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Wertz & Associates

Assurance Manager, CPA

town of brookfield, WI

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About this opportunity

Wertz & Associates lists this Assurance Manager, CPA opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Assurance Manager, CPA

Audit & Assurance Leadership | Client Advisory | Team Development | Great Place to Work®

Compensation: $120,000–$160,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, Wisconsin (Hybrid)

Schedule: Flexible Hybrid

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work® , is seeking an experienced Assurance Manager to join its growing Assurance practice in Brookfield.

This is more than a traditional audit management role.

It's an opportunity to lead complex assurance engagements, develop high-performing teams, build trusted client relationships, and play a key role in the continued growth of a highly respected professional services firm. You'll work closely with firm leadership while helping clients navigate financial reporting, compliance, risk management, and business challenges.

If you're looking for a leadership opportunity that combines technical expertise, client advisory responsibilities, mentoring, and long-term career advancement, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

$120,000–$160,000 base salary

Annual performance bonus opportunities

Profit-sharing program

Hybrid work flexibility

Summer Fridays off

Lifestyle Spending Account

Multiple healthcare plan options

Leadership role within a growing assurance practice

Strong mentorship and professional development programs

Direct access to firm leadership

Clear path toward Senior Manager and Principal-level opportunities

Great Place to Work® certified culture

Exceptional candidates with specialized industry expertise, nonprofit experience, employee benefit plan experience, or strong business development capabilities may be considered above the posted compensation range.

About the Firm

Our client is a premier accounting, consulting, and advisory firm serving businesses, nonprofit organizations, entrepreneurs, and closely held companies throughout Wisconsin and beyond.

The firm provides a full range of services including:

Audit & Assurance

Tax Planning & Compliance

Business Consulting

Client Accounting Services

Wealth Advisory

Strategic Advisory Services

The organization has built a strong reputation for technical excellence, client service, and creating meaningful career opportunities for accounting professionals.

The Opportunity

As an Assurance Manager, you'll serve as a trusted advisor to clients while leading engagement teams and helping drive the continued success of the Assurance practice.

You'll gain substantial exposure to:

Financial Statement Audits

Reviews & Compilations

Internal Controls Assessments

Risk Evaluation & Advisory

Financial Reporting

Client Relationship Management

Staff Development & Mentorship

Practice Growth Initiatives

Leadership Development

This role offers an ideal combination of technical assurance work, leadership responsibilities, and client-facing advisory services.

Key Responsibilities

Assurance Engagement Leadership

Lead audit and assurance engagements from planning through completion

Manage engagement budgets, staffing, timelines, and deliverables

Review financial statements, workpapers, and engagement documentation

Ensure compliance with professional standards and firm quality requirements

Monitor engagement profitability and operational efficiency

Client Advisory & Relationship Management

Build and maintain strong client relationships

Serve as a trusted resource for business owners and management teams

Advise clients on accounting, reporting, and operational matters

Communicate engagement findings and improvement recommendations

Deliver exceptional client service throughout the year

Leadership & Team Development

Mentor, coach, and develop assurance staff and supervisors

Provide performance feedback and career guidance

Assist with recruiting, retention, and staff development initiatives

Foster a collaborative and high-performing team environment

Help build the next generation of firm leaders

Risk Assessment & Financial Reporting

Evaluate internal controls and reporting processes

Identify risks and opportunities for improvement

Assist clients with complex accounting and reporting issues

Support implementation of best practices for financial management

Provide practical recommendations that improve operations and reporting accuracy

Practice Growth & Community Involvement

Support firm growth initiatives and strategic priorities

Participate in professional organizations and community events

Assist with client retention and business development efforts

Strengthen the firm's presence in the marketplace

Contribute to thought leadership and training initiatives

Qualifications

Required

Active CPA license

Bachelor's Degree in Accounting or related field

5+ years of public accounting audit and assurance experience

Experience managing engagements and client relationships

Strong knowledge of GAAP, GAAS, and financial reporting requirements

Excellent communication and leadership skills

Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

Enjoys leading and developing people

Wants meaningful influence within a growing firm

Builds strong client relationships naturally

Takes pride in delivering exceptional client service

Enjoys solving complex accounting challenges

Values professional development and continuous learning

Seeks a long-term leadership career in public accounting

Benefits

Competitive compensation package

Performance-based bonus opportunities

Profit-sharing program

Lifestyle Spending Account

Comprehensive healthcare options

Retirement savings programs

Paid time off and holidays

Summer Fridays off

Continuing education support

Leadership development opportunities

Mentorship and career coaching

Great Place to Work® culture

What Makes This Opportunity Different?

Many Assurance Manager roles focus solely on engagement oversight.

This opportunity offers the ability to become a true leader within the firm.

You'll help shape client relationships, mentor future leaders, contribute to strategic initiatives, and play a visible role in the continued growth of a highly respected advisory practice. The firm's culture emphasizes professional growth, collaboration, flexibility, and long-term success, creating an environment where talented professionals can thrive.

About Our Client

Our client is a growing professional services firm recognized for exceptional client service, strong employee development programs, and an award-winning workplace culture. Through investment in its people, technology, and client relationships, the firm has become a destination employer for professionals seeking challenging work, advancement opportunities, and meaningful impact.

Employees benefit from leadership accessibility, sophisticated client engagements, ongoing professional development, and a culture that genuinely values both career achievement and personal well-being.

If you're an Audit Supervisor, Audit Manager, or Assurance professional seeking greater leadership responsibility, sophisticated client work, and a clear path toward senior leadership, we'd love to speak with you confidentially.

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Who can apply

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