Assurance Senior Associate

Wertz & Associates
  • Westlake, Ohio
    6 days ago

    Job Description

    Assurance Senior Associate

    Audit & Assurance | Client Advisory | Career Growth | Hybrid Flexibility

    Compensation: $75,000–$95,000 Base + Performance Bonus + CPA Support

    Location: Westlake, Ohio (Hybrid)

    Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Assurance Senior Associate to join its expanding Assurance team.

    This is an excellent opportunity for a public accounting professional who is ready to take on greater responsibility, lead engagement fieldwork, mentor junior staff, and gain meaningful exposure to a diverse client base while continuing to build a long-term career in public accounting.

    For more than 35 years, the firm has earned a reputation throughout Northeast Ohio for delivering exceptional client service while investing heavily in the development of its people. Employees enjoy direct access to firm leadership, mentorship, career advancement opportunities, and a collaborative culture that values both professional growth and personal well-being.

    If you're looking for a role that provides strong technical development, client exposure, leadership opportunities, and a clear path toward Assurance Supervisor and Manager-level responsibilities, we'd welcome a confidential conversation.

    Why This Opportunity Stands Out

    • $75,000–$95,000 base salary
    • Annual performance bonus opportunity
    • Hybrid work schedule
    • CPA reimbursement program
    • Strong mentorship and career development
    • Diverse client exposure
    • Direct interaction with business owners and management teams
    • Opportunity to lead engagements and mentor staff
    • Collaborative and family-oriented culture
    • Clear advancement path into Assurance leadership

    Exceptional candidates with advanced audit experience, industry specialization, CPA licensure, or prior supervisory experience may be considered above the posted compensation range.

    About the Firm

    For more than three decades, our client has served privately held businesses, nonprofits, entrepreneurs, professional service firms, manufacturers, real estate companies, and family-owned organizations throughout Northeast Ohio.

    The firm provides:

    • Audit & Assurance Services
    • Reviews & Compilations
    • Tax Planning & Compliance
    • Client Advisory Services
    • Business Consulting
    • Valuation Services
    • Outsourced Accounting
    • Strategic Growth Advisory

    Unlike larger firms, professionals are given meaningful opportunities to work directly with clients and gain exposure to a wide variety of industries and engagement types.

    The Opportunity

    As an Assurance Senior Associate, you'll play a key role in planning and executing assurance engagements while working closely with managers, directors, and partners.

    You'll gain valuable experience in:

    • Financial Statement Audits
    • Reviews & Compilations
    • Financial Reporting
    • Internal Controls
    • Risk Assessment
    • GAAP Compliance
    • Client Advisory Services
    • Staff Development & Mentorship

    This role is designed for professionals who want to continue developing technically while building the leadership skills needed for future advancement.

    Key Responsibilities

    Audit & Assurance Engagements

    • Perform and supervise audit, review, and compilation engagements
    • Assist clients with financial reporting and compliance requirements
    • Prepare and review workpapers and engagement documentation
    • Analyze financial statements and supporting schedules
    • Ensure engagements are completed accurately, efficiently, and in accordance with professional standards

    Financial Reporting & Technical Development

    • Develop advanced knowledge of GAAP and financial reporting requirements
    • Apply cash, tax, and other special-purpose accounting frameworks
    • Stay current with new accounting and auditing standards
    • Maintain familiarity with updates from FASB and the AICPA
    • Research technical accounting issues and communicate conclusions effectively

    Client Service & Advisory

    • Interact directly with client personnel and management
    • Assist clients in improving accounting processes and reporting procedures
    • Build strong working relationships with clients
    • Deliver timely, responsive, and professional service

    Leadership & Team Development

    • Supervise and mentor junior staff accountants
    • Review staff work and provide constructive feedback
    • Assist with training and professional development efforts
    • Help develop future leaders within the Assurance practice
    • Lead portions of engagements and coordinate workflow with engagement teams

    Qualifications

    Required

    • Bachelor's Degree in Accounting, Finance, or related field
    • CPA or CPA Candidate
    • 2–4 years of public accounting experience
    • Audit, review, or compilation experience
    • Strong communication and interpersonal skills
    • Strong analytical and organizational abilities
    • Experience working within deadlines and managing multiple priorities

      Who Thrives Here?

      The ideal candidate:

      • Enjoys working directly with clients
      • Wants leadership opportunities early in their career
      • Is motivated to complete or maintain their CPA
      • Enjoys problem-solving and financial analysis
      • Takes pride in delivering high-quality work
      • Values mentorship and continuous learning
      • Wants a long-term path in public accounting

      Benefits

      • Competitive compensation package
      • Annual performance bonus opportunities
      • Hybrid work schedule
      • CPA reimbursement program
      • 401(k) with company contribution
      • Paid holidays
      • Generous paid time off
      • Continuing education support
      • Professional development opportunities
      • Mentorship and leadership development programs
      • Professional denim dress code
      • Strong work-life balance culture

      What Makes This Opportunity Unique?

      Many Assurance Senior positions focus solely on compliance and execution.

      This opportunity provides a broader platform for growth.

      You'll gain direct client exposure, leadership responsibilities, mentorship opportunities, and meaningful involvement in engagements while working alongside experienced managers, directors, and partners. The firm's commitment to development allows ambitious professionals to accelerate both their technical and leadership growth.

      About Our Client

      Our client is a well-established public accounting and advisory firm that has spent more than 35 years helping businesses and individuals achieve long-term success. The firm has built its reputation through exceptional client service, technical excellence, and a strong commitment to employee development.

      As the organization continues to grow, they are seeking professionals who are passionate about client service, collaboration, leadership, and building rewarding long-term careers in public accounting.

      If you're an Audit or Assurance professional looking to expand your responsibilities, develop stronger client relationships, and accelerate your career within a highly respected CPA firm, we'd love to speak with you confidentially.

      Numbers & Facts

      LocationWestlake, Ohio
      Websitehttps://wertzandassoc.com/

      Skills

      • Accountingunmatched
      • Accounting Policiesunmatched
      • American Institute of Certified Public Accountants (AICPA)unmatched
      • Analysis Skillsunmatched
      • Auditingunmatched
      • Career Developmentunmatched
      • Certified Public Accountant (CPA)unmatched
      • Communication Skillsunmatched
      • Consultingunmatched
      • Customer Relationsunmatched
      • Customer Support/Serviceunmatched
      • Documentationunmatched
      • Entrepreneurshipunmatched
      • Financeunmatched
      • Financial Accounting Standards Board (FASB)unmatched
      • Financial Analysisunmatched
      • Financial Auditunmatched
      • Financial Reportingunmatched
      • Financial Statementsunmatched
      • Generally Accepted Accounting Principles (GAAP)unmatched
      • Interpersonal Skillsunmatched
      • Leadershipunmatched
      • Mentoringunmatched
      • Multitaskingunmatched
      • Nonprofitunmatched
      • Organizational Skillsunmatched
      • Outsourcingunmatched
      • People Managementunmatched
      • Performance Reviewsunmatched
      • Problem Solving Skillsunmatched
      • Process Improvementunmatched
      • Professional Servicesunmatched
      • Public Accountingunmatched
      • Real Estateunmatched
      • Regulatory Complianceunmatched
      • Reimbursementunmatched
      • Risk Analysisunmatched
      • Sales Managementunmatched
      • Staff Developmentunmatched
      • Tax Planningunmatched
      • Tax Regulationsunmatched
      • Team Buildingunmatched
      • Team Playerunmatched
      • Technical Accountingunmatched
      • Technical Researchunmatched
      • Time Managementunmatched
      • Workpaper Preparationunmatched

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