Assurance Manager | Commercial Team

Assurance Managers

lead the coordination and management of assigned engagements, ensuring all deliverables meet the highest standards of accuracy and compliance. Beyond engagement management, Assurance Managers play a pivotal role in client satisfaction by fostering trusting relationships and recognizing opportunities to meet additional client needs through available YHB services. Additionally, they contribute to talent development through mentorship and training, and actively participate in firm administration, driving operational excellence and continuous improvement.

• Possess an advanced level of knowledge, skills, and understanding related to Audit & Assurance work, general accounting principles, and the technical and functional requirements of a particular industry specialization.
• Follow YHB guidance regarding secure use of hardware, software, and client information; and hold staff accountable for protecting firm and client information.
• Leverage available technical resources and software applications to ensure efficient and effective workpaper organization techniques.
• Ability to thoroughly understand engagement objectives and necessary procedures and to effectively communicate these objectives and procedures to assigned staff.
• Facilitate ongoing education and knowledge sharing by communicating key regulatory updates and changes to staff to ensure all staff are prepared to implement necessary changes.
• Manage the execution of planned engagement procedures to ensure that staff work is completed efficiently and effectively.
• Develop broad-based business knowledge by building on engagement experience and engaging in self-improvement activities to sharpen industry expertise and business acumen.
• Take responsibility for the timely completion of engagements, even under tight deadlines and increased pressure, without sacrificing quality and accuracy of completed work.
• Review staff work papers to ensure quality, completion, and alignment with YHB procedures and standards.
• Provide feedback is constructive and productive; assign review comments to appropriate staff for corrections with clearly communicated instructions and objectives.
• Maintain advanced understanding of the current tools and methodologies to support and address complex accounting issues.
• Serve as a positive representative of YHB by demonstrating the ability to communicate with others effectively and respectfully in both written and spoken correspondence and to act in a professional manner.
• Ensure complete confidentiality of all client and firm information.
• Ensure clients feel supported and informed during engagements and throughout the year, establishing yourself as a trusted advisor, and actively seek feedback from clients to improve service delivery and adapt to their evolving needs.
• Demonstrate strong analytical and critical thinking skills by identifying potential issues early in the engagement process and altering as necessary.
• Maintain awareness of new and emerging regulations that may impact clients, ensuring compliance and advising clients proactively on potential implications.
• Ability to express well-informed findings and well-document procedures to build trusting client relationships through clarity and accountability.

• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Take responsibility and ownership of work to meet annual billable hour expectations while ensuring high-quality work to ensure appropriate billing realization for charged hours.
• Demonstrate an understanding of the importance of relationship-building as a key component of business development.
• Cultivate professional relationships and expand…