Audit Manager – Audit & Assurance

Position Overview

The Audit Manager is responsible for managing assurance engagements, supervising audit teams, maintaining technical quality, and building strong client relationships. This role oversees engagement planning, execution, review, and completion while ensuring work is performed in accordance with applicable professional standards, regulatory requirements, and established quality management procedures.

The Audit Manager works closely with partners, staff, seniors, and clients to deliver high-quality assurance services, resolve technical accounting and auditing issues, and identify opportunities to enhance client relationships through additional assurance and advisory services. The ideal candidate combines strong technical knowledge with effective project management, team leadership, and an advisory mindset.

This role offers a collaborative work environment with a hybrid work arrangement and remote flexibility as needed. Travel to client locations may be required.

Key Responsibilities

Audit & Assurance Engagement Management

• Manage assurance engagements from initial planning and project initiation through fieldwork, review, reporting, and completion.
• Develop engagement plans, establish timelines, allocate resources, and monitor progress to ensure projects are completed accurately and on schedule.
• Coordinate with partners, audit staff, seniors, and other engagement team members to maintain project momentum and resolve engagement issues.
• Oversee a variety of assurance services, including financial statement audits, reviews, compilations, internal audits, SOC examinations, fraud examinations, and related engagements as assigned.
• Evaluate engagement risks, determine appropriate audit procedures, and ensure the engagement approach aligns with applicable professional standards and client circumstances.
• Monitor engagement progress, identify potential delays or complications, and implement corrective actions as needed.
• Maintain complete and accurate engagement documentation to support audit conclusions, reporting, and quality reviews.
• Ensure engagement deliverables meet established quality standards, contractual expectations, and deadlines.

Technical Review & Quality Management

• Perform detailed reviews of audit workpapers, financial statements, reports, and other assurance deliverables.
• Conduct technical reviews of engagements and sign or authorize reports when permitted under applicable professional requirements and the firm's quality management policies.
• Research complex accounting and auditing matters, prepare documented conclusions, evaluate alternatives, and recommend appropriate solutions.
• Ensure audit procedures are appropriately designed and executed in accordance with applicable AICPA standards and professional requirements.
• Evaluate conventional audit approaches and identify opportunities to improve procedures, strengthen risk assessment, and enhance audit effectiveness.
• Maintain current knowledge of auditing standards, accounting developments, professional guidance, and quality management requirements.
• Identify recurring documentation or execution issues and recommend improvements to engagement methodologies and internal processes.
• Support the implementation and ongoing improvement of the firm's system of quality management.

Client Relationship Management & Advisory Services

• Maintain effective relationships with assigned clients and serve as a key point of contact throughout the engagement lifecycle.
• Provide timely updates regarding engagement status, information requests, outstanding issues, significant findings, and anticipated completion dates.
• Communicate technical matters and recommendations clearly to clients, partners, and other stakeholders.
• Develop an understanding of clients' businesses, industries, financial reporting processes, operational challenges, and objectives.
• Apply knowledge gained across engagements and industries to identify risks, evaluate alternatives, and develop practical solutions.
• Identify opportunities to expand client relationships through additional assurance, internal audit, SOC, fraud examination, risk management, and advisory services.
• Collaborate with partners and firm leadership to strengthen client relationships and support business development efforts.
• Promote a positive client experience through responsiveness, professionalism, sound judgment, and consistent service quality.

Team Leadership & Talent Development

• Supervise and develop audit staff, seniors, and interns assigned to engagements.
• Provide technical guidance, coaching, and constructive feedback to improve team performance and professional competence.
• Conduct regular one-on-one meetings and provide ongoing feedback regarding performance, development goals, and career progression.
• Train team members on auditing standards, technical accounting matters, documentation requirements, and effective engagement practices.
• Delegate responsibilities based on team members' experience and capabilities while maintaining appropriate oversight.
• Monitor work quality, productivity, and deadlines, providing additional guidance when issues arise.
• Foster an engaging, collaborative team environment that supports professional development, employee satisfaction, and retention.
• Encourage knowledge sharing, accountability, continuous learning, and effective communication across engagement teams.
• Collaborate with partners and other managers to identify development opportunities and strengthen team capabilities.

Engagement Budgeting & Financial Management

• Monitor engagement budgets, resource utilization, project costs, and progress against established expectations.
• Propose appropriate billing arrangements for assurance engagements and communicate billing expectations clearly to clients.
• Track engagement performance and identify potential scope changes, budget overruns, or resource constraints.
• Coordinate with partners and firm leadership regarding billing, project economics, and client expectations.
• Support timely and accurate invoicing by maintaining appropriate engagement records and tracking completed work.
• Identify opportunities to improve engagement efficiency while maintaining audit quality and professional standards.

Process Improvement & Technology

• Identify opportunities to improve audit methodologies, engagement workflows, documentation practices, and quality control procedures.
• Research and recommend technology solutions that improve audit efficiency, data analysis, documentation, and collaboration.
• Share technical knowledge, lessons learned, and effective practices across engagement teams.
• Collaborate with other departments and service lines to address client needs and identify opportunities for integrated services.
• Participate in internal training, technical initiatives, and process improvement projects.
• Perform other related duties as assigned.

Qualifications

Required Qualifications

• Current, active Certified Public Accountant (CPA) license in at least one U.S. state.
• Legal authorization to work in the United States.
• Experience in public accounting, internal audit, or a related field demonstrating audit or examination knowledge; at least 3 years of relevant experience is preferred.
• Working knowledge of financial statement audits, reviews, compilations, and applicable assurance standards.
• Experience coordinating projects, reviewing workpapers, managing deadlines, and communicating engagement progress.
• Strong understanding of applicable AICPA auditing standards, professional ethics, and quality management requirements.
• Demonstrated ability to research accounting and auditing matters, document conclusions, and recommend practical solutions.
• Strong leadership, coaching, delegation, and team management skills.
• Excellent written and verbal communication skills, including the ability to explain technical issues to diverse audiences.
• Strong analytical, critical-thinking, root cause analysis, and problem-solving capabilities.
• Effective time management and organizational skills, with the ability to manage multiple engagements and changing priorities.
• Proficiency with Microsoft Office applications, particularly Excel, Word, and Teams.
• Ability to travel locally and out of state to client locations as needed.

Preferred Qualifications

• Experience managing multiple assurance engagements across different industries.
• Experience with financial statement audits, reviews, and compilations across the full engagement lifecycle.
• Experience supervising and mentoring audit staff, seniors, and interns.
• Experience identifying client service opportunities and supporting business development initiatives.
• Familiarity with audit technology and analytics platforms such as TeamMate Analytics, DataSnipper, Fieldguide, Autire, or Strongbox.
• Experience with internal audit, SOC examinations, fraud examinations, or other specialized assurance services.
• Experience working with entrepreneurial, growing, or privately held organizations.
• Experience with engagement budgeting, billing, and resource planning.