Audit Associate

JTC Group; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JTCCompany in Austin, TX is seeking an Audit/Tax Assistant to support annual audits, tax returns, and state filings for SALI IDFs. You will collaborate with internal SALI departments and external auditors to gather documentation and ensure accuracy.

Ideal candidates have 2–3 years in financial services or accounting, strong data-entry skills, and the ability to manage deadlines in a fast-paced environment. A team player with clear communication will thrive in this role.

Qualifications

• 2–3 years of experience in financial services, accounting, or a related field.
• Experience using, or quickly learning, third‑party financial or business software systems.
• Strong attention to detail and ability to work in a fast-paced, high-volume environment.
• Able to communicate effectively internally and externally.
• Flexibility to adapt to changing priorities and deadlines.

Responsibilities

• Help facilitate the audit and tax process for SALI IDFs, including creating confirmation letters and providing requested documentation.
• Monitor high-volume inbox and respond accordingly.
• Assist accounting team with missing data or discrepancies and update records as needed.
• Capture data in Salesforce, Intralinks and SharePoint as required.
• Assist with Audit & Tax deadlines by tracking information and requesting missing documents.
• Participate in team projects and data integrity improvements.

Skills

Financial services

Accounting

Attention to detail

Teamwork

Tools

Salesforce

Intralinks

SharePoint

Job description

SALI a JTCCompany is looking to expand our Audit/Tax Department team. The Audit/Taxteam is responsible for facilitating the annual independent audits, tax returnsand state filings for all SALI IDFs. The team working closely with manyinternal SALI Departments and external parties, including auditors and taxpreparers.

MAIN RESPONSIBILITIES ANDDUTIES

• Help facilitate the audit and tax process for the SALI IDFs which includes creating confirmation letters; providing requested documentation to external parties; Following up and reaching out to request needed data.
• Monitoring high volume inbox and responding accordingly when needed.
• Assist the accounting team with missing data or any discrepancies and updating and capturing information as needed.
• Capture data in Salesforce, Intralinks and SharePoint as required.
• Assist with Audit & Tax Deadlines by tracking information received and reaching out for missing documents for Investment Funds.
• Participate in team projects, assignments, and other responsibilities such as continual process improvement and data integrity.

ESSENTIAL REQUIREMENTS

• 2 -3 years of experience in financial services, accounting, or a related field.
• Experience using, or a demonstrated ability to quickly learn, third-party financial or business software systems.
• Strong attention to detail.
• Ability to work in a fast-paced, high-volume environment.
• Effectively work in a team environment but also able to work independently.
• Able to communicate effectively internally and externally.
• Flexibility to adapt to changing work priorities and assignments and ability to meet deadlines.

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC is committed to fostering a healthy, inclusiveorganization where all individuals feel welcome and feel able to participate inthe workplace fully. We value different perspectives, backgrounds and livedexperiences. This includes supporting employee wellbeing so that people feelequipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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