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A bit about us:

We have been consistently recognized as an employer of choice for our expertise and technical ability to provide top-quality products and guidance to our clients. We are seeking an experienced senior with a background in the serving investment company industry clients to join our team. Here's what would make an ideal candidate...


Why join us?

  • Competitive base salary and overall compensation package
  • Full benefits: Medical, Dental, Vision
  • PTO - unlimited
  • Life Insurance coverage
  • 401(K)
  • Much more!

Job Details

Qualifications...
  • Bachelor's degree or higher required
  • Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds, ETFs, Close-end Funds)
  • 2+ years of progressive audit experience in public accounting

Day to day...
  • Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
  • Assume full responsibility for planning, supervising, and completing projects
  • Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
  • Develop an understanding of client’s business and industry and routinely seek information from the client regarding their needs and concerns


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