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Yeo & Yeo CPAs & Advisors · 2 days ago

Assurance Manager

Ann Arbor, MI

Full-time

Hybrid

Mid, Senior Level

Yeo & Yeo CPAs & Advisors is a leading Michigan-based accounting and advisory firm committed to delivering high-quality services. The Assurance Manager will be responsible for managing client assignments, supervising staff, and ensuring the delivery of exceptional service while supporting team development and professional growth.

ConsultingCrowdfundingSmall and Medium Businesses

No H1B

Responsibilities

Managing client assignments and projects and delivering high quality service

Coaching, advising and supporting team members in meeting client and personal development expectations

Provide supervision to staff and interns on audits

Run mid-large size audit from start to finish with little assistance

Review staffs work papers before partner review

Become the main client contact on the majority of your jobs

Attend and present at board presentations

Is proficient at conducting single audits

Become actively involved with or highly proficient in a technical niche

Manage client contact

Give presentations at professional conferences

Reduce the number of industries auditing to be more specialized

Participate in staff evaluation process

Effectively explains firm strategic plan and its impact on their role

Targets industry group for own specialization and pursues applicable professional development activities

Develops clear understanding of career development opportunities

Acts as a resource and Career Advocate for other's learning and professional development

Helps employees identify their development gaps and apply feedback and training to improve their contribution

Actively seeks to develop broader perspective beyond own expertise

Communicates the teams objectives and ensures that all team members roles are clear

Proactively makes self-available to others for guidance

Makes time to help educate and train others and to help them resolve issues

Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures

Tailors supervisory style according to employees past experience and work style

Helps team members maximize their contribution to the firm

Redistributes team members workloads during busy times as necessary

Encourages team members to be involved in community events and outreach programs

Take on a leadership role in community organization or event

Takes a leading role in firm sponsored community service events and outreach programs

Regular meetings with key referral sources

Set up and host a mixer or equivalent activity

Present to organizations on applicable topics and industries

Assist on a proposal and attend a proposal meeting

Annually develop at least $10,000 in new business or additional services

Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling

Qualification

Active CPA accreditationPublic Accounting experienceAudit managementClient relationship managementPresentation skillsCommunity involvementBusiness developmentTeam leadership

Required

Bachelors or master's degree in Accounting or related curriculum

Active CPA accreditation

Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience

Employee has a sense of urgency or promptness to achieve goals

Ability to complete assigned tasks accurately within budget and meet all deadlines