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Dean Dorton · 1 day ago

Assurance Manager

Cincinnati, OH

Full-time

Onsite

Senior Level

5+ years exp

Dean Dorton is one of the largest advisory firms in the United States, focused on providing comprehensive audit and assurance services. The Assurance Manager will oversee engagements, manage client relationships, and lead internal teams to ensure quality and timely deliverables.

Accounting

Comp. & Benefits

Responsibilities

Manage all aspects of assurance engagements and risk assessments, including budgeting and scheduling, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines

Review workpapers and financial statements, preparing assurance files and binders for assurance director review

Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling)

Create and execute assurance plans, including designing of appropriate tests, identifying scope, and planning schedules for engagements using proper leveraging

Obtain strong technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements

Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines

Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients

Begin to specialize in specific industries or niches

Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment. Be a champion for firm culture and core values

Engage in research and technical discussions, seeking guidance when needed

Build technical expertise, leadership skills, and/or client management capabilities

Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients

Utilize strong relationship management skills to build rapport with internal team members and external stakeholders

Adhere to firm policies while completing firm administrative tasks such as scheduling, billing, and new client proposals

Maintain compliance of assurance continuing education requirements (e.g., Yellow Book, EBP)

Meet productivity goals

Participate in firm-sponsored events and activities

Participate in team and firm non-charge activities of interest, such as:

Recruiting activities, including interviewing and evaluating candidates

Evaluating and developing internal processes, procedures, and guidelines

Contributing to the development of training materials and leading training sessions

Joining an internal committee or initiative

Serving as a career advisor to assurance team members, monitoring team member performance, providing feedback, and facilitating growth opportunities

Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services

Actively seeking out opportunities to participate in local community activities by volunteering or joining an external board/committee

Qualification

CPA licensureAssurance methodologiesAccounting principlesClient relationship managementRisk managementTechnical guidanceLeadership skillsTeam mentoringEffective communicationCollaboration