Assurance Manager – Tax & Advisory Focus

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🔥 1 minute ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $135k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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Keystone CPAs

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

Finance • B2B

Keystone CPAs is a regional accounting and advisory firm that provides a range of financial services for both businesses and individuals. Their offerings include accounting and auditing, bookkeeping, payroll processing and compliance, tax preparation and audit representation, estate and gift tax planning, QuickBooks Online setup and training, business valuation and brokerage services, and wealth advisory services such as retirement planning, investment management, and legacy/estate planning. Keystone operates affiliated entities (Keystone CPAs, Keystone Business Brokerage, and Keystone Wealth Advisors) and also provides virtual accounting services across the United States.

📋 Description

• Lead financial statement audits, reviews, compilations, preparation engagements, and other financial reporting projects from planning through completion • Assume responsibility for engagement quality, execution, deadlines, and client communication • Review financial statements, disclosures, workpapers, and supporting documentation • Ensure compliance with GAAS, SSARS, U.S. GAAP, and professional standards • Identify, research, and resolve accounting and financial reporting matters • Communicate significant accounting, internal control, and financial reporting issues to clients and team members • Strengthen assurance methodology and quality-control processes • Review federal and state income tax returns when appropriate and prepare complex returns when warranted • Identify tax issues and planning opportunities arising through assurance and accounting engagements • Collaborate with tax professionals on complex tax matters • Serve as primary relationship manager for assigned assurance clients • Develop understanding of clients’ businesses, ownership structures, reporting needs, and objectives • Establish engagement expectations, timelines, responsibilities, deliverables, and deadlines • Plan and manage multiple engagements, including budgets, staffing, workflows, billing, and collections • Monitor engagement progress and review staff work • Supervise, coach, mentor, and develop assurance professionals • Participate in recruiting, interviewing, training, and professional-development programs • Improve engagement planning, documentation, review processes, templates, workflows, and technology • Identify opportunities for expanded assurance, advisory, and cross-service offerings • Contribute to recruiting, team development, practice growth, and strategic firm initiatives

🎯 Requirements

• Active CPA license • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent qualifications necessary for CPA licensure • 6+ years of recent public accounting experience, with significant experience in assurance • Experience managing financial statement audits, reviews, and compilations • Strong knowledge of U.S. GAAP, GAAS, and SSARS • Experience reviewing financial statements and related workpapers • Ability to research and resolve accounting and financial reporting issues • Experience supervising and developing professional staff • Experience managing client relationships and multiple concurrent engagements • Working knowledge of federal and state business and individual income taxation • Strong written and verbal communication skills • Ability to communicate technical accounting matters in clear, practical business terms • Strong organizational and project-management skills • Reliable high-speed internet • Dedicated professional workspace • Dual monitors • Professional, camera-ready workspace for client and team meetings • Ability to travel occasionally for client meetings, training, or firm events • Availability during normal Central Time business hours • Reasonable schedule flexibility to accommodate clients and team members in Pacific and Eastern Time Zones • Preferred: Current or recent public accounting Manager experience • Preferred: Experience reviewing business and individual tax returns • Preferred: Experience with agreed-upon procedures, internal-control assessments, or other special assurance engagements • Preferred: Experience improving assurance processes, methodologies, or engagement workflows • Preferred: Experience participating in recruiting, training, or practice development • Preferred: Experience working across multiple service areas within a public accounting firm • Preferred: Experience with CCH Axcess or similar professional accounting and tax technology

🏖️ Benefits

• Performance-based annual bonus opportunity • 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 technology • CPA 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 • Fully remote work arrangement • Occasional travel for client meetings, training, or firm events

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