Assurance Manager, Private Client Services
Core
Lead audit, review, and compilation engagements for private clients, managing teams and ensuring high-quality financial reporting and tax compliance.
Role type
Senior IC assurance manager (audit)
Builds
Audit reports, review opinions, compiled financial statements, and tax compliance filings
Domain
Professional services / Accounting / Private Client Services
Required skills
Financial reporting, audit procedures, auditing standards (GAAP, CAS), team leadership, project management, risk assessment, client relationship management, business judgment, regulatory compliance
Preferred skills
Industry training facilitation, business development, profitability management, career development coaching
Technologies
Standard office equipment
Responsibilities
Coordinate audit, review, and compilation engagements; assess risk and design procedures; manage multiple engagement teams and monitor work product; maintain client contact to understand business developments; develop staff through training and coaching; manage project profitability; communicate accounting matters to senior leadership
Seniority
Senior, hands-on IC
