Assurance Senior, Registered Funds

About the role

We are seeking an experienced Senior with a background in serving investment company clients to join our Assurance team. This role involves auditing engagements for financial industry clients, preparing and reviewing annual audit reports, and acting as a direct liaison with clients.

Responsibilities

• Audit engagements for financial industry clients, specifically mutual funds, exchange-trade funds, closed-end funds, and collective investment trusts
• Prepare and review of the annual audit reports
• Act as a direct liaison with the managers, audit staff, and other related parties
• Conduct audits and assist the client through the financial reporting process
• Train and support audit staff accountants through engagement

Requirements

• Bachelor's degree required
• 2-4 years of progressive audit experience in public accounting
• Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
• CPA license or working towards CPA required

Qualifications

• Commitment to a people-first culture where passion for service and expertise in accounting can make a meaningful impact
• Hybrid work environment

Benefits

• Inclusive, growth-oriented culture that fuels the success of our firm, our clients, and our people
• Comprehensive and competitive Total Rewards package
• Time off outside of standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources to tap into growth opportunities

Pay

Estimated Base Range: $70,000 - 100,000

Schedule

Hybrid work environment