Assurance Manager - Tax & Advisory Focus
keystone cpasDenver, CO
$135,000 - $180,000 per year
Apply now (opens in a new tab)Assurance Manager - Tax & Advisory Focus
L7
keystone cpasDenver, COyesterday
$135,000 - $180,000 per year
Industries
Other Accounting ServicesOffices of Certified Public AccountantsOther Management Consulting ServicesAssurance Manager At Keystone CPAs, we believe our best professionals do more than complete engagements—they understand the client's business and become trusted advisors. We are seeking an experienced Assurance Manager with a strong understanding of tax to lead financial statement audits, reviews, compilations, and other financial reporting engagements while helping clients understand how accounting, tax, and broader business decisions fit together. This is first and foremost an assurance leadership role. We are not looking for a tax manager who occasionally works on financial statements. We are looking for an experienced assurance professional who can independently lead financial statement engagements, develop staff, maintain high professional standards, and communicate effectively with business owners and executives. At the same time, the ideal candidate understands tax well enough to see the entire client relationship—not simply the financial statement engagement. The Assurance Manager will take primary responsibility for financial statement engagements from planning through completion. You will work directly with clients, manage engagement teams, review workpapers and financial statements, resolve accounting and reporting issues, maintain quality and professional standards, and develop the professionals working with you. You will also play an important role in strengthening and expanding Keystone's assurance capabilities, including improving processes, engagement quality, documentation, technology, training, and consistency across the practice. This role is well suited for an experienced public accounting professional who enjoys: Leading assurance engagements Solving accounting and financial reporting issues Working directly with clients Coaching and developing staff Understanding the client's overall business Identifying opportunities to provide additional value Helping build and improve a growing practice
Responsibilities will include:
Manage financial statement audits, reviews, compilations, preparation engagements, and other financial reporting projects from planning through completion.
Assume primary responsibility for engagement quality, execution, deadlines, and client communication.
Review financial statements, disclosures, workpapers, and supporting documentation for accuracy, completeness, and appropriate presentation.
Ensure engagements comply with applicable professional and financial reporting standards, including GAAS, SSARS, and U.S. GAAP.Identify, research, and resolve accounting and financial reporting matters.
Communicate significant accounting, internal control, and financial reporting issues clearly to clients and team members.
Ensure engagement documentation meets firm and professional standards.
Work with firm leadership to continually strengthen Keystone's assurance methodology and quality-control processes.
This is not primarily a tax-production role. However, the Assurance Manager should be sufficiently experienced in tax to understand how financial reporting and tax issues intersect.
Responsibilities will include:
Review federal and state income tax returns for business and individual clients when appropriate.
Prepare complex returns when circumstances warrant, rather than serving primarily as a routine tax preparer.
Identify tax issues and planning opportunities that arise through assurance and accounting engagements.
Understand the relationship between book and tax reporting.
Collaborate with Keystone's tax professionals on complex tax matters.
Help clients understand how financial reporting, tax planning, ownership decisions, transactions, and broader business decisions affect one another.
Identify situations where other Keystone specialists can provide meaningful value to the client.
We do not expect this person to be Keystone's most technical tax specialist.
We do expect this person to understand tax well enough to recognize issues, ask the right questions, communicate intelligently with clients, and coordinate with our tax professionals when deeper expertise is needed.
The Assurance Manager will serve as the primary relationship manager for assigned assurance clients.
Responsibilities will include:
Develop a comprehensive understanding of each client's business, ownership structure, financial reporting needs, and objectives.
Build trusted relationships with business owners, executives, controllers, and other client personnel.
Establish clear expectations regarding engagement timing, responsibilities, deliverables, and deadlines.
Communicate findings and recommendations in practical business terms.
Be responsive and proactive in client communication.
Look beyond the immediate engagement to identify issues and opportunities that may affect the client.
Introduce clients to other Keystone professionals when additional tax, accounting, wealth, transaction, or advisory expertise would be beneficial.
Plan and manage multiple engagements while balancing deadlines, quality, profitability, and available team capacity.
Responsibilities will include:
Establish engagement budgets, timelines, staffing plans, and deliverables.
Assign work appropriately based on team member experience and development needs.
Monitor engagement progress and address issues before they become deadline problems.
Review staff work promptly and provide clear, actionable feedback.
Maintain organized engagement documentation.
Manage engagement economics, including budget-to-actual performance, realization, billing, and collections as appropriate.
Create accountability for both quality and timely completion.
Supervise, coach, and mentor professionals assigned to assurance engagements.
Responsibilities will include:
Provide technical guidance and practical feedback.
Help professionals understand not only what work needs to be completed, but why it matters.
Develop staff judgment and client communication skills.
Delegate effectively while maintaining appropriate supervision and review.
Help identify training and development needs.
Participate in recruiting and interviewing as the practice grows.
Foster a culture of accountability, collaboration, professional growth, and continuous improvement.
This position will have an opportunity to materially influence the future of Keystone's assurance practice.
Responsibilities will include:
Help strengthen and standardize Keystone's approach to audits, reviews, compilations, agreed-upon procedures, internal-control assessments, and special assurance projects.
Improve engagement planning, documentation, review processes, templates, and workflows.
Identify opportunities to use technology to improve both engagement quality and efficiency.
Help establish consistent quality expectations across assurance engagements.
Participate in developing internal training and professional-development programs.
Collaborate with tax and accounting leadership to improve coordination across service lines.
Identify opportunities for new or expanded assurance and advisory services.
Contribute to recruiting, team development, and long-term practice growth.
We are looking for an experienced public accounting professional who has built their career primarily in assurance but has retained a solid understanding of tax and the broader needs of closely held businesses and their owners.
The ideal candidate is technically strong but also practical.
You should be comfortable moving between technical accounting issues, engagement management, staff development, and direct conversations with clients.
You should enjoy both the technical and relationship sides of public accounting.
Most importantly, you should want to help improve and build a practice—not simply inherit a portfolio of engagements.
Base Salary:
$135,000–$180,000 annually, depending on experience and demonstrated capabilities. The position also includes a performance-based annual bonus opportunity. Keystone offers a comprehensive benefits package that includes: Medical, dental, and vision insurance Company-paid life insurance 401(k) retirement plan with company match Paid Time Off and paid holidays Company-issued laptop and technologyCPA licensing and professional membership reimbursement Continuing Professional Education support Leadership development and mentoring Opportunities for professional advancement Collaborative, team-oriented culture Direct interaction with firm leadership This is a fully remote U.S.-based position, with a preference for candidates located in Texas or the Central Time Zone. The position will generally operate on Central Time business hours. However, Keystone serves clients and has team members across the country, so candidates must have reasonable flexibility to collaborate with colleagues and clients operating in both Pacific and Eastern Time Zones. This does not mean routinely working from early Eastern Time through late Pacific Time. It does mean being willing to adjust your schedule when client needs, deadlines, meetings, or team collaboration require it
Apply now (opens in a new tab)
Level
ManagerL7
Salary
$135,000 - $180,000 per year
Location
Denver, CO
Occupation
Accountants and Auditors
Industry
Other Accounting Services
Posted
yesterday
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