Assurance Senior Associate - NorCal Asset Management Broker Dealer Practice
Core
Provide industry-focused audit and assurance services to middle-market clients in the Asset Management Broker Dealer practice.
Role type
Senior IC audit associate
Builds
Audit engagements and assurance reports for middle-market asset management and broker-dealer clients
Domain
Public accounting / Asset Management / Broker Dealer
Required skills
Financial statement auditing, Internal controls testing, Balance sheet and income statement review, Engagement planning and supervision, Client communication, Technical accounting
Preferred skills
CPA license or active pursuit, Advanced degree in accounting, 3+ years of public accounting audit experience, Asset Management industry experience
Technologies
Audit software, Accounting standards frameworks
Responsibilities
Plan and supervise execution of audit engagement activities, Perform substantive testing on balance sheets and income statements, Conduct internal controls deficiency tests and make recommendations, Engage with clients to gather information for testing, Participate in discussions with Managers and Partners regarding business recommendations, Support team member development through mentoring
Seniority
Senior, hands-on IC
