Senior Associate in Financial Services Audit

2 weeks ago


Orange, California, United States Withum Full time

Are you seeking a workplace that values a balanced lifestyle?

Withum is an innovative, technology-focused advisory and accounting firm dedicated to empowering clients to excel in today’s dynamic business environment. We provide cutting-edge tools and solutions tailored to meet our clients' accounting, tax, and overall business management needs. At Withum, we foster an environment where talent flourishes, recruiting only the most passionate and skilled professionals in the industry.

Our auditing and attest engagement services are fundamental to our operations. Our audit and advisory team is equipped with the expertise necessary to instill confidence in financial information among stakeholders. We offer a comprehensive range of services, including audits, reviews, compilations, and other agreed-upon audit procedures across various client sizes and sectors.

The Senior Associate role in Financial Services Audit will involve collaboration with a cohesive team of experienced CPAs and industry experts.

Key Responsibilities:

  • Lead the engagement team in planning and executing audits, reviews, or compilations to deliver exceptional client service.
  • Oversee daily operations of audit engagements, including staffing, planning, risk assessment, fieldwork, financial reporting, and finalization.
  • Facilitate constructive feedback discussions with team members and provide guidance as needed.
  • Supervise engagement teams focused on financial services, including hedge funds, private equity, investment managers, and broker-dealers.
  • Support the training and development of audit team members.
  • Conduct research and apply specialized industry knowledge and accounting principles.
  • Identify opportunities for enhancing client service and audit processes.
  • Assist with billing and collections as required.
  • Participate in professional development programs as an instructor or discussion leader.

Ideal Candidates Will Possess:

  • 2-5 years of experience in the audit department of a public accounting firm.
  • A Bachelor’s degree in Accounting.
  • A CPA license is preferred.
  • Strong written and verbal communication skills.
  • The ability to collaborate effectively with all levels of staff, both independently and as part of a team.
  • Experience in the financial services sector is essential.

Compensation: Salary will vary based on location and includes a competitive benefits package and bonus program (for eligible roles) linked to individual and firm performance. Final offer amounts are determined by various factors, including the specific role and the candidate's qualifications.

WithumSmith+Brown, PC is an equal opportunity employer, committed to diversity and inclusion in the workplace.



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