Assurance Manager, Registered Funds

About the role

Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We’ve been named the 3rd largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced manager with a background in the serving investment company industry clients to join our team.

Responsibilities

• Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
• Assume full responsibility for planning, supervising, and completing projects
• Manage day-to-day client relationships
• Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
• Balance and effectively deliver on multiple projects under restrictive time constraints
• Develop an understanding of client’s business and industry and routinely seek information from the client regarding their needs and concerns
• Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients

Requirements

• Bachelor's degree required
• Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
• 4-6 years of progressive audit experience in public accounting
• CPA license required

Qualifications

Commitment to a hybrid work environment

Benefits

Comprehensive and competitive Total Rewards package, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Pay

Estimated Base Range: $85,000 - 125,000

Schedule

Hybrid work environment