Assurance Experienced Manager - Asset Management

BDO USA•San Antonio, TX

About The Position

The Assurance Experienced Manager supervises, directs, and reviews audit engagement work throughout planning, fieldwork, and wrap-up. The role includes delegating tasks, supervising and developing audit staff, and ensuring engagements are completed efficiently and in accordance with professional and firm standards. The manager also advises clients on economic and regulatory risks, resolves complex accounting issues, applies GAAP and GAAS, prepares technical consultation memoranda, and assesses financial reporting controls. The position includes client relationship management and business development within an area of expertise, along with responsibility for engagement profitability, billings, and collections. The manager serves as a primary client contact, communicates findings and recommendations, and prepares or presents material to clients and prospective clients.

Requirements

Bachelor’s degree required.
Six or more years of relevant audit, public accounting, private industry accounting, or consulting/professional services experience required.
Prior significant supervisory experience required.
Active licensed US CPA, recognized active international equivalent, or a unique qualification under BDO’s Assurance Licensing Policy required.
If qualifying through an active international equivalent or unique qualification, obtain an active US CPA license within the timeframe set by firm licensing guidelines.
Sound knowledge of GAAP and GAAS.
Familiarity with SEC and PCAOB reporting rules.
Strong verbal and written communication skills.
People development and delegation skills, including training, instruction, engagement scheduling, and budgeting.
Executive presence and ability to serve as a primary client contact and present to clients and prospective clients.
Client development and relationship-building skills.
Solid decision-making skills and ability to resolve complex accounting issues.
Ability to manage business development, marketing, and engagement profitability, including billings and collections.

Nice To Haves

A major in Accounting, Finance, Economics, or Statistics.
Master’s in Accountancy.
Industry expertise in one or more assurance specialties.
Proficiency with the Microsoft Office Suite.
Experience with assurance applications and research tools.

Responsibilities

Supervise, direct, and review audit engagements during planning, fieldwork, and wrap-up.
Delegate audit functions, supervise audit teams, and review workpapers and conclusions.
Validate and assess internal control over financial reporting and recommend improvements to clients.
Apply GAAP, GAAS, SEC regulations, PCAOB guidelines, and firm methodology to audit engagements.
Identify complex accounting issues, research them, document conclusions, and consult technical experts when needed.
Review SEC filings, client and Audit Committee communications, Section 404 internal control audit work, and related checklists.
Plan and oversee audit procedures to ensure quality, efficiency, and completeness, including proper archiving.
Prepare or review complex financial statements, footnote disclosures, technical memoranda, and research memoranda.
Communicate required matters to the Audit Committee, Board, and those charged with governance.
Conduct client acceptance and retention procedures where appropriate.
Apply efficiency tools such as statistical sampling and CAATS.
Provide on-the-job training, coaching, and development to Associates and Senior Associates.
Review staff work and provide verbal and written performance feedback.
Act as a Career Advisor and schedule and manage staff workloads.
Market services, network, develop business, and build client relationships.
Manage engagement profitability, billings, and collections.
Perform other duties as required.