory Manager

Job Responsibility:

The Assurance and Business Advisory Manager is responsible for developing strong internal relationships between team members and Partners to ensure client projects are prepared and completed effectively and accurately. Strong organizational skills with the ability to successfully manage multiple priorities, engagements, and deadlines are inherent. They must be adaptable, flexible, and possess strong technical skills and multi-tasking skills to manage all these components while working on multiple engagements at the same time.

The Assurance and Business Advisory Manager is expected to lead by example and mentor staff accountants in regard to professional conduct, customer service and share technical knowledge. They manage small teams of employees to ensure that tasks are assigned, and workflow is efficient, and deadlines are being met.

As a certified, Great Place to Work®, our firm has a culture based on trust, transparency, innovation, and team spirit.

We offer an extremely competitive compensation package including a Health Spending Account, Group Benefits, a Paid Time Off Program, various bonus programs, a commission program, a Pathway to Partnership Program, opportunities for growth and development and so much more.

Detailed Responsibilities:

Assurance, Audit and Business Advisory:

• Manage projects for an assigned block of clients, including Compilation, Review, Audit, and all related corporate/personal tax filings.
• Participate in planning engagements, supervising engagements, and communicating results to a client.
• Maintain a professional relationship with clients and provide impeccable customer service skills.
• Ensure all major audit and accounting concerns are properly identified and resolved in a timely manner.
• Develop strong understanding of the business, financial and tax affairs of the clients.
• Deliver industry and technical expertise in audit and assurance through client interactions, reports, technical work, management presentations and the creation of high-quality deliverables.
• Manage project financials (budgets, WIPS, timely billing and collection and variance recognition).
• Think strategically about client needs by understanding their business and key risks.
• Identify ways to maximize the relationship with clients and deliver added value.
• Monitor project timelines against targets, adjust where necessary; advise partners of project status and seek clarification on discrepancies where applicable.
• Collaborate with team members prior to commencement of client work to discuss roles and responsibilities, risk areas, materiality, and deadlines.
• Plan timing of work to ensure profitability, prepare an hourly and fee budget, schedule staff requirements and monitor progress from beginning to end of engagements.
• Maintain high quality control by reviewing work done from other team members for accuracy and completeness; provide feedback to team members.
• Leverage team appropriately to ensure proper documentation is prepared for the client and procedures relating to the file are followed accordingly.
• Review file issues with staff, ensuring staff fully understand the issue and how it needs to be resolved and cleared.
• Ensure that files are complete and accurate in all respects prior to submitting to partner for review.
• Contribute to the development of new ideas and approaches to improve work processes.
• Liaise and correspond professionally with clients, colleagues, and the firm leadership team.
• Provides clients with a wide array of services including the preparation of financial statements, financial projections, managing on-site audits, and assisting clients with financial reporting to lenders.
• Liaise with the client to coordinate any requirements for engagement preparation and maintain regular contact throughout the year.
• Ensure all firm policies and standards are maintained and that accounting, and audit standards are met.
• Ensure all major audit and accounting concerns are properly identified and addressed in a timely and efficient manner.
• Collaborate with the assurance and tax team to discuss roles and responsibilities, risk areas, materiality, and deadlines.

Tax:

• Ensure tax provisions on all files are optimized after considering all corporate and personal matters.
• Identify and recommend corporate reorganizations when advantageous for tax purposes.

Management:

• Actively manage staff performance and development goals on an ongoing basis.
• Develop, coach, and train team members towards professional and personal development.
• Provide staff with instructions, and maintain an open line of communication, to ensure that the staff have the appropriate information and knowledge to properly complete work assigned to them.
• Takes responsibility for one's own and team members' performance by setting clear goals and tracking progress against those goals, addresses performance issues, is highly organized and uses personal judgement and decision making.

We welcome and encourage applications from all qualified applicants. Accommodations for persons with disabilities required during the recruitment process are available upon request.

Thank you in advance for your interest.

Only those candidates selected for interviews will be contacted.