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Company: Whittlesey Technology
Location: Hamden
Posted on: August 1, 2022

Job Description:

The Assurance Manager is the liaison between the partner, director, the client, and the professional staff. Managers are responsible for managing audit projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Managers establish relationships with clients and are often the primary client contact/representation of the Firm. They are expected to develop a strong marketing plan to develop their own book of business.Meaningful Work

  • Participate in client strategic planning including analysis, plan development, recommendations and presentations.
  • Monitor audit/tax and Firm profitability, suggest measures to improve procedures.
  • Establish project budget for audit/tax services.
  • Assist with client billings.
  • Coordinate various phases of large engagements, including staff requirements, locations to be visited, and scheduling 6. Monitor progress of services in relation to budgets and due dates..
  • Coordinate and direct meetings/presentations to clients and prospective clients.
  • Understand client satisfaction on engagement.
  • Conduct technical reviews on unassigned client engagements.
  • Supervise and conduct in-house continuing education seminars.
  • Attend weekly scheduling meetings.
  • Provide career development coaching to assigned staff; complete appropriate PACE documentation with assigned staff including the coordination of continuing education requirements and classes.
  • Participate in college recruiting activities including on-campus meetings, on-site interviews, and conventions; involved in recruitment of experienced staff as needed.
  • Identify additional services to existing clients and establishing new business through contacts and referrals
  • Begin to execute a marketing plan to develop new business.
  • Ensure that all documentation required for Quality Control and Peer Review is included on all the assignments.
  • Ensure engagement reviews reflect accurate performance and are complete in a timely manner.

Keywords: Whittlesey Technology, Hamden , ASSURANCE MANAGER, Executive , Hamden, Connecticut

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