Audit & Assurance Manager | Financial Services

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

Assurance Managers are responsible for the overall coordination and management of engagements assigned to them while ensuring overall client satisfaction. They also contribute to YHB's business development, marketing strategies, and strategic initiatives. In addition to serving our clients, YHB Assurance Managers play a critical role in the development of up-and-coming YHB talent at the Associate and Supervisor level.

Areas of Accountability

Technical Expertise and Work Quality

• Possess a thorough understanding of technical issues and provide solutions for clients. Apply a practical understanding of technical knowledge as it relates to assigned engagements.
• Follow YHB guidance regarding secure use of hardware, software, and client information. Hold employees accountable for protecting YHB assets and information while out in the field.
• Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
• Share in the responsibility for keeping professionals informed on changes in standards, regulatory requirements, rules, and specialized industry laws and regulations.
• Build on engagement experience and target self-improvement activities to begin to develop broad-based business knowledge.
• Possess excellent communication skills in expressing opinions, teaching, coaching, and directing team members, working with clients, and documenting procedures.
• Plan, communicate, and supervise procedures based on engagement objectives.
• Address problems and propose solutions by applying strong analytical techniques.
• Identify the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and team members.
• Responsible for the timely completion of engagements, often working under pressure.
• Review workpapers prepared by the engagement team for accuracy, content, reasonable procedures, and supportable conclusions.
• Attain proficiency in using accounting research tools.
• Draft professional correspondence to clients on complex subject matters.
• Draft and review formal communications that contribute to the planning and completion of the Assurance engagement.
• Assign review comments to team members and verify review comments have been appropriately addressed.
• Coordinate engagement planning to improve quality and efficiency.
• Ensure complete preparation of current file and financial reporting requirements, if applicable to the engagement.

Client Management and Service

• Obtain necessary level of knowledge to be able to handle issues that may be outside of existing knowledge base or be able to identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise.
• Demonstrate good judgement by identifying potential issues and, as appropriate, elevate such matters to superiors early in the engagement process, along with recommended potential solutions for dealing with such issues. Ensure resolution of issues encountered during engagement.
• Simultaneously manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets.
• Demonstrate a thorough working knowledge of clients’ business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience gained to add value to the service provided.
• Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
• Be aware of potential additional service areas to clients or opportunities to expand services.
• Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service.
• Be aware of changes in our new regulations and identify clients that may be affected by such changes. Be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients.
• Strive to complete engagements timely, within budget, and with acceptable realization.
• Coordinate engagement staffing.
• Develop finely tuned listening skills.
• A commitment to respond to clients within 24 hours.
• Participate in billing process or assume billing responsibility appropriate for client assignments.
• Participate in the Peer Review, PCAOB, and other quality control processes, as applicable.
• Maintain daily time entry for accurate reporting firm wide.

Business Development

• Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups.
• Begin to generate leads and turn them into new business opportunities.
• Participate in YHB marketing activities and help coordinate marketing efforts.
• Understand YHB’s mission, vision, and strategic goals.
• Assist in proposals and presentations for current and potential clients.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.

Leading and Developing Others

• It is required to have a genuine interest in investing in the growth of others as professionals as well as refining and polishing your skills used in managing people; includes circle employees and any professionals you collaborate with on a team engagement.
• Willingly accept newer staff on engagements and provide them with the necessary on-the-job training.
• Effectively delegate, provide timely and relevant performance feedback, and help and encouragement, as needed.
• Advise and mentor team members; evaluate team member performance on individual engagements and annually to guarantee quality client service.
• Manage circle employee growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
• Participate in the design, development, and implementation of internal continuing education sessions.
• Be cooperative and helpful to all team members and always promote teamwork within YHB.
• Motivate team members and coordinate efforts with other team members and peers.

Personal Participation and Professional Development

• Work to build professional relationships with clients, other firm members and departments, and own peer group.
• Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc.
• Take responsibility for attaining chargeable hour requirements.
• Maintain the complete confidentiality of firm and client information.
• Address all issues in a professional and respectful manner with other employees.
• Participate in non-profession related community activities.
• Gain understanding of department goals and responsibilities.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.

• Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.

Required Education and Experience:

• Bachelor’s degree in accounting or relevant field required.
• CPA certification – in our diverse area of practice, YHB recognizes the value of non-CPA professionals who hold other professional designations. To give these professionals the same opportunities for advancement as the CPA professionals, the Board reserves the right to promote to Manager non-CPA professionals who they feel meet the criteria of the Manager position.
• INDUSTRY FOCUS: Financial Services & Institutions or Commercial For-Profit
• Possesses a high level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures
• Enthusiastic and self-motivated
• Demonstrated time and work management skills necessary to manage a complex workload.

YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business

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