Senior External Auditor - Wealth & Asset Management (Busy Season)
Insight Global
Insight Global is seeking experienced External Auditors and Audit Managers to support Wealth Management and Asset Management engagements during the 2027 busy season. This is a fully remote consulting opportunity supporting one of the world's leading public accounting firms. Candidates with recent public accounting and external audit experience within the financial services industry are highly encouraged to apply. Responsibilities: Perform external audit procedures and testing Review financial statements and supporting documentation Partner with audit teams on client engagements Document findings and ensure compliance with audit standards Support wealth management and asset management clients during peak audit season Requirements: Bachelor's Degree in Accounting Recent External Audit experience Wealth Management or Asset Management experience Public Accounting experience Ability to work on a W2 basis Preferred Qualifications: Active CPA Big 4 experience Ability to attend client sites as needed Locations: New York, Chicago, Boston, Miami, Houston, Dallas, or San Francisco Contract Length: 4 Months
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Senior External Auditor - Wealth & Asset Management (Busy Season) in United States vacancy
- ...seeking an experienced Audit Manager to support Wealth Management and Asset Management client engagements during the busy season. This individual will... ...clients. Responsibilities Lead external audit engagements for... .... Mentor and support Senior Associates and other audit...Asset
Insight Global
United States3 days ago - ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager, Business Development to manage a portfolio of strategic wealth platform relationships, including wirehouses, private banks, and RIAs. You will drive long-term revenue...SeniorAsset
$120k - $150k
...doingThe Private Wealth Audit team... ...Private Wealth Management portfolio, including... ...banking. As a Senior Audit Manager,... ...relationships with business partners to... ...field.You're a seasoned audit professional... ...internal and external partners, and... ...licenses is an asset.You're able to...SeniorAssetFull timeRemote workShift work2 days per weekCIBC Bank
Chicago, IL2 days ago$225k - $275k
...DescriptionAres is seeking an accomplished Senior Human Resources Business Partner to support its Global Client Solutions (GCS) and Wealth Management Solutions (WMS) businesses. This role... ...leadership teams within alternative asset management, asset management, financial...SeniorAssetFull timeTemporary workWork experience placementWork at officeFlexible hoursAres Management
New York, NY4 days ago$175k - $200k
...services company with ~$100B in assets operating through 8 brands... ..., the Bank’s 500+ client managers and 200+ wealth advisors have vigorous... ...that banking is a “local” business, and that to be successful,... ...dedicated Wealth Management Senior Business Program Manager to...SeniorAssetWork experience placementWork at officeLocal areaFlexible hoursZions Bancorporation
Salt Lake City, UT1 day ago$97.3k - $178.3k
...00 - $178,300Job Function: Business ConsultingEmployer: EY Global... ...and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...meaningful relationships with senior stakeholders, inspire cross... ...expectation is for most people in external, client serving roles to...SeniorAssetSummer holidayFlexible hoursEY (Ernst & Young)
New York, NY1 day ago- 3-month busy season contract - Hybrid model - even one day a week is okay! JOB... ...leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming... ...This role is ideal for experienced external auditors who have worked with investment management...SeniorAssetContract work1 day per week
Insight Global
New York, NY3 days ago $175k - $225k
...Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management (AUM... ...for 1 (or more) Wealth Advisors to come in... ...Wealth Management. As a Senior Wealth Advisor, you... ...from, and support our seasoned Financial Advisors in...SeniorAssetFull timeWork at officeLocal areaRelocationSimplex
Macon, GA2 days ago$124.28k - $186.16k
...and other specific business and organizational... ...compliance risk management function. As part... ...industry standards. U.S. Wealth Compliance acts as... ..., custom credit, asset management,... ...Job Summary: The Senior Compliance Business... ...Compliance on internal or external committees...SeniorAssetFull timeWork experience placementLocal areaWork from homeFlexible hoursTD Bank
New Jersey21 hours ago$176.72k - $265.08k
...20.00 - $ 265,080.00Category: Business StrategyCompany: CitiThe Business Unit Group Manager is a senior-level position responsible for... ...These tasks may include managing external audits, business continuity... ...safeguarding Citigroup, its clients and assets, by driving compliance with...SeniorAssetFull timeContract workCitigroup
New York, NY4 days ago- ...Wealth Management, Institutional Investment Solutions, Senior Portfolio Manager New York, NY, United... ...Identification 210703816 Business Unit Asset & Wealth Management... ...global team of seasoned investment professionals... ...expertise and leading external managers. We...SeniorAssetFull timeWork at officeFlexible hours
Testing Site - JPMC
New York, NY2 days ago - ...hiring to join the growing Asset and Wealth Management AI Engineering team. We... ...opportunity to build cutting edge business solutions powered by AI.... ...will play a lead role as a seasoned member of our global AI... ...ability to communicate with senior technical and business partners...SeniorAsset
JPMorgan Chase & Co.
Jersey City, NJ4 days ago - ...Business Relationship ManagerJoin the... ...Business Relationship Manager is for you.As a... ...Manager Senior (Sr. BRM) in Business... ...across Branch, Wealth Management, Private Bank, Asset & Wealth... ...training; use seasoned judgment to provide... ...internally and externally; ability to influence...SeniorAssetWork experience placementWork at office
Chase
Columbus, OH2 days ago - ...Industry: Wealth Management / Financial Services Position... ...seeking a detail-oriented Senior Accountant to join a... .... Coordinate with external auditors, tax professionals,... ...teams to support business initiatives and reporting... ...management, asset management, or a related...SeniorAssetFull time
SpectrumCareers
Baltimore, MD1 day ago $120k - $215k
...WestJob Family Group:Wealth Sales &... ...families, and business owners across Canada... ..., Investment Management, Private Banking... ....The Senior Director, Business... ...(internal and external) communications... ...strategy. protect assets, and adhere to... ...industry regulations.Seasoned expert with...SeniorAssetFull timeContract workPart timeBMO Bank
Toronto, OH2 days ago$250k
...Job Description Senior Wealth Advisor \n Midtown Manhattan \n Boutique Wealth Advisory Firm... ...provide comprehensive financial planning and asset management. \n \n Not a sales role; no portable book of business required \n \n \n ~ Forward thinking culture...SeniorAssetLeah Yosef International
New York, NY21 days ago- ...J&T Business Consulting in Granger, IN seeks a Senior Investment Portfolio Strategist (Trust & Wealth Management) to join the executive team as VP – Portfolio Manager. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients...SeniorAsset
J&T Business Consulting
Granger, IN2 days ago $77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance... ...deepening your technical skills and business understanding. In this role at PwC,...SeniorAssetFull timeH1bPwC
Boston, MA4 days ago- ...The Director of Portfolio Management at Union Savings Bank - CT is a senior leadership role within the wealth management team. You will shape... ...philosophy, oversee asset allocation and equity strategies... ...relationships and supporting new business development. #J-18808-...SeniorAsset
Union Savings Bank
Darien, CT3 days ago - ...Business Relationship Manager Join the team providing financial... ...Manager Senior (Sr. BRM) in Business... ...networkspartnering across Branch, Wealth Management, Private Bank, Asset & Wealth... ...training; use seasoned judgment to... ..., internally and externally; ability to influence...SeniorAssetWork experience placementWork at office
- ...Asset And Wealth Management Tax Senior ManagerThe Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding... ...data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager,...SeniorAsset
PwC (US)
San Francisco, CA2 days ago - ...Entertainment Group is a renowned business management and family office firm... ...accounting, tax, tour management and wealth preservation strategy. We... ...assessing estate planning, assets purchases, and investments.... ...on various internal and external factors. This position is also...SeniorAssetWork at office
Tri Star Sports & Entertainment
Los Angeles, CA3 days ago - ...Gilbane Building in Sarasota, FL seeks a seasoned Business Controller to ensure timely, accurate BU financial reports and safeguard assets. You will partner with department heads to align overhead departments with the business's financials and lead regional office financial...SeniorAssetWork at office
Gilbane Building Company
Sarasota, FL2 days ago $77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on... ..., and strategy. You will help businesses navigate complex tax regulations...SeniorAssetFull timeH1bPwC
Charlotte, NC21 hours ago- ...PrairieView Wealth & Tax Advisors is a registered investment... ...planning, investment management, and tax work from one... ..., families, and business owners. The opportunity We are hiring one Senior Wealth Advisor for our... ...you will be measured New assets under management against...SeniorAssetFull timeWork at office
PrairieView Wealth & Tax Advisors
Chicago, IL2 days ago $10 per hour
...Business Relationship Manager Senior If you are customer focused, enjoy building relationships... ...with Private Bank, Asset Wealth Management, Middle Market... ...levels, internally and externally. Ability to influence... ...commercial credit training. Uses seasoned judgment to offer...SeniorAssetWork experience placementWork at office$77k - $214k
...Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide... ...filing tax returns, and assisting businesses in meeting their tax obligations while... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bPwC
Pittsburgh, PA3 days ago- ...Senior Wealth Advisor / Partner Multiple Markets | Growth Opportunities... ...-dollar independent wealth management firm seeking experienced... ...accelerating the next stage of their business. This opportunity... ...production and/or $50M+ in client assets ~8+ years of wealth...SeniorAssetFull timeFlexible hours
Next Level Recruiting, LLC
Chicago, IL3 days ago $124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal... ...filing tax returns, and assisting businesses in meeting their tax obligations.As...SeniorAssetFull timeH1bPwC
Sacramento, CA21 hours ago- ...Senior Wealth Manager Multi Family OfficeCharlottesville, VA Overview Multi-Billion AUM Independent... ...high net worth familiesAdvise on asset allocation and portfolio construction... ...financing, real estate, impact investing, business succession, bill pay, philanthropic advisory...SeniorAssetWork at office
Leah Yosef International
Charlottesville, VA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior External Auditor - Wealth & Asset Management (Busy Season). Be the first to apply!
Related searches
- external auditor United States
- senior associate vice president United States
- senior manager accounts payable United States
- senior cloud service delivery manager United States
- senior investment advisor United States
- senior financial controller United States
- senior c++ developer United States
- senior export manager United States
- senior packaging engineer United States
- senior service engineer United States