Assurance Manager

The Assurance Manager must have a complete knowledge of the firm's philosophy and its culture. Managers maintain and develop expertise in the profession and the niche areas they service. Work is performed under minimal supervision. Managers are the liaison between the Partner, the client, and the professional staff, and are generally responsible for all phases of an engagement. Supports the firm by performing the following duties. 

Essential Duties and Responsibilities include, but are not limited to the following:

• Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client's business rather than mere routine attendance to immediate problems.
• Prepares engagement letters and any subsequent modifications for approval by a Partner, answers any questions the client may have so there is a complete understanding of the nature and terms of an assignment, including an estimate of fees.
• Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Manager must be fully familiar with the qualifications of all staff members.
• Evaluates internal controls, risk assessment, and work programs prepared by the staff, and if necessary, revises the work program, then discusses the work program and time budget with the Partner to obtain approval.
• Follows the progress of the work during an engagement in relation to budgeted time and scheduled dates of completion, spending as much time as possible with the client's management group, periodically reviewing the working papers in the field as the job progresses. Determines whether all phases of the engagement are being carried out properly and in the best sequence. Anticipates the problem areas and questions that might arise.
• Knows the client's impression of the conduct of the engagement.
• Keeps the Partner informed of all important developments in the engagement, analyzes any issues, and recommends solutions.
• Resolves problems with the Partner's approval and reviews the report drafted by the in-charge or accountant as the engagement nears completion.
• Follows reports through processing, answering any questions that arise, submits the reports to the Partner for final review, and supervises the distribution according to the client's instructions.
• Deals directly with the client's attorney, banker, or broker, and other third parties.
• Prepares timely staff performance evaluations and discusses them with the staff members.
• Promotes the most efficient operation of the firm by planning engagements and managing professional personnel. Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Should be proficient in managing staff schedules in advance of initiating multiple jobs, and updating as needs arise.
• Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, writing articles for publications.
• Prepares other reports and projects as requested from time to time by the Partners.

Supervisory Responsibilities:                                             
This job has supervisory responsibilities including the training, monitoring, and mentoring of other staff and interns while on engagements and within the office. 

Education and/or Experience:       
Bachelor's degree or master's degree from a four-year college or university; Active Louisiana CPA license is required; and five to ten years related experience and/or training; or equivalent combination of education and experience. Demonstrated ability to bring in new business to a CPA firm and to participate in business development. Completes annual continuing professional education requirements.

Certificates, Licenses, Registrations:
Holds a current and valid CPA license and is a member in good standing with the American Institute of Certified Public Accountants, the Society of Louisiana Certified Public Accountants, and the State Board of Certified Public Accountants of Louisiana.

Benefits:

• Competitive Compensation Package including Competitive Salaries, Paid Overtime for both Exempt and Non-Exempt employees, Paid Vacation, Sick, and Holiday time, Volunteer Opportunities, Professional Development Training, Employee and Client Referral Bonuses, Flexible Working Schedule
• Comprehensive Benefits Package including 401(k) Profit Sharing, Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Short- and Long-Term Disability Insurance, Health Savings Account, and Wellness Programs.

HTB is an equal opportunity employer. Employment decisions are made without regard to race, color, age, sex, sexual orientation, national origin, religion, disability, protected veteran status or other protected classifications.

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