Senior Audit Associate – Asset & Wealth Management (Remote / Busy Season Contract)

Overview

This role is a Senior Audit Associate position supporting Asset & Wealth Management (AWM) Assurance during a winter Busy Season contract.

• Job Title: Senior Audit Associate – Asset & Wealth Management
• Work Arrangement: 100% Remote (occasional local in-office days may be offered; strong preference)
• Contract Duration: January through March/April (full Busy Season engagement)
• Expected Commitment: 40–55+ hours/week (overtime and weekend availability required during peak delivery windows)
• Location: Remote (U.S.-based; primary hub demand in New York, Boston, Chicago, and the Midwest; must work EST business hours)

Responsibilities

• Lead day-to-day audit execution across complex AWM client engagements, ensuring full compliance with U.S. GAAP, U.S. GAAS, and PCAOB standards.
• Perform substantive testing and risk assessments across specialized asset management areas, including:
  • Investment valuation (Level 1, 2, and 3 assets)
  • Portfolio transactions
  • Financial statement disclosures
  • Fee allocations
• Delegate, coach, and review the work of staff associates across distributed, virtual teams.
• Use advanced audit analytics, automation, and digitization workflows to efficiently process large financial data sets.
• Interface regularly with engagement managers, partners, and client personnel to:
  • Clear review notes
  • Resolve audit issues
  • Manage project milestones

Requirements

• Experience: 3+ years of progressive external audit experience within public accounting (Big 4, national, or top-tier regional firm strongly preferred).
• Industry Focus: Direct, verifiable audit experience within the Asset & Wealth Management (AWM) sector (private equity, hedge funds, mutual funds, venture capital, or real estate funds).
• Education: Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
• Standards & Regulations: Comprehensive working knowledge of U.S. GAAP, U.S. GAAS, PCAOB regulations, and SEC reporting guidelines relevant to investment companies (ASC 946).
• Availability: Ability to commit to 40–55+ hours per week, including peak-period overtime and weekend work through late March/April.
• Time Zone Requirement: Must align work hours to the U.S. Eastern Time zone.

Preferred Qualifications

• Active CPA license or active progress toward CPA completion.
• Previous Big 4 experience as an experienced associate, senior associate, or contractor/alumni.
• Proficiency with digital auditing tools and advanced Excel modeling, including Alteryx, Power BI, or similar data automation software.

Compensation & Benefits

• Compensation: Hourly W2 contract
• Overtime Rate: Any hours worked over 40 are paid at time and a half.