Remote Asset Wealth Audit Lead (CPA)
TEKsystems
TEKsystems is seeking an Asset Wealth Management (AWM) Assurance Manager to provide audit and business advisory services to diverse clients, from fast-growing to large entities. A CPA is preferred, with at least 5 years of experience in external audit within the AWM sector. The role is contract-based and fully remote, with a Dallas, TX base noted for scheduling. The ideal candidate will possess strong knowledge of US GAAP/GAAS and PCAOB standards, and demonstrate leadership and collaboration #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote Asset Wealth Audit Lead (CPA) in Dallas, TX vacancy
$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides independent... .... In this role, you'll lead complex audits, provide strategic... ...site, while other days will be remote.How you'll succeedAudit... ...relevant securities licenses is an asset.You're able to travel. This...Remote workAssetFull timeShift work2 days per weekCIBC Bank
Chicago, IL4 days ago- ...Asset Wealth Management (AWM) Associates is seeking an Auditor to deliver assurance services and... ...AWM sector. The role emphasizes external audit experience, leadership in project teams,... ...analytics and digitization to add client value. CPA preferred and Big 4 background...Remote workAssetContract work
TEKsystems
Atlanta, GA3 days ago - ...TEKsystems is seeking a Senior Associate Audit in Asset & Wealth Management for a fully remote contract role in the United States. The ideal candidate has at... ...grounding in U.S. GAAP, GAAS, and PCAOB standards. You will lead audits for asset and wealth management clients,...Remote workAssetContract work
TEKsystems
New York, NY4 days ago - ...Financial Planner holding both CFP®/PFS™ and CPA designations for a remote career opportunity. As a key... ...short‑term security and long‑term wealth accumulation. Reporting to the Senior... ...planning. Evaluate/refine asset allocations to ensure the investment...Remote workAssetTemporary workWork at office
Aurelius Family Office
Bedford, NH4 days ago - ...Kforce Inc. is seeking an experienced Audit Manager to lead external audits for Asset & Wealth Management clients. The role requires CPA certification and deep knowledge of U.S. GAAP, GAAS, and PCAOB standards. You will oversee engagement teams, manage risks, and deliver...Asset
Kforce
New York, NY4 days ago - ...S. Piper Staffing LLC in Tampa, FL seeks a Financial Advisor (CFP®, CPA, CFA, or JD) to serve high-net-worth clients with $3M+ in assets, delivering comprehensive guidance across wealth management, investment strategy, tax planning, retirement, and estate planning. The...Asset
S Piper Staffing LLC
Tampa, FL2 days ago $105k - $125k
...healthcare premium coverage and remote and flexible work schedule.... ...Financial Planning & Tax Analyst (CPA) to play a key role in... ...including all planning modules and asset allocation recommendations.... ...experience in financial services, wealth management, or insurance. ~...Remote workAssetFull timeWork at officeHome officeFlexible hoursCMC Recruiting
United States3 days ago- ...JPMorganChase in Jersey City, NJ, seeks an Internal Audit Analytics Solutions Manager to lead data analytics initiatives for Asset & Wealth Management. This role focuses on testing controls, building scalable analytics, and enabling data-driven insights across the audit...Asset
Testing Site - JPMC
Jersey City, NJ11 hours ago - Overview The Wealth Management Portfolio Manager is responsible... ...position has responsibility for leading the development of the... ...portfolios to maintain optimal asset allocation.Complete investment... ...checkThis is a full-time, non-remote positionFLSA Status: ExemptReady...Remote workAssetFull timeLocal area
United Community Bank
Atlanta, GA1 day ago - ...Empower is seeking a Wealth Solutions Advisor to work remotely with individual consumers in our Investor Services segment. You will guide clients through goal-based planning, consolidating outside assets, and delivering value with Empower products and services. Requires...Remote workAsset
Empower Careers
Corpus Christi, TX3 days ago - ...BakerAvenue is a wealth management firm seeking a Wealth Advisor, Managing Director to join our remote team based in Florida. The role focuses on delivering comprehensive wealth... ...tailored strategies, engage in risk-aligned asset allocations, and coordinate with Fidelity...Remote workAsset
Baker Avenue
Naples, FL5 days ago - ...seasoned Financial Advisor & Planner to manage a book of Personal Wealth clients enrolled in Premier and brokerage programs. You will... ...financial planning and responsive client service to drive retention and asset growth. The role emphasizes client satisfaction, retention, and...Remote workAsset
Empower Retirement
Greenwood Village, CO4 days ago - ...Empower Careers is seeking a Wealth Solutions Advisor to work with individual clients in our Investor Services... ...help document and meet financial goals, consolidate assets, and deliver holistic planning using leading tools. This role emphasizes outside asset opportunities...Remote workAsset
Empower Careers
United States4 days ago - ...Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance... ...and engage with customers virtually to determine investment needs, recommend strategies, and grow client assets #J-18808-LjbffrRemote workAsset
Citizens Bank
East Amherst, NY3 days ago - Fifth Third Bank, National Association is seeking a Wealth & Asset Management Talent Acquisition Consultant II to lead recruiting strategy for exempt roles and partner with senior leaders to build a top-tier workforce. You will develop proactive sourcing pipelines, guide...Remote jobAsset
- ...Empower Careers is seeking a Wealth Solutions Advisor for a fully remote role across the United States. You will help clients document and meet financial goals, consolidating assets with Empower while leveraging licensing and industry tools. The role does not manage a...Remote workAsset
Empower Careers
Atlanta, GA4 days ago - ...Empower is hiring a Wealth Solutions Advisor to work with individual investors in the Investor Services segment... ...clients document and meet financial goals through asset consolidation with Empower. The position offers remote nationwide work with incentives on top of base pay...Remote workAsset
Empower Careers
Saint Louis, MO4 days ago $135k - $150k
...Tax Manager - Wealth Management# Tax Manager - Wealth Management## OverviewSalary Range$... ...comprehensive financial plans for clients with assets of $1mm+. Duties and Responsibilities *... ...assigned**This role is designated as a remote position for candidates located in...Remote workAssetTemporary workWork at officeImmediate startFlexible hoursEP Wealth Advisors
Washington, UT2 days ago- ...advisors, the full-time California Licensed Wealth Consultant will assess business... ...performance and develop actionable plans to drive asset growth and productivity Deliver consulting... ...service models, and operational efficiency Lead regular business reviews with advisors to...Remote workAssetFull time
Virtual Vocations Inc
United States4 days ago $100k - $200k
...BSE: 507685, NSE: WIPRO) is a leading technology services and... ...a next-generation AI-powered Wealth & Investment Management Platform... ...Understand private banks, wealth/asset managers, family offices,... ...human oversight, explainability, auditability, privacy, security and...Remote workAssetMinimum wageLocal areaWipro Ltd.
Franklin, TN2 days ago$175k - $185k
...Job Title: Controller (CPA Required) Location: Methuen... ...3 days onsite / 2 days remote, once established)... ...like you connect with leading employers nationwide. As... ...reporting, grants accounting, audit coordination,... ...payroll accounting, fixed assets, grants accounting, cash...Remote workAssetBank staffWork at officeHV Talent Group
Massachusetts1 day ago- ...Blue Owl is seeking a Senior Market Leader to drive Private Wealth capital-raising and client relationships across the Northeast market... ...manage the full lifecycle from prospecting to onboarding, raising assets across Blue Owl’s investment suite. You will engage advisors...Remote workAsset
Blue Owl Capital
United States3 days ago - ...client relationships? As a Wealth Management Private... ...Drive Results: Acquire new assets and expand relationships... ...targets. Team Coordination: Lead a team of wealth... ...Designations CFP, CFA, CPA, and/or JD. Life and Health... ...This is a full-time, non-remote position FLSA Status Exempt...Remote workAssetFull timeLocal area
United Community Services
Huntsville, AL4 days ago - ...Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. The Senior Account Executive will own the full sales lifecycle, cultivate executive...Remote workAsset
FormativGroup, LLC
Manchester, NH3 days ago $83.2k - $93.6k
...we’re seeking an exceptional CPA to join our accounting team as... ...reports. *This role is open to remote work (US only) or on-site at... ...and expenses Maintain fixed asset records and reconcile capital... ...regulations Assist with external audits and tax filings, providing...Remote workAssetHourly payFull timeTemporary workPart timeWork at officeLocal areaWork from homeFlexible hours- ...FormativGroup is seeking an accomplished Salesforce-focused Account Executive in a remote role to accelerate bookings and expand strategic accounts in Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, develop executive relationships...Remote workAsset
FormativGroup, LLC
Central City, CO3 days ago - ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...is for you if you thrive in a remote-first environment, seek... ...accelerate growth . You will play a lead role in expanding the client... ...strategy, including asset allocation and portfolio oversight...Remote workAsset
Professions
New York, NY2 days ago - ...Salesforce Account Executive - Financial Services to accelerate bookings, win new clients, and expand strategic accounts across Wealth Management, Asset Management, and Banking. The role emphasizes executive relationship building, consultative selling, and coordination with...Remote workAsset
FormativGroup, LLC
Sacramento, CA3 days ago - ...Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related segments. The role emphasizes consultative selling, executive relationship-building, and...Remote workAsset
FormativGroup, LLC
Butlerville, IN3 days ago - ...Fieldguide is seeking a CPA-qualified Audit Methodology Lead to operationalize financial-audit standards within its AI-enabled platform. The role translates US GAAS, PCAOB guidance, testing procedures, and professional judgment into structured workflows, templates, prompts...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Asset Wealth Audit Lead (CPA). Be the first to apply!
Related searches