Assurance Senior

Staff Financial Group; Cary (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits included

Professional growth opportunities

Job summary

A financial services firm in Cary, NC is seeking an experienced Assurance Senior. The role involves preparing audit workpapers, analyzing financial records, and providing recommendations. Ideal candidates should have a Bachelor’s degree, possibly a CPA, and 2-5 years of public accounting experience. Strong communication and multitasking skills are essential in this fast-paced team environment. The position offers competitive compensation and opportunities for professional growth.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA license strongly preferred.
• Two to five years of public accounting experience preferred.

Responsibilities

• Prepare audit workpapers and analyze financial information.
• Identify issues and provide value-added recommendations.
• Support audit engagements and maintain client confidentiality.

Skills

Attention to detail

Client service commitment

Multitasking

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA license

Tools

Microsoft Office applications

Job description

Assurance Senior - Cary, NC

Who: A detail-oriented assurance professional who is committed to high-quality client service and continued technical development.

What: Prepare audit workpapers, analyze financial information, identify issues and solutions, and support efficient, accurate engagement execution.

When: Full-time role with chargeable hour expectations and ongoing professional growth.

Where: Cary, NC

Why: To contribute to strong client relationships and high-quality audit outcomes through accuracy, communication, and problem-solving.

Office Environment: A fast-paced, teamwork-driven environment that values professionalism, learning, and client service excellence.

Salary: Competitive compensation with benefits.

Position Overview

We are seeking an Assurance Associate who will support audit engagements by preparing workpapers, analyzing financial records, identifying client issues, and providing value-added recommendations. This role is ideal for a professional who is advancing in their assurance career and working toward CPA completion while contributing meaningfully to client service.

Essential Functions

• Adhere to professional ethics and maintain strict client confidentiality.
• Demonstrate commitment to exceptional client service and personal attention.
• Support audit preparation including trial balance and lead sheet setup, schedule creation, financial updates, and record verification.
• Gain an understanding of client businesses and industry considerations.
• Meet budget and realization goals while supporting staff in meeting theirs.
• Identify client issues and clarify service responsibilities.
• Participate in staff and intern recruiting activities.
• Remain aware of accounting developments and research technical issues as needed.
• Identify problem areas and propose effective solutions to managers and partners.
• Provide value-added suggestions during audits and reviews.
• Meet assigned chargeable hour goals.
• Participate in internal training as appropriate.
• Continue working toward completing the CPA exam if not already certified.

Position Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license strongly preferred.
• Two to five years of public accounting experience preferred.
• Solid understanding of basic accounting procedures and GAAP.
• Proficiency with Microsoft Office applications.
• Excellent multitasking, written, and verbal communication skills.
• Ability to meet deadlines in a fast-paced, team-oriented environment.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.