Senior Associate – Assurance, Financial Services

Role Overview

• Prepare budgets for each engagement
• Run client engagements including pre-audit planning
• Review client accounting, operating procedures, and systems of internal control
• Conduct audit tests to verify fair representation of client financial statements
• Document workpapers and develop accounting worksheets
• Perform research on technical issues
• Review staff prepared workpapers and programs
• Identify issues and propose appropriate solutions
• Keep manager/partner informed on status of job
• Communicate with client to complete the audit timely
• Supervise, train and mentor staff during engagement
• Assess performance of staff for engagement evaluations

Requirements

• Bachelor’s degree in Accounting or equivalent field
• 2+ years of audit and/or assurance experience
• Experience with asset management clients
• CPA or parts passed towards completion
• Master’s degree in Accounting or equivalent field (preferred)

Benefits

• Flexibility to manage workdays
• Commitment to work/life balance
• Multiple top “Places to Work” awards