Audit Senior Associate (Asset & Wealth Management - Remote Busy Season)
Senior Audit Associate – Asset & Wealth Management Engagement Type: Busy Season Contract (W-2 direct) Duration: January 4 or January 11 through April 2 (with potential to extend) Target Pay Rate: $65.00 – $75.00/hr W-2 (Depending on experience) Work Arrangement: 100% Remote (Must work East Coast business hours; occasional in-office preferred if near NYM, Chicago, Boston, Miami, Texas, or San Francisco) Role Summary As an AWM Senior Associate, you will provide a range of Assurance services and business advice to a diverse portfolio of clients across the Asset & Wealth Management sector, spanning small, high-growth investment entities to large, established institutions. You will lead day-to-day audit execution, perform substantive testing on complex fund structures, and mentor junior associates across virtual engagement teams.
Key Responsibilities
- Execute external audit procedures for investment funds, private equity entities, hedge funds, and mutual funds in accordance with U.S. GAAP, U.S. GAAS, and PCAOB standards.
- Conduct audit testing across key fund areas, including Schedule of Investments (SOI), investment valuation under ASC 820 (Level 1, 2, and 3 assets), portfolio transactions, and financial statement disclosures.
- Supervise, delegate, and review the work of staff associates across virtual engagement teams.
- Leverage audit automation, digitization workflows, and data visualization tools to analyze large, complex datasets and streamline engagement testing.
- Address client inquiries, resolve audit issues, clear review notes with Managers/Partners, and incorporate client feedback effectively.
Qualifications & Requirements
- Education: Bachelor’s Degree in Accounting or related field required.
- Experience: Minimum of 3+ years of progressive external audit experience within public accounting (Big 4, national, or top regional firm).
- Industry Focus: Direct, heavy external audit experience within the Asset & Wealth Management (AWM) industry is required.
- Technical Standards: In-depth knowledge of U.S. GAAP, GAAS, PCAOB regulations, and technical financial reporting standards.
- Licensing: Active CPA license is preferred (not required for Senior Associate level).
- Commitment: Available to commit to 40–55 hours/week, including mandatory overtime and weekend availability during peak busy season filing deadlines (February/March).
- Eligibility: U.S. Citizen or Green Card holder employed directly on our W-2
Pay: $60.00 - $75.00 per hour Expected hours: 40.0 – 60.0 per week Benefits:
- Work from home
Work Location: Remote