Senior Assurance Manager

2 weeks ago


Mayfield, Ohio, United States Marcum LLP Full time
Job Summary

Marcum LLP offers a dynamic career with exceptional benefits, giving you the opportunity to excel in a world of opportunity. Our competitive salary, flexible work options, and industry-leading technology support your professional growth and development.

We value your contributions and offer a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Job Responsibilities

The Senior Assurance Manager serves as a liaison between the Partner, the client, and the professional staff, managing multiple assurance projects and client engagements simultaneously. This role involves scheduling, staffing, and coordinating engagement workflow, as well as developing and training staff.

This position requires an in-depth knowledge of Marcum LLP's service offerings, with a focus on developing long-term relationships, networking internally and externally, and generating new business opportunities.

  • Responsible for all phases of an audit, compilation or review engagement as well as tax engagements.
  • Maintains contact with clients throughout the year, possessing a thorough knowledge of the client and all facets of the client's business.
  • Plans, schedules, and staffs engagements.
  • Maintains a familiarity with the qualifications of all staff members, reviewing staff assignments for appropriateness.
  • Prepares engagement letters for approval by Partner.
  • Evaluates internal controls and work programs prepared by staff.
  • Adheres to engagement time budgets.
  • Supervises staff and seniors, providing on-the-job training, reviewing work papers and reports prepared by staff.
  • Anticipates problem areas of engagement and questions that will arise.
  • Keeps Partner informed of all important developments on engagement, analyzing problems and recommending solutions.
  • Ensures that financial statements, tax returns, and letters of recommendation are prepared in accordance with professional and Firm standards.
  • Communicates progress of engagements, problems, and resolutions to client.
  • Works to develop responsible, trained staff by assisting in performance reviews, encouraging individuals to think for themselves, and take responsibility for their contributions to the team.
  • Prepares invoices to clients, communicates details of fees to clients, and assists in the collection of overdue accounts.
  • Possesses a complete knowledge of the Firm's philosophy and its opinions on tax and accounting matters.
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
  • Understands the client's industry and recognizes key performance drivers, business trends, and emerging technical and industry developments, staying informed of general business/economic developments and their impact on the client.
  • Conducts timely job performance reviews and provides performance feedback/training.
  • Uses technology to continually learn, shares knowledge with team members, and enhances service delivery.
  • Maintains an educational program to continually develop skills.
  • Maintains cooperative relationships with other engagement teams.
Requirements
  • Undergraduate or graduate degree in accounting and/or other appropriate academic major required. Master's degree is preferred.
  • Current and valid CPA license.
  • Member in good standing with AICPA.
  • Proficiency with MS Office suite of products as well as accounting and tax software.
  • Minimum of five (5) years of experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
  • Demonstrated ability to bring in new business to the Firm.
  • At least one year of experience supervising and directing the work of others.
  • Excellent project management skills.
  • Advanced written and verbal communication skills.
  • Dedication to teamwork and leadership.
  • Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills.
  • Integrity within a professional environment.
Other Responsibilities
  • Assists in recruiting, developing training aids, and acting as an instructor in professional development programs.
  • Prepares other reports and projects as requested.
  • Participates in the Firm's practice development efforts through involvement with referral sources, community, and industry activities.
Working Conditions
  • Frequent same-day travel for work at client's offices, meetings, and seminars using a personal vehicle.
  • Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
  • Occasional overtime work required throughout the year, with heavy overtime work from January to April 15, possibly exceeding 55 hours per week.


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