Senior Manager, Assurance - Private Equity

Forvis Mazars, LLP•Charlotte, NC

About The Position

The Senior Manager, Assurance - Private Equity manages assurance engagements and supports client relationships, business development, and the development of assurance professionals. The role involves planning and executing audits, coordinating fieldwork, ensuring timely completion, and adhering to professional standards and client expectations. It requires applying GAAP and researching complex accounting and audit matters, reviewing workpapers, identifying risks, and communicating findings through written reports and presentations to audit committees and boards. The Senior Manager also manages resources, budgets, and workflows; supports client growth and retention; mentors team members; maintains technical expertise through Continuing Professional Education; and represents the firm at industry and networking events. The role requires flexibility to travel for client engagements and internal meetings, which may involve overnight stays.

Requirements

Bachelor's degree in Accounting or a related field.
At least 7 years of relevant audit experience.
Current and valid Certified Public Accountant (CPA) license.
Proficiency in Microsoft Office Suite.
Flexibility to travel for client engagements and internal meetings; travel may include overnight stays.

Nice To Haves

Master's degree in a related field.
Experience with Caseware software for financial reporting and audit documentation.

Responsibilities

Manage the planning and execution of audit engagements, including fieldwork coordination, timely completion of procedures, and adherence to professional standards and client expectations.
Apply a strong understanding of GAAP to support accurate financial reporting, regulatory compliance, and identification of discrepancies or risks.
Research complex accounting and audit matters, apply findings to client engagements, and communicate conclusions through well-structured written reports.
Review audit workpapers for accuracy, completeness, and compliance with professional standards; identify risks and issues through thorough documentation and defensible support.
Lead presentations for audit committees and board meetings.
Promote client service excellence, responsiveness, quality, and long-term client relationships as a trusted advisor and strategic partner.
Support client growth and retention through strategic planning and business development.
Mentor and manage assurance professionals through coaching, performance feedback, and career development support.
Manage resources, budgets, and project workflows to resolve scheduling conflicts and deliver engagements on time and cost-effectively.
Maintain technical expertise through ongoing Continuing Professional Education and stay current with industry trends and regulatory changes.
Represent the firm at industry events and networking forums to enhance brand visibility and cultivate business opportunities.