Assurance Experienced Manager - Asset Management
About The Position
The Assurance Experienced Manager supervises, directs, and reviews audit engagement work through planning, fieldwork, and wrap-up, delegating tasks and overseeing quality, efficiency, and completeness. The role also includes marketing, networking, and business development within an area of expertise, along with responsibility for engagement profitability, billings, and collections. The manager advises clients on economic and regulatory risks, resolves complex accounting issues, applies GAAP and GAAS in complex situations, prepares technical consultation memoranda, and documents, validates, tests, and assesses financial reporting controls. The position applies relevant SEC regulations, PCAOB guidelines, professional standards, and BDO methodology; reviews financial statements, SEC filings, audit communications, and internal-control audit work; and conducts research using authoritative sources. The role supervises and develops Associates and Senior Associates by reviewing their work, managing workloads, providing feedback, and delivering on-the-job training and coaching. It also serves as a primary client contact and supports client relationship development.
Requirements
- Bachelor’s degree required.
- Six or more years of relevant audit, public accounting, private-industry accounting, consulting, or professional-services experience required.
- Significant prior supervisory experience required.
- Active U.S. CPA license, recognized active international equivalent, or qualifying credential under BDO’s Assurance Licensing Policy required.
- Candidates qualifying through an active international equivalent or unique qualification must obtain an active U.S. CPA license within the timeframe established by firm guidelines.
- Sound knowledge of GAAP and GAAS.
- Familiarity with SEC and PCAOB reporting rules.
- Strong verbal and written communication skills.
- People-development, delegation, training, instruction, engagement-scheduling, and budgeting skills.
- Executive presence and ability to serve as a primary client contact and present to clients and prospective clients.
- Client-development and relationship-building skills.
- Decision-making skills and ability to resolve complex accounting issues.
- Ability to support business development and marketing and to manage engagement profitability, billings, and collections.
Nice To Haves
- Bachelor’s degree major in Accounting, Finance, Economics, or Statistics.
- Master’s degree 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, delegate, and review audit engagement work throughout planning, fieldwork, and wrap-up.
- Assess internal controls over financial reporting and communicate suggestions for improving client controls and accounting procedures.
- Supervise audit teams, review workpapers and conclusions, and provide on-the-job training during audit fieldwork.
- Advise clients on accounting pronouncements, present accounting alternatives, resolve complex accounting matters, and prepare complex financial statements and disclosures.
- Review SEC filings, including MD&A, financial statements, and disclosures, and ensure quarterly reviews are properly performed.
- Review client and Audit Committee communications and Section 404 internal-control audit work for completeness and compliance.
- Ensure compliance with engagement independence requirements and applicable professional standards, including GAAS and PCAOB guidance.
- Plan and oversee audit procedures, conduct detailed reviews, recommend outcomes on critical issues, and execute BDO methodology and archiving procedures.
- Conduct research using authoritative sources, document conclusions in memoranda, and present issues to reviewers as appropriate.
- Supervise Associates and Senior Associates, review their work, manage their workloads, and provide performance feedback and career guidance.
- Teach and coach staff, including providing on-the-job learning and managing engagement scheduling and budgeting.
- Market and develop business, build client relationships, and manage engagement profitability, billings, and collections.
Benefits
- Employee Stock Ownership Plan (ESOP) participation, providing beneficial ownership in the firm.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
