Senior Wealth Audit Lead — Investments & Advisory
Citizens Bank
A leading financial institution is seeking a Senior Auditor to join their Wealth Management team in Johnston, Rhode Island. This role involves conducting audits related to investment and broker-dealer activities while ensuring compliance with regulatory standards. The ideal candidate should have 3-5 years of experience in internal audit or risk management, with strong communication skills and a Bachelor’s degree. The position offers a challenging environment with opportunities for professional growth and a commitment to inclusivity. #J-18808-Ljbffr Citizens Bank
$92k - $122k
...Job Description Senior Auditor - Wealth Management The Internal Audit team at Citizens is hiring... ...businesses, including investment and broker-dealer audits... ...evaluation of investment advisory obligations, fiduciary... ...sufficiently mitigated. Act as lead auditor on sections of...SeniorLocal areaMonday to FridayFlexible hours- ...Support the execution of audits for alternative investment fund clients including hedge... ...more complex concerns to senior team members. Contribute... ..., Inc. (NYSE: CBZ) is a leading professional services advisor... ...in accounting, tax, advisory, benefits, insurance, and...Senior
$138.8k - $215.9k
...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting... ...taxation to provide tax equity investment consulting services for clients.... ...attributes. You will help to lead and grow a a small team with significant...SeniorApprenticeshipWork experience placementLocal area$120k - $140k
...service CPA and business advisory firms in New England... .... Responsibilities: Lead and manage buy-side and... ...including target management, investment bankers, and legal... ...clearly and effectively to senior leadership, clients,... ...accounting or finance; audit background preferred...SuggestedFull timeWork experience placementWork at officeMonday to FridayAfternoon shift$81.13k - $164.57k
...believe nothing is more important than investing in our culture because it's an investment... ...a firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services... ...: Provide tax compliance and advisory services to pass-through entities and partnerships...SeniorLocal area$146.7k - $335.1k
...to build a better working world. FAAS – Senior Manager When our clients are facing complex... ...The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing... ...finance or business discipline External audit experience at a Big 4 accounting firm What...SeniorSummer holidayFlexible hours$110k - $120k
Pearson is looking for a Commercial Portfolio Manager to lead a portfolio of higher education courseware products focused on Geosciences... .... As the voice of the market, you will translate insights into investment decisions and manage a portfolio that combines profitability...SeniorFull time$67.9k - $182.55k
...The Hispanic Alliance for Career Enhancement is seeking a professional in the United States, Rhode Island, to provide strategic advisory related to Trade for the PBM Client Underwriting organization. Candidates should have over 8 years of relevant experience, strong analytical...SeniorContract work$125k - $175k
...Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division. Washington Trust is the oldest community bank in America and has a leading investment management team dedicated to providing innovative financial solutions and...Remote work- ...Accounting, Tax and Audit Engagements Be the first to apply Complete all aspects... ...business needs CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-... ...and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ...Senior
$60 - $70 per hour
...Fidelity Management & Research Company in Smithfield is looking for a Manager for their Brokerage and Wealth Accounting team. You will lead financial accounting, oversee monthly close activities, and implement accounting processes. The ideal candidate will have a Bachelor...SeniorHourly pay- ...A leading global professional services firm seeks a Senior Manager in Financial Accounting Advisory Services (FAAS) to tackle complex finance and controllership challenges. The role demands a strong accounting background along with over 8 years of public accounting experience...Senior
- ...team offers a range of accounting, tax, and advisory services customized to suit the needs of... ...investors, and operating companies. ~ Lead and review complex tax compliance... ...is an independent CPA firm that provides audit, review and attest services, while CBIZ provides...SeniorLocal area
- A leading foodservice provider is seeking an experienced audit professional for their North America operations. The role involves planning and delivering internal audits, developing relationships with management, and contributing to the audit strategy. Candidates should...SeniorNight shift
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full‑time or part‑time REMOTE position You’ll be able...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$103.6k - $189.7k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...tax and client relationship matters to senior management and subject-matter professionals... ...for client deliverables Ability to lead projects and work independently, with guidance...Summer holidayWork at officeLocal areaFlexible hours$138.8k - $215.9k
A large accounting and consulting firm is seeking a Senior Manager for their Tax Credits & Incentives Advisory team. The ideal candidate will have strong expertise in managing state tax credit projects and driving business development. Responsibilities include serving...SeniorRemote work- A leading consulting firm in Providence, Rhode Island is seeking a Senior for its GPS Financial Accounting Advisory Services. You will serve as a primary contact for clients, utilizing your expertise to enhance data integrity and ensuring compliance. The ideal candidate...SeniorLocal area
- ...is seeking a highly motivated IT Senior Auditor to join our global... ...Services (ERAS) team. Internal Audit provides independent, objective assurance and advisory services designed to add value and... ...Key Responsibilities Plan, lead, and execute risk‑based IT audits...SeniorPermanent employmentRemote workFlexible hours
$78.5k - $135.6k
A leading accounting and consulting firm seeks a Senior Associate for their Deal Advisory team in Providence, RI. This role involves performing financial due diligence for M&A transactions and requires a Bachelor's in Accounting, preferably with 2+ years in the field. Key...SeniorRemote job- A financial services firm in Johnston, RI is seeking a CSI Principal Control Analyst for Wealth Ops. This role involves conducting supervisory reviews of investment submissions, performing risk assessments, and collaborating with internal stakeholders. Candidates should...SeniorWork at office
$147.4k - $336.8k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply your... ...rely on. To make that happen, you'll be leading teams and working in a highly collaborative...SeniorSummer holidayFlexible hours$102.5k - $187.9k
...build a better working world. ServiceNow Senior Consultant - IT and Operational... ...information is vital - but can be a risky investment in such a rapidly changing environment.... ...ServiceNow Senior Consultant you’ll play a leading role in that mission, providing the competitive...SeniorSummer holidayWorldwideFlexible hours- ...Accounting Manager to oversee accounts payable, accounts receivable, and general ledger functions. The candidate will assist with audits, tax preparations, and financial presentations for management. A BA/BS in Finance or Accounting is required, along with prior managerial...Senior
$95k - $110k
...Duties Conduct financial advisory due diligence in buy-side and... ..., target company management, investment bankers and other client... ...CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor... ...independent CPA firm that provides audit, review and attest services,...SeniorWork experience placement- A leading credit union in Rhode Island seeks an AVP Credit Card Portfolio Manager to oversee consumer and business credit card portfolios. This role involves developing growth strategies, ensuring compliance with regulations, and enhancing customer engagement through data...Senior
$98.18k - $115.5k
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully...Temporary workWork experience placementLocal area$238k - $300k
...expectations and business objectives. Provides senior level oversight and decision making on... ...enterprise risk frameworks. Oversees audit interactions, regulatory reviews, and... ...proposition. Leadership & Talent Development Leads and develops underwriting leaders,...Work at officeLocal areaFlexible hours$105.1k - $192.6k
...operating models and frameworks across the indirect tax lifecycle. Lead optimization, recovery, and exposure-reduction initiatives.... ...for Professionals in Taxation Certified Commercial Investment Member (CCIM) ASA from the American Society of Appraisers...Summer holidayLocal areaFlexible hours$67.9k - $182.55k
...Role Summary Supports the development and execution of strategic advisory on Trade-related topics (pharmaceutical purchasing and contracting) for the PBM Client Underwriting organization. Contributes to strategies by analyzing market intelligence and data insights, partnering...SeniorHourly payFull timeContract workTemporary workWork experience placementLocal areaRemote work
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