Senior Associate Assurance & Advisory Services

Senior Associate

We are seeking a Senior Associate to join our Assurance & Advisory Services practice. This role is primarily focused on delivering high-quality assurance services to privately held companies across a variety of industries, while also providing value-added advisory insights to support our clients' growth and operational excellence.

The Senior Associate will lead audit engagements from planning through completion, supervise staff, and serve as a key day-to-day contact for client management.

Responsibilities

• Lead financial statement audits, reviews, compilations, and other assurance engagements for privately held companies.
• Manage all phases of engagements, including planning, risk assessment, fieldwork, and wrap-up.
• Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP.
• Perform and review testing of internal controls and substantive procedures in accordance with U.S. GAAS.
• Identify internal control deficiencies and prepare management letter comments and required communications.
• Ensure engagements are completed on time and within budget.
• Supervise, train, and mentor staff; review workpapers and provide constructive feedback.
• Serve as a primary liaison with client management, including owners, CFOs, and controllers.
• Develop practical recommendations to improve financial reporting processes and internal controls.
• Maintain strong client relationships and contribute to a collaborative team environment.

Qualifications

• Bachelor's or Master's degree in Accounting.
• Minimum of 3+ years of public accounting experience, with a strong focus on privately held companies.
• Experience leading audit engagements from planning through issuance.
• Strong technical knowledge of U.S. GAAP and U.S. GAAS.
• Experience preparing full financial statements and related disclosures.
• Demonstrated leadership and supervisory experience.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and competing priorities.
• CPA license preferred or actively pursuing certification