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Orion Placement

Senior Assurance Manager, CPA | Path to Equity Partner

charlotte, NC

Check who can apply and the requirements below before continuing.

About this opportunity

Orion Placement lists this Senior Assurance Manager, CPA | Path to Equity Partner opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Pay: $110,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

Join a respected public accounting team in a high-impact leadership role with a defined path to equity partnership in approximately 2 to 3 years

Build trusted, long-term relationships with business owners and executives while serving as a true strategic advisor

Lead a diverse mix of audit, review, compilation, financial reporting, advisory, and consulting engagements

Work closely with firm leadership and have meaningful influence on clients, staff development, and the future growth of the practice

Mentor talented professionals while expanding your own leadership, client management, and business development experience

Enjoy the stability of an established firm with the opportunity to shape your long-term career and ownership path

Location

Grand Rapids, Michigan. This is primarily an on-site leadership opportunity, with hybrid flexibility considered for the right candidate. Fully remote arrangements are not available.

Note

An active CPA license is required. Candidates should bring approximately 8 years of progressive accounting and financial leadership experience, including meaningful public accounting experience and a strong background in assurance engagements, client relationships, and team leadership.

About Us

We are an established West Michigan accounting and advisory firm serving privately held businesses, professionals, organizations, and their owners with assurance, tax, consulting, and strategic financial services. Our team values long-term client relationships, technical excellence, practical business advice, and a collaborative approach to serving clients. Confidential Employer.

Job Description

Lead audit, review, compilation, and other assurance engagements from planning through completion

Serve as a primary client relationship manager and trusted advisor to business owners and leadership teams

Review financial statements, engagement workpapers, and reporting for quality, accuracy, and compliance

Advise clients on financial reporting, internal controls, budgeting, forecasting, cash flow, operations, and business planning

Provide guidance on U.S. GAAP and professional accounting standards

Support tax planning and client tax consultation when appropriate

Manage multiple engagements, priorities, deadlines, and client expectations

Coach, mentor, and develop accounting professionals

Help transition and expand client relationships while contributing to business development

Partner with firm leadership on succession planning, ownership transitions, acquisitions, and other strategic client needs

Qualifications

Bachelor’s or master’s degree in accounting

Active CPA license required

8 years of progressive accounting and financial leadership experience

Meaningful public accounting experience with audit, review, compilation, tax, and/or advisory exposure

Strong knowledge of U.S. GAAP and professional standards

Proven client relationship, engagement management, and leadership skills

Experience with privately held businesses and employee benefit plans preferred

Ability to mentor staff and confidently advise business owners and senior leaders

Why You Will Love Working Here

This is an opportunity to move beyond simply managing engagements and become an influential leader with a genuine path to ownership. You will work directly with clients, partners, and developing professionals while helping shape relationships and decisions that have long-term impact. If you are looking for meaningful leadership responsibility, strong client interaction, professional autonomy, and the opportunity to progress toward equity partnership, this role offers an uncommon next step in public accounting.

JPC-2124

Benefits:

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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