EBP Assurance Manager

Smith + Howard Career•Atlanta, GA

About The Position

EBP Assurance Manager Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor. We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation’s top accounting firms. If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application. Summary In our Assurance Manager role, your primary focus will be on Employee Benefit Plan audits, while providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.

Requirements

Bachelor’s or master’s degree in accounting/finance or other relevant degree program
CPA license required
Five to twelve years of public accounting experience, preferred
Minimum two years previous supervisory experience
Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment

Responsibilities

Adhere to firm policy regarding client confidentiality.
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Lead and support audits for defined contribution pension plans, defined benefit pension plans, and health plans
Lead and oversee staff through compliance testing on various types of defined benefit plans
Coach and mentor others on how to anticipate, define, prioritize and solve problems.
Provide constructive feedback and encouragement to others.
Develop clear, understandable goals/priorities and persuasively communicates them to others.
Foster an environment for teamwork and collaboration.
Effectively explain information through formal presentations.
Plan, organize and use time effectively.
Supervise timely completion of projects according to job budgets and imposed deadlines.
Keep client service team informed as to status of work.
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Meet realization goals.
Responsible for staff realization.
Identify client issues and client service responsibilities.
Supervise staff including workpaper review as directed by partner.
Assist other members of the firm to satisfy clients.
Effectively communicate with clients as required.
Know services that S&H provides and actively pursue with clients’ potential needs for these services.
Gain client confidence through quality work and effective communication.
Coordinate services to clients as delegated.
Delegate as appropriate.
Communicate issues and solutions to clients.
Be main client contact for clients designated by partners.
Respond to client requests and complaints.
Coordinate client service fulfillment to other departments as necessary.
Initiate meeting with clients.