Assurance Manager [Financial Services]

About the role

CohnReznick is a hybrid firm with professionals located in various financial centers across the US, including New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more. The Assurance Manager position is based in Dallas and is considered hybrid, allowing team members to alternate between remote and office work.

Responsibilities

• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments to CohnReznick management.
• Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
• Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
• Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.
• Prepare timely and accurate bills for professional services rendered.

Requirements

• 5+ years of work experience in another public accounting firm
• Bachelor’s Degree and active CPA required
• Strong experience using Microsoft Office Suite
• Knowledge of audit software such as CaseWare or ProSystem FX
• Exceptional organizational and communication (verbal and written) skills

Qualifications

The Universal Job Standards are available for review. Studies show that we are less likely to apply to jobs unless we meet every single qualification. However, if you are excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

Benefits

We offer a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for volunteering.

Pay

Details on pay are not specified in the job posting.

Schedule

The position is considered hybrid, meaning team members are expected to alternate time between remote and office work.