Assurance Manager- Construction & Real Estate

Overview

The organization is seeking an Assurance Manager to join a growing team working with clients in a variety of industries, with a primary focus on construction and real estate assurance engagements. This role will serve as a dedicated manager for the construction practice, partnering directly with the practice’s lead partner to build the team and expand the niche.

Responsibilities

• Manage assurance engagements, primarily for regional construction contractors and real estate entities, as required by bonding, lender, or other stakeholder requirements, including:
  • Lead teams in defining and developing assurance strategy and engagement plans
  • Monitor progress against engagement plans, budgets, and deadlines
  • Lead technical engagement areas, including job costing and related revenue recognition on long-term contracts
  • Review staff working papers
  • Manage day-to-day client relations
  • Present findings and recommendations to clients, including financial reporting needs for surety, bonding, and lending relationships
  • Prepare and issue review reports and financial statements in accordance with AICPA review standards (SSARS)
• Provide support on process improvements and team initiatives
• Serve as primary manager of the construction team, partnering with the practice’s lead partner to grow the niche, shape service offerings, and build staffing and training
• Coordinate with the tax team on shared construction and real estate clients and their owners to keep deadlines and information aligned (no tax preparation work is expected)
• Develop and maintain client relationships
• Supervise, mentor, train, and evaluate assurance staff
• Conduct periodic performance reviews and provide productive feedback
• Identify and foster business development opportunities within the regional construction and real estate community

Required Qualifications

• Certified Public Accountant
• Bachelor’s degree in accounting, finance, or related field
• 5+ years of public accounting experience performing and/or managing assurance engagements
• Hands-on experience performing and managing assurance engagements for for-profit clients
• Ability to effectively lead and be a member of a team, providing support, building and maintaining relationships, and communicating effectively
• Knowledge of US GAAP and AICPA standards for review engagements (SSARS) and attestation engagements
• Experience managing client relationships
• Demonstrates integrity and professionalism
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Excellent time management, project management, and organizational skills

Preferred Qualifications

• Construction industry experience preferred, particularly serving small to mid-sized regional contractors, subcontractors, and real estate entities
• Strong understanding of construction-specific accounting, including job costing and related contract-specific revenue recognition methods, AIA-style progress billing, and retainage
• Familiarity with surety, bonding, and lender reporting requirements common to contractors
• Experience with commercial and residential real estate entities
• Experience with construction accounting and job cost software
• Experience performing assurance engagements
• Ability and desire to help grow a niche practice, including training and developing staff on industry-specific work

Compensation & Benefits

• Health, Vision, Dental, and Voluntary Insurance options
• Competitive PTO Package
• 401(K) and Match
• Performance Bonus
• Career Advancement/Equity Opportunities for Entrepreneurial Employees

Location

Flexible/Hybrid Work Schedule