Assurance (Audit) Senior

About the role

A nationally recognized public accounting firm is seeking an experienced Senior Assurance Associate with a background serving clients in the investment company industry. This is an opportunity to work in a people-first culture that values collaboration, inclusion, and career growth.

Responsibilities

• Lead audit engagements for financial industry clients, including mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.
• Prepare and review annual audit reports, serving as a direct liaison with managers, audit staff, and other stakeholders.
• Guide clients through the financial reporting process with clear, actionable advice.
• Train, mentor, and support audit staff throughout engagements.

Requirements

• Bachelor’s degree in accounting or related field.
• Active CPA license required.
• 3+ years of progressive audit experience in public accounting.
• Completion of at least three audit busy seasons.
• Direct experience with investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) required.

Qualifications

• Bachelor’s degree in accounting or related field.
• Active CPA license required.
• 3+ years of progressive audit experience in public accounting.
• Completion of at least three audit busy seasons.
• Direct experience with investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) required.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.
• Experience with audit software and tools.

Benefits

• Full-spectrum benefits package including medical, dental, vision, disability, life insurance, parental leave, and pet insurance.
• Financial wellness support such as 401(k) match, retirement planning resources, HSAs/FSAs, and legal and identity protection.
• Career growth engine with access to a robust learning platform, leadership training, and mentorship programs.
• Recognition that matters through corporate recognition programs, firmwide celebrations, and opportunities to showcase your work.
• Wellness and work-life balance with “pencils down” days, wellness programs, and firm-sponsored social events.
• Inclusive, impactful culture with active Inclusion & Equity initiatives, a Women’s Leadership program, and a commitment to giving back.
• Community connection with paid volunteer time and quarterly service events.

Pay

$100,000–$125,000 base plus performance-based bonus (DOE).

Schedule

Hybrid model: Work 2–3 days per week in-office for collaboration, with the rest remote.