Assurance Manager

Who we are

TDT CPAs and Advisors has been helping small businesses thrive since being founded in 1975. We are a firm with 40 team members, including 5 Partners, across 6 locations in the great state of Iowa: Cedar Rapids, Burlington, Mount Pleasant, Fairfield, Centerville, and Oskaloosa. We serve clients nationwide through 4 core service areas: Advisory, Tax Service, Assurance, and Wealth Management Services.

Who we’re looking for

Experienced Assurance Manager responsible for supervising and completing assurance engagements that is excited to develop a new audit service line for the Firm in addition to serving current clients through review and compilation engagements. This individual will manage communications directly with clients, oversee and provide guidance to staff, and play a key role in supporting the firm’s business development initiatives.

Essential Functions

· Responsible for all phases of audit, compilation or review engagements

· Provide exceptional service to clients through individual attention, responsiveness, and commitment to understanding their goals and needs

· Utilize technical skills to deliver high quality work aligned with professional and firm standards

· Maintain understanding and knowledge of changes in assurance standards by reading professional literature or attending seminars and training courses

· Participate in planning, scheduling, and reviewing client engagements

· Meet time constraints, billable hours targets, and client deadlines

· Contribute to the development of new business opportunities by participating in strategic business development initiatives

· Keep partners informed of important developments on engagements; analyze problems and recommend solutions.

· Supervise staff and delegate work to various team members as deemed necessary

· Prepare client invoices as well as monitor realization, utilization, and other performance measures of supervised staff

· Participate in staff evaluation process

· Performs other such duties as may be assigned

Requirements

· A strong alignment and willingness to consistently demonstrate TDT’s core values (Honest, Authentic, United, Devoted)

· Bachelor’s degree in accounting

· Certified Public Accountant certification

· Minimum five years of experience in public accounting, demonstrating a proven progression in assurance complexity, scope, and research

· Minimum of one year of experience supervising and/or directing work of assurance staff

· A solid understanding of GAAP, accounting and assurance standards, accrual-based accounting, quality control standards and procedures

· Strong analytical skills

· Proficient with computer financial statement preparation, research, and audit programs as well as Microsoft Office (Outlook, Power Point, Excel, Teams, Share Point, etc.) and the ability to stay ahead of the curve with continual technology advancements

· Demonstrated high level of discretion and confidentiality

· Ability to communicate (orally and in writing) professionally when dealing with clients and other staff members

· Appropriate interpersonal skills and ability to develop good relationships with clients and other staff members

· Ability to execute and collaborate effectively in a hybrid environment (onsite and virtual)

Working Conditions

· Occasional same day travel for work at clients, meetings, and seminars using a personal vehicle

· Occasional out of town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle

· Occasional overtime work required throughout the year

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

· Frequently sit, stand, walk

· Use hands to finger, handle, or feel

· Reach with hands and arms

· Talk and hear

· Occasionally required to stoop, kneel, crouch or crawl

· Lift and/or move up to 25 pounds.

Safety Hazards of the Job

· Minimal hazards. General office working conditions.

Job Type: Full-time

Pay: $90,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• public accounting: 5 years (Required)

Work Location: In person

Salary : $90,000 - $140,000