Assurance Manager - Toledo

GBQ Partners

GBQ Partners

Sylvania, OH, USA
Posted on Friday, March 15, 2024

The Assurance Manager will actively lead audit, review, and other assurance projects including planning, fieldwork, and wrap-up of all engagements. Lead engagement teams and manage client relationships including having responsibility for day-to-day client contact. Assist firm leadership in identifying new work and assist in obtaining new engagements. Create plans and budgets for audit and other assurance programs and ensure completion of engagements within a defined timeline. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.


  • Oversee all aspects of audits, reviews, and other assurance engagements
  • Develop programs, plans, and approaches for assigned client engagements
  • Supervise and review all work of seniors, staff, and interns on assigned client engagements
  • Responsible for supervising, mentoring training and supporting the development of seniors, staff, and interns
  • Communicate status of work, problems, and findings to both internal GBQ management and clients
  • Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified
  • Review engagement profitability and prepare and analyze monthly billing for assigned engagements
  • Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings


  • Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline
  • Achieve charge hour budget and meet hour expectations established by the firm
  • Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by the firm
  • Prioritize and manage multiple engagements and tasks
  • Participate in and lead “approved” non-client initiatives to improve firm administration
  • Assist in establishing and implementing policies that improve department efficiencies
  • Consistently utilize all firm and department software efficiently

Practice Growth:

  • Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
  • Demonstrate strong leadership skills while completing client work and firm-related projects
  • Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements
  • Participate in and lead public speaking engagements and presentations
  • Demonstrate excellent written and verbal communication skills

Client Focus:

  • Demonstrate strong analytical skills and deep knowledge of technical concepts
  • Demonstrate excellent judgment to identify and mitigate risks
  • Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio
  • Coordinate and collaborate with the team, other firm associates and client personnel to ensure the efficient flow of data, information, and financial issues, risks, and recommendations
  • Identify and present operational and financial improvement opportunities for clients served
  • Demonstrate appropriate understanding of client’s business, industry an, resources available to provide value to clients
  • Identify complex issues and perform complex technical research to make recommendations to firm and client leadership

Brand Culture/Development:

  • Exemplify Brand Attributes of the Firm and promote a positive work environment for team members
  • Support and ensure adherence to all administrative policies and procedures of the firm
  • Demonstrate an ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders
  • Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills
  • Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in the development of associates

Work Experience and Education:

  • BA or BS in accounting or a related field
  • Must be a CPA
  • Strong proficiency with PC and software packages utilized by Assurance Department
  • Approximately 5-7 years of financial audit experience in public accounting

Organizational Relationships:

  • Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process
  • Responsible for the co-management and supervision of the Assurance Department staff numbering more than 35 people

Special Requirements:

  • Reliable transportation for on-site client work
  • Ability to work evenings and weekends based on time of year and client demands