Staff Auditor (3-4 years experience)
$85k - $100kCareer Developers
Staff Auditor
Location: Melville, NY or Iselin, NJ (On-site 3-4 days/week)
Industry Focus: Mortgage Banking, Private Debt Funds, Depositories, and Credit Unions
Employment Type: Full-Time
Salary Range: $85,000 – $100,000
Bonus: Discretionary, based on performance (can be up to 20%)
Benefits: Unlimited PTO, CPA support, career growth opportunities
About the Firm: My client is a fast-growing financial services advisory firm specializing in niche verticals such as mortgage banking, private debt funds, depositories, and credit unions. The firm places a high value on client relationships, integrity, and developing strong internal talent. With ~90 employees across three offices, they offer the stability of a well-established firm and the agility of a closely held team.
Who We're Looking For: This is a great opportunity for someone currently in a Big 4 or mid-tier public accounting firm who wants more visibility, a better work-life balance post-busy season, and room to grow in a specialized financial services firm.
Responsibilities: Staff Auditor
- Assist in audits of financial institutions and related entities
- Perform substantive audit testing and document findings
- Collaborate with seniors and managers to execute audit plans
- Engage with clients as needed, particularly during busy season
Qualifications: Required for Both Roles
- At least 3 busy seasons of public accounting audit experience
- Strong understanding of audit methodology
- Excellent communication and organizational skills
- Willingness to work on-site in Walnut Creek 3–4 days/week
- Ambition to pursue a CPA license (if not already licensed)
Preferred (not required)
- Experience with financial services clients (mortgage banking, private debt funds, etc.)
- ICFR (Internal Controls over Financial Reporting) experience — this is a big plus
- CPA license or parts passed for senior-level
Additional Info
- Work Schedule: Heavy hours during Q1 (Jan–April), lighter in summer
- Travel: Minimal — 3–5 times/year, mostly local; Q1 concentrated
- Culture: Collaborative, family-first, client-focused. High performers are rewarded generously
- Career Path: Seniors can grow into Managers with more opportunity and compensation than at larger firms
Vacancy posted 5 days ago
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