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Job Description:

Senior Assurance Associate – Investment Company Industry

Locations: Cleveland, OH; Chicago, IL; Milwaukee, WI; Philadelphia, PA; Denver, CO
Work Model: Hybrid (2–3 days per week in-office)
Compensation: $100,000–$125,000 base + bonus + comprehensive benefits (depending on experience)

Overview

A nationally recognized public accounting firm is seeking an experienced Senior Assurance Associate with a background serving clients in the investment company industry. This is an opportunity to work in a people-first culture that values collaboration, inclusion, and career growth.

Our assurance practice is widely known for its expertise and technical excellence, with a track record of delivering top-quality products and guidance to clients. The firm ranks among the largest registered funds auditors in the U.S. and is consistently recognized as an employer of choice.

What’s in It for You

Competitive Compensation: $100,000–$125,000 base plus performance-based bonus (DOE)
Hybrid Flexibility: Work 2–3 days per week in-office for collaboration, with the rest remote
Full-Spectrum Benefits: Medical, dental, vision, disability, life insurance, parental leave, and pet insurance
Financial Wellness Support: 401(k) match, retirement planning resources, HSAs/FSAs, legal and identity protection
Career Growth Engine: Access to a robust learning platform, leadership training, and mentorship programs designed to get you to the next level
Wellness and Work-Life Balance: “Pencils down” days, wellness programs, and firm-sponsored social events that make it easier to recharge
Recognition That Matters: Corporate recognition programs, firmwide celebrations, and opportunities to showcase your work
Inclusive, Impactful Culture: Active Inclusion & Equity initiatives, a Women’s Leadership program, and a commitment to giving back
Community Connection: Paid volunteer time and quarterly service events to make a real difference outside the office

Key Responsibilities

Lead audit engagements for financial industry clients, including mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts
Prepare and review annual audit reports, serving as a direct liaison with managers, audit staff, and other stakeholders
Guide clients through the financial reporting process with clear, actionable advice
Train, mentor, and support audit staff throughout engagements

Qualifications

Bachelor’s degree in accounting or related field
Active CPA license required
3+ years of progressive audit experience in public accounting
Completion of at least three audit busy seasons
Direct experience with investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) required

#PCFA #LI-Hybrid #Accounting #AuditJobs

Assurance (Audit) Senior

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Assurance (Audit) Senior

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