Assurance Manager, CPA

Wertz & Associates•Brookfield, WI

44d•Hybrid

About The Position

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Assurance Manager to join its growing Assurance practice in Brookfield. This is more than a traditional audit management role. It's an opportunity to lead complex assurance engagements, develop high-performing teams, build trusted client relationships, and play a key role in the continued growth of a highly respected professional services firm. You'll work closely with firm leadership while helping clients navigate financial reporting, compliance, risk management, and business challenges. If you're looking for a leadership opportunity that combines technical expertise, client advisory responsibilities, mentoring, and long-term career advancement, we'd welcome a confidential conversation. As an Assurance Manager, you'll serve as a trusted advisor to clients while leading engagement teams and helping drive the continued success of the Assurance practice. You'll gain substantial exposure to: Financial Statement Audits Reviews & Compilations Internal Controls Assessments Risk Evaluation & Advisory Financial Reporting Client Relationship Management Staff Development & Mentorship Practice Growth Initiatives Leadership Development This role offers an ideal combination of technical assurance work, leadership responsibilities, and client-facing advisory services. Many Assurance Manager roles focus solely on engagement oversight. This opportunity offers the ability to become a true leader within the firm. You'll help shape client relationships, mentor future leaders, contribute to strategic initiatives, and play a visible role in the continued growth of a highly respected advisory practice. The firm's culture emphasizes professional growth, collaboration, flexibility, and long-term success, creating an environment where talented professionals can thrive. Our client is a growing professional services firm recognized for exceptional client service, strong employee development programs, and an award-winning workplace culture. Through investment in its people, technology, and client relationships, the firm has become a destination employer for professionals seeking challenging work, advancement opportunities, and meaningful impact. Employees benefit from leadership accessibility, sophisticated client engagements, ongoing professional development, and a culture that genuinely values both career achievement and personal well-being.

Requirements

Active CPA license
Bachelor's Degree in Accounting or related field
5+ years of public accounting audit and assurance experience
Experience managing engagements and client relationships
Strong knowledge of GAAP, GAAS, and financial reporting requirements
Excellent communication and leadership skills
Strong project management and organizational abilities

Nice To Haves

Specialized industry expertise
Nonprofit experience
Employee benefit plan experience
Strong business development capabilities

Responsibilities

Lead audit and assurance engagements from planning through completion
Manage engagement budgets, staffing, timelines, and deliverables
Review financial statements, workpapers, and engagement documentation
Ensure compliance with professional standards and firm quality requirements
Monitor engagement profitability and operational efficiency
Build and maintain strong client relationships
Serve as a trusted resource for business owners and management teams
Advise clients on accounting, reporting, and operational matters
Communicate engagement findings and improvement recommendations
Deliver exceptional client service throughout the year
Mentor, coach, and develop assurance staff and supervisors
Provide performance feedback and career guidance
Assist with recruiting, retention, and staff development initiatives
Foster a collaborative and high-performing team environment
Help build the next generation of firm leaders
Evaluate internal controls and reporting processes
Identify risks and opportunities for improvement
Assist clients with complex accounting and reporting issues
Support implementation of best practices for financial management
Provide practical recommendations that improve operations and reporting accuracy
Support firm growth initiatives and strategic priorities
Participate in professional organizations and community events
Assist with client retention and business development efforts
Strengthen the firm's presence in the marketplace
Contribute to thought leadership and training initiatives