Assurance Manager - Raleigh

Posted 8 Days Ago
Be an Early Applicant
Cary, NC, USA
In-Office
Senior level
Financial Services
The Role
The Assurance Manager oversees client services, manages engagements, trains staff, and ensures quality service while meeting deadlines and team goals.
Summary Generated by Built In

Assurance Manager

Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.

Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.

We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the region's top firms.

If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.

Summary

In our Assurance Manager role, you be responsible for providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.

Essential Functions

  • Adhere to firm policy regarding client confidentiality.
  • Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
  • Meet chargeable hour goals.
  • Take leadership role with staff acting as a mentor and role model.
  • Coach and mentor others on how to anticipate, define, prioritize and solve problems.
  • Provide constructive feedback and encouragement to others.
  • Develop clear, understandable goals/priorities and persuasively communicates them to others.
  • Foster an environment for teamwork and collaboration.
  • Effectively explain information through formal presentations.

 Client Service

  • Plan, organize and use time effectively.
  • Supervise timely completion of projects according to job budgets and imposed deadlines.
  • Keep client service team informed as to status of work.
  • Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
  • Meet realization goals.
  • Responsible for staff realization.
  • Identify client issues and client service responsibilities.
  • Supervise staff including workpaper review as directed by partner.
  • Assist other members of the firm to satisfy clients.
  • Effectively communicate with clients as required.
  • Know services that S&H provides and actively pursue with clients’ potential needs for these services.
  • Gain client confidence through quality work and effective communication.
  • Coordinate services to clients as delegated.
  • Delegate as appropriate.
  • Communicate issues and solutions to clients.
  • Be main client contact for clients designated by partners.
  • Respond to client requests and complaints.
  • Coordinate client service fulfillment to other departments as necessary.
  • Initiate meeting with clients.

Position Requirements

  • Bachelor’s or master’s degree in accounting/finance or other relevant degree program
  • CPA license required
  • Five to twelve years of public accounting experience, preferred
  • Minimum two years previous supervisory experience
  • Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
  • Proficient in Microsoft Office applications
  • Ability to multi-task with excellent written and verbal communication skills
  • Must be able to meet assigned deadlines in a fast-paced, team environment

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's or master's degree in accounting/finance or relevant degree
  • CPA license
  • Five to twelve years of public accounting experience
  • Minimum two years previous supervisory experience
  • Knowledge of basic accounting procedures and GAAP
  • Proficient in Microsoft Office applications
  • Ability to multi-task with excellent communication skills
  • Ability to meet deadlines in a fast-paced environment
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The Company
HQ: Atlanta, GA
139 Employees
Year Founded: 1971

What We Do

Smith and Howard is a tax, accounting and advisory firm headquartered in Atlanta with a national reach and a reputation for doing more than expected. Our team of enterprising advisors are driven by creating extraordinary value for our clients, people and community. While many advisors say clients are their priority, Smith and Howard lives and breathes a promise of personal, responsive client service. Today, our family of companies is expanding and our client resume includes highly successful, profitable and entrepreneurially-driven individuals and businesses from around the country and the world. The professionals on our team are high caliber individuals who enjoy the nuances of our work and are looking for opportunities to put their acumen and creativity to work in growing careers. Explore our page and visit our website to learn more about who we are and what we do!

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