Assurance Manager

• Lead multiple audits, reviews, compilations, and other assurance engagements from planning through financial statement issuance
• Set engagement strategy, assess risk, determine staffing and timelines, monitor progress, and resolve issues with partners and clients
• Review work papers, financial statements, disclosures, technical memoranda, proposed adjustments, and required communications
• Manage engagement economics, including budgets, scheduling, realization, billing, and collections
• Research and communicate complex accounting, auditing, and financial reporting matters
• Support quality-management initiatives, inspections, peer review preparation, standardized tools, and process improvements
• Serve as primary day-to-day contact for assigned clients and build trusted relationships
• Lead planning, status, and results meetings; communicate findings, adjustments, internal-control observations, and information needs
• Develop practical recommendations based on clients’ businesses and operational realities
• Identify opportunities to connect clients with other MGA services and resources
• Supervise, coach, and develop assurance seniors and staff
• Participate in recruiting, onboarding, retention, staff deployment, and people-development initiatives
• Contribute to practice growth through client development, proposals, referrals, networking, cross-serving, and community involvement
• For Senior Manager candidates, assume greater responsibility for client portfolio management, technical consultation, staffing, succession planning, and practice strategy

• Bachelor’s degree in accounting or a related field
• Active CPA license in good standing
• Progressive public accounting assurance experience, including current or recent Manager, Senior Manager, Director, or equivalent responsibility
• Ability to manage engagements from planning through issuance and supervise multiple teams, deadlines, budgets, and client expectations
• Strong knowledge of U.S. GAAP, generally accepted auditing standards, SSARS, and financial statement presentation and disclosure requirements
• Meaningful audit experience in oil and gas exploration and production or medical practices and healthcare services
• Strong written and verbal communication, project-management, analytical, and problem-solving skills
• Ability to work in the Houston area and travel to client locations as engagement needs require
• Approximately eight or more years of progressive public accounting assurance experience (preferred)
• Experience with privately held, owner-managed, or middle-market businesses and client portfolios and engagement profitability (preferred)
• Experience with business development, referrals, cross-serving, quality-management activities, audit technology, or data analytics (preferred)
  Experience in both target industries, established Houston-area relationships, or interest in long‑term practice leadership or partnership (preferred)

Demonstrates expertise in leading audits and assurance engagements, with a strong command of U.S. GAAP and auditing standards. Proven ability to manage client relationships, develop teams, and drive practice growth through strategic client development and quality management.

• Active CPA License
• U.S. GAAP Knowledge
• Public Accounting Assurance Experience
• Audit Experience in Oil and Gas or Healthcare
• Project Management Skills

• Audit Engagement Management
• Financial Statement Issuance
• Risk Assessment
• Budget Management
• Technical Consultation
• Data Analytics
• Quality Management
• Financial Reporting
• Client Portfolio Management
• Process Improvement

• Strong Communication Skills
• Analytical Skills
• Problem-Solving Skills
• Coaching and Development
• Relationship Building

• Bachelor’s Degree in Accounting
• Active CPA License

• Public Accounting
• Assurance Engagements
• Oil and Gas Exploration
• Healthcare Services
• Middle-Market Businesses