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Whittlesey · 1 day ago

Assurance Manager

Holyoke, MA

Full-time

Hybrid

Senior Level

5+ years exp

Whittlesey is a diverse team providing assurance, advisory, tax, and technology services, and they are seeking an Assurance Manager to join their Assurance team. The role involves leading collaboration with team members and clients, participating in strategic planning, and monitoring audit profitability while ensuring effective communication and satisfaction.

AccountingFinanceFinancial Services

Responsibilities

Lead collaboration with key team members, including auditors, analysts, and client representatives, to ensure alignment on engagement objectives and meet client expectations effectively

Participate in strategic planning with clients, conducting analyses and developing actionable plans to drive Firm revenue

Monitor audit profitability by recommending improvements to procedures and enhancing overall profitability

Establish and manage project budgets for audit services, ensuring financial targets are met throughout the engagement process

Review client billings to ensure accuracy and appropriateness of write-offs, assisting with overall billing management

Coordinate various phases of large engagements, managing staff requirements, scheduling, and logistics for seamless execution

Provide technical expertise and industry insights to team members, while facilitating meetings and presentations to clients to ensure effective communication and satisfaction