Assurance Manager

About the role

Whittlesey is a diverse team that provides assurance, advisory, tax, and technology services to today’s business leaders. We have been named one of the “Best of the Best” Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA).

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.
• Maintain 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.
• Cook up 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.

Requirements

• Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience.
• CPA license required.
• Minimum five years of experience in assurance compliance.
• Industry specific knowledge may be required.
• Must possess a valid state driver’s license.

Qualifications

Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.

Skills

Technical expertise and industry insights are essential for this role.

Benefits

Whittlesey offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.

Pay

Details about pay are not specified in the job posting.

Schedule

This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations.