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
- Description Senior Auditor - Wealth Management The Internal Audit team at Citizens is hiring a Senior... ...businesses, including investment and broker-dealer audits... ...of investment advisory obligations, fiduciary... ...sufficiently mitigated. Act as lead auditor on sections of...SeniorLocal areaMonday to Friday
$160k - $220k
...comprehensive accounting, audit, and tax solutions alongside business advisory services encompassing... ...stipend Industry leading compensation Healthcare... ...Estate Funds or other investments. CPA Jobot is an Equal... ...Fair Chance Ordinance. Seniority level Mid-Senior level...SeniorFull timeWork at officeLocal areaRemote workHome office$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$81.13k - $164.57k
...believe nothing is more important than investing in our culture because it's an investment... ...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- Citizens is looking for a First Line Risk Senior Manager in Johnston, RI, responsible for managing risks in Private Wealth Management and Trust products. The candidate must have strong Trust knowledge and over 6 years of experience in Risk Management. The position involves...Senior
- UMB Bank is seeking a Credit Portfolio Manager to manage a portfolio of Business Banking and Small Business Banking loans. In this role, you'll analyze financial statements, facilitate loan reviews, and monitor loan performance. Your expertise in financial analysis and ...Senior
$132.7k - $303.2k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...Serve as the Tax Functional Leader across compliance, advisory or annuity tax service delivery. Lead tax processes by directing and coordinating day‑to‑day...SeniorWork experience placementSummer holidayFlexible hours$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$105k
...stakeholders Essential Job Functions Leads annual budgeting,... ...decisions on major infrastructure investments and capital funding... ...for Facilities, IT, FP&A, and senior leadership; escalates emerging... ...support internal and external audit requirements related to infrastructure...SeniorFull timeRelocationFlexible hours$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 to...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$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. Advantages of contracting with us: You'll be able to choose which...SeniorHourly payContract workFor contractorsWork experience placementRemote work$84k - $110k
...Complete all aspects of accounting, tax and audit engagements for clients including status... ...About Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology,...Senior$150k - $185k
...the largest full-service CPA and business advisory firms in New England and is ranked... ...innovation. Due to growth we are seeking a Senior Audit Manager to join our firm on a flexible... ...expertise and for assigned client accounts. Lead fieldwork for financial statement audits...SeniorFull timeWork experience placementWork at officeMonday to FridayFlexible hoursAfternoon shift$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- Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will be the main contact for Registered Investment Advisors (RIAs). You will manage complex client relationships, ensuring high satisfaction while advocating for client needs with...Senior
- CliftonLarsonAllen in Cranston, Rhode Island is seeking an Audit Senior to join our State and Local Government practice. This role involves planning, leading, and executing Assurance engagements while collaborating closely with clients to deliver outstanding service. The...SeniorLocal area
$90k - $100k
...systems-oriented property management professional who thrives in a fast-paced environment, enjoys leading teams, and is confident interfacing directly with ownership and investment partners. WHAT YOU'LL DO • Oversee daily operations across a mixed-use portfolio...Senior- Citrin Cooperman is seeking a full-time position in Providence, RI, focusing on audit, review, and compilation procedures. The role requires a Bachelor's degree in Accounting or a related field, along with CPA qualifications or 150 credit hours for CPA eligibility. Responsibilities...SeniorFull timeFlexible hours
$95k - $130k
Australia-Employment is looking for a Senior Advisory Accountant in Providence, RI. This hybrid role involves preparing and filing SEC reports and ensuring compliance with U.S. GAAP. You will work from home part of the week while collaborating in the office 2-3 days weekly...SeniorWork at officeWork from home- The Washington Trust Company is seeking an experienced Senior Wealth Administrator to support exceptional wealth management services for high-net-worth clients. This role involves managing complex administrative activities, ensuring accuracy and compliance while partnering...Senior
- 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
$95k - $130k
Jobot is hiring a Senior Advisory Accountant for a hybrid position. The role involves preparing SEC reports, managing financial consolidations, and ensuring compliance with U.S. GAAP. Candidates should have at least a Bachelor's degree in Accounting or Finance and 5+ years...Senior- 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
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning projects, managing teams, and providing up‑to‑the‑minute advisory services to a diverse client base across the real estate, hospitality...SeniorFlexible hours$62.31k - $90.76k
CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual...Local areaFlexible hours$117k - $153k
...immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust... ...Wealth Management Risk Management, Audit, or Compliance 6+ years’ Risk and... ...advanced Broker‑Dealer, Registered Investment Advisor, 12 CFR 9 Trust and Fiduciary...SeniorWork experience placementWork at officeLocal areaImmediate startFlexible hours- 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
$105.56k - $247.9k
...Bekaert delivers innovative advisory, assurance and tax services to... ...opportunity has been created for a Senior Manager to join our high... ...candidate has demonstrated experience leading the execution of engagements... ...Diligence and a foundation in audit, financial reporting, or CFO...SeniorWork experience placementLocal areaRemote work- ...A bit about us: We are seeking a seasoned Advisory Accountant for a permanent, hybrid position in our Accounting and Finance department... ...to provide necessary documentation and explanations during audits and reviews. Stay abreast of new SEC and GAAP reporting...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
$50 - $60 per hour
We are looking for a Senior Equity Analyst to join our team at DataAnnotation . You will train AI models and evaluate their outputs... ...and background in fields such as Financial Accounting, Investment Banking, Wealth Management, or Insurance Planning. Benefits Full‑time or...SeniorHourly payFull timeContract workPart timeRemote work
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