Assurance (Audit) Senior
$100k - $125kPeopleCaddie
Job Description: Senior Assurance Associate - Investment Company Industry
- Locations: Cleveland, OH; Chicago, IL; Milwaukee, WI; Philadelphia, PA; Denver, CO
- Work Model: Hybrid (2-3 days per week in-office)
- Compensation: $100,000-$125,000 base + bonus + comprehensive benefits (depending on experience)
Overview 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. Our assurance practice is widely known for its expertise and technical excellence, with a track record of delivering top-quality products and guidance to clients. The firm ranks among the largest registered funds auditors in the U.S. and is consistently recognized as an employer of choice. What's in It for You
- Competitive Compensation : $100,000-$125,000 base plus performance-based bonus (DOE)
- Hybrid Flexibility : Work 2-3 days per week in-office for collaboration, with the rest remote
- Full-Spectrum Benefits : Medical, dental, vision, disability, life insurance, parental leave, and pet insurance
- Financial Wellness Support : 401(k) match, retirement planning resources, HSAs/FSAs, legal and identity protection
- Career Growth Engine : Access to a robust learning platform, leadership training, and mentorship programs designed to get you to the next level
- Wellness and Work-Life Balance : "Pencils down" days, wellness programs, and firm-sponsored social events that make it easier to recharge
- Recognition That Matters : Corporate recognition programs, firmwide celebrations, and opportunities to showcase your work
- Inclusive, Impactful Culture : Active Inclusion & Equity initiatives, a Women's Leadership program, and a commitment to giving back
- Community Connection : Paid volunteer time and quarterly service events to make a real difference outside the office
Key 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
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
#PCFA #LI-Hybrid #Accounting #AuditJobs
Vacancy posted 1 day ago
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