Required Skills & Experience
Active CPA license
Minimum of 6 years of external audit experience Minimum 1 year of external audit management experience
Significant external audit experience within the Asset & Wealth Management industry
Proven experience leading and managing client audit engagements within AWM industry
Experience auditing investment valuations and fair value
Nice to Have Skills & Experience
Big 4 audit experience (PwC, EY, Deloitte, or KPMG)
Job Description
Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have client facing experience and management expertise for investment management clients and are comfortable owning audit areas, leading client interactions, and delivering high-quality audit work in a fast-paced environment.
Key Responsibilities
Lead external audit engagements for AWM clients while maintaining quality, timelines, and compliance with professional standards.
Manage engagement planning, execution, review, and client communication.
Review team deliverables and resolve complex audit, accounting, and financial reporting matters.
Coach team members, provide clear feedback, and support skill development.
Manage competing priorities, changing requirements, and engagement risks.
Build consensus across varied viewpoints and respond confidently when challenged.
Manage client expectations, seek feedback, and resolve issues that affect delivery or team effectiveness.