Assurance Senior Manager

Description

About Dean Dorton

Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.

About the Team

Dean Dorton's Assurance team partners with both public and private organizations to take a comprehensive approach to audit and assurance services. With dedicated industry teams, we offer assurance services ranging from audit, reviews, and compilations to risk management and internal controls governance, processes, and regulatory compliance. We also serve as advisors to our clients as they work toward financial excellence – providing clarity and confidence in their most critical business transactions and transitions.

About the Role

The Assurance Senior Manager plays a pivotal role in leading and overseeing assurance engagements within the team. They are responsible for providing technical expertise, managing day-to-day operations, and contributing to firm initiatives. This role involves a blend of charge and non-charge responsibilities.

Essential Duties & Responsibilities

The essential duties & responsibilities of the Assurance Senior Manager role are outlined below in correlation with Dean Dorton’s performance management impact areas.

Technical

Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).

• Review workpapers and financial statements, preparing assurance files and binders for assurance director review.
• Create and execute assurance plans, including designing of appropriate tests, identifying scope, and staff engagements using proper leveraging.
• Display proficient technical knowledge of accounting principles, regulations, and assurance methodologies, ensuring adherence of these within client engagements.
• Specialize in industries or niches and begin providing subject matter expertise and delivering industry team education.
• Stay up to date on technical updates and industry trends, sharing relevant information and insights with internal team members and external clients.
• Independently research technical topics and questions to support clients and resolve engagement issues.
• Maintain compliance of assurance continuing education requirements (e.g., Yellow Book, EBP).

Behavioral

Definition: the behaviors associated with performing your job (interpersonal skills).

• Consistently lead and oversee all aspects of assurance engagements and risk assessments, including budgeting and scheduling, client fee discussions, executing processes and procedures, championing team members, prioritizing tasks, and managing internal and external deadlines.
• Establish yourself as a main point of contact for client relationships and manage the relationships by proactively anticipating and addressing client needs and advocating for firm services (including cross-selling).
• Coordinate with engagement teams to ensure timely completion of tasks to meet client expectations and deadlines.
• Continue building technical expertise, leadership skills, and/or client management capabilities, seeking opportunities for external training as needed.
• Communicate effectively, setting clear expectations and responsibilities for engagement teams and clients.
• Utilize strong relationship management skills to build rapport with internal team members and external stakeholders.
• Meet productivity goals.

Non-Charge

Definition: the contribution you make to Dean Dorton outside of client work.

• Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment. Be a champion for firm culture and core values.
• Participate in the performance assessment of team members on an ongoing and annual basis.
• Adhere to firm policies while consistently completing firm administrative tasks such as scheduling, billing, and new client proposals.
• Participate in firm-sponsored events and activities.
• Serve and lead assurance team and firm non-charge activities, such as: Recruiting activities, including interviewing, evaluating candidates, and participating in hiring decisions.
• Developing training materials and leading training sessions.
• Serving as a Career Advisor to assurance team members, monitoring team member performance, providing feedback, and facilitating growth opportunities.
• Leading an internal committee or initiative.
• Spearheading business development efforts, including attending industry events, networking with potential clients, and presenting technical topics.
• Engaging in local community activities by participating in annual volunteer events or serving as a member of an external board/committee.

Experience & Qualifications

• Bachelor’s degree required in accounting, finance, or related field.
• Six to seven years of experience in an assurance or accounting related role, including at least two years of experience as an assurance manager or equivalent role.
• CPA licensure required.
• Other certifications demonstrating specialization (e.g., Certified Internal Auditor) may be required.

Software & Tools

• CaseWare
• CaseView
• Active Data
• CCH tools (Document; Client Dashboard; Fixed Assets; Billing and Invoice)
• Client documentation tools (Suralink, ShareFile)
• Microsoft Office (Word, Excel, Outlook, Teams)
• Adobe
• DataSnipper
• LeaseCrunch
• ProStaff
• Research tools (RSM Alliance Portal, Checkpoint, Accounting Research Manual)
• Familiarity with other relevant software and tools used in accounting and assurance practices.

Travel

Travel, including local and overnight, may be required to meet client engagement or firm needs.

The Fun Stuff

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

• Flexible work schedules and environment
• Unlimited Paid Time Off (PTO)
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits, including a best-in-class employer match and automatic profit sharing.
• Telemedicine, mental health resources and wellness program reimbursement

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.