Auditor
San Diego, San Diego County, California, 92101, USA
Listed on 2026-10-30
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Accounting
Financial Reporting, Financial Compliance, Auditor Accountant -
Finance & Banking
Financial Reporting, Financial Compliance, Auditor Accountant
We are seeking an experienced Associate in Asset & Wealth Management Audits to support a leading professional services organization within its Assurance practice. This role is ideal for auditors with strong experience in the external audit engagements focused on the Asset & Wealth Management (AWM) industry
, including investment management, private equity, hedge funds, mutual funds, and related financial services organizations.
Candidates with Big 4 public accounting experience will be given top consideration. We will also strongly consider professionals with significant Asset & Wealth Management audit experience from other public accounting firms.
This is a 5-month 100% remote contract opportunity with the potential for extension or full-time conversion based on business needs and performance.
Key Responsibilities- Execute and support external audit engagements for clients within the Asset & Wealth Management sector.
- Evaluate financial statements and disclosures in accordance with U.S. GAAP, U.S. GAAS, PCAOB standards, and applicable regulatory requirements.
- Identify, assess, and document financial reporting and audit risks.
- Perform substantive testing, analytical procedures, and control evaluations across various audit areas.
- Collaborate with engagement teams to deliver high-quality audit services and meet client deadlines.
- Communicate findings, recommendations, and audit observations to internal teams and client stakeholders.
- Assist with the planning, execution, and completion of audit engagements.
- Analyze complex accounting and financial reporting matters relevant to the investment management industry.
- Leverage technology, automation, and data analytics tools to improve audit efficiency and effectiveness.
- Work with large datasets and utilize data visualization and reporting tools to provide meaningful insights.
- Build and maintain strong client relationships while ensuring exceptional service delivery.
- Bachelor's Degree in Accounting or a related field.
- Minimum of 3 years of external audit experience.
- Significant experience auditing clients within the Asset & Wealth Management industry.
- Strong knowledge of:
- U.S. Generally Accepted Accounting Principles (GAAP)
- U.S. Generally Accepted Auditing Standards (GAAS)
- PCAOB auditing standards
- Financial reporting and technical accounting requirements
- Experience participating in or leading audit engagement teams.
- Excellent analytical, communication, and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Experience with a Big 4 accounting firm (PwC, Deloitte, EY, or KPMG).
- Certified Public Accountant (CPA) designation or progress toward certification.
- Prior experience auditing:
- Asset Managers
- Investment Advisors
- Mutual Funds
- Private Equity Funds
- Hedge Funds
- Alternative Investment Vehicles
- Experience utilizing audit automation, data analytics, and digitization tools.
- Proven ability to leverage technology to improve audit quality and operational efficiency.
The ideal candidate is a collaborative audit professional who thrives in a client-facing environment and brings a strong understanding of the unique accounting, regulatory, and reporting requirements within the Asset & Wealth Management sector. You should be comfortable working with complex financial data, navigating challenging audit issues, and delivering high-quality results while partnering effectively with clients and engagement teams.
Job Type & LocationThis is a Contract position based out of Philadelphia, PA.
Pay and BenefitsThe pay range for this position is $70.00 - $75.50/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program Time Off/Leave…
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