Audit & Assurance Manager

Responsibilities

• Possess a thorough understanding of technical issues and provide solutions for clients.
• Apply a practical understanding of technical knowledge as it relates to assigned engagements.
• Follow YHB guidance regarding secure use of hardware, software, and client information.
• Hold employees accountable for protecting YHB assets and information while out in the field.
• Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications.
• Demonstrate effective use of these resources and use file and workpaper organization techniques.
• Share in the responsibility for keeping professionals informed on changes in standards, regulatory requirements, rules, and specialized industry laws and regulations.
• Build on engagement experience and target self-improvement activities to begin to develop broad-based business knowledge.
• Possess excellent communication skills in expressing opinions, teaching, coaching, and directing team members, working with clients, and documenting procedures.
• Plan, communicate, and supervise procedures based on engagement objectives.
• Address problems and propose solutions by applying strong analytical techniques.
• Identify the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and team members.
• Responsible for the timely completion of engagements, often working under pressure.
• Review workpapers prepared by the engagement team for accuracy, content, reasonable procedures, and supportable conclusions.
• Attain proficiency in using accounting research tools.
• Draft professional correspondence to clients on complex subject matters.
• Draft and review formal communications that contribute to the planning and completion of the Assurance engagement.
• Assign review comments to team members and verify review comments have been appropriately addressed.
• Carefully coordinate engagement planning to improve quality and efficiency.
• Ensure complete preparation of current file and financial reporting requirements, if applicable to the engagement.
• Client Management and Service
• Obtain necessary level of knowledge to be able to handle issues that may be outside of existing knowledge base or be able to identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise.
• Ensure resolution of issues encountered during engagement.
• Simultaneously manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets.
• Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
• Be aware of potential additional service areas to clients or opportunities to expand services.
• Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service.
• Be aware of changes in our new regulations and identify clients that may be affected by such changes.
• Be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients.
• Strive to complete engagements timely, within budget, and with acceptable realization.
• Carefully coordinate engagement staffing.
• Develop finely tuned listening skills.
• A commitment to respond to clients within 24 hours.
• Participate in billing process or assume billing responsibility appropriate for client assignments.
• Participate in the Peer Review, PCAOB, and other quality control processes, as applicable.
• Maintain daily time entry for accurate reporting firm wide.

Qualifications

• Bachelor’s degree in accounting or relevant field required.
• CPA certification – in our diverse area of practice, YHB recognizes the value of non-CPA professionals who hold other professional designations.
• Knowledgeable of firm policies and procedures.
• Enthusiastic and self-motivated.
• Demonstrated time and work management skills necessary to manage a complex workload.

Benefits

• Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.
• Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.
• Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.
• Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available).
• Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities.