Assurance; Audit Senior

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)

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.

• 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

• 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

• 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