Audit Senior Associate - Financial Services

Crowe; Costa Mesa (CA); On-site; USD 70,600 - 139,800; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Professional development

Flexible work arrangements

Job summary

Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in the Financial Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align with career goals.

Responsibilities include managing engagements, mentoring staff, maintaining client relationships, and driving process improvements while staying compliant with CPA requirements and travel needs.

Qualifications

• 2+ years of public audit experience.
• Experience with Banking, Private Equity, Asset Management and Fintech clients.
• Asset Management experience preferred.
• CPA licensure or progress required.
• Willingness to travel to client sites.

Responsibilities

• Run client engagements from start to finish: financial statements, staffing, scheduling, budgeting and administration.
• Supervise, train, and mentor staff and interns on audit processes and engagement reviews.
• Maintain strong client relationships and collaborate with management to deliver audit services.
• Identify and resolve audit issues with the audit team.
• Research and analyze financial statements and audit issues using audit software.
• Interact with client management to collect information and propose improvements.

Skills

Public accounting audit experience

Audit engagement management

Staff supervision & mentoring

Client relationship management

Multi‑task & time management

Audit research skills

CPA licensure or progress

Willingness to travel

Experience with Banking/PE/Asset Mgmt/

Education

CPA certification/licensure

Tools

Audit software

Job description

Job Description

Crowe is growing tremendously and is seeking future leaders. This role is a Partner career path or growth opportunity within Audit & Assurance. The Senior Associate will lead engagements in the Financial Services vertical including Banking, Private Equity, Asset Management, Insurance, and Fintech. The position offers the chance to transition between industry verticals that align with professional goals.

Responsibilities

• Run client engagements from start to finish, including financial statement preparation, internal staffing, project scheduling, budgeting, planning, and administrative functions.
• Supervise, train, and mentor staff and interns on audit processes and assess performance for engagement reviews.
• Maintain outstanding client relationships and collaborate with client management to deliver audit services.
• Work with audit team to identify and resolve client issues discovered during the audit process.
• Research and analyze financial statements and audit issues using electronic databases and audit software to review and compile financial information.
• Engage with client management to collect information, resolve audit-related problems, and recommend business and process improvements.

Qualifications

• 2+ years of recent public accounting external audit experience.
• Experience in external audit with Banking, Private Equity, Asset Management, and Fintech clients.
• Previous Asset Management client experience required.
• Strong organization, social, technical, accounting and auditing skills to work efficiently with clients and staff and build positive relationships.
• Experience with engagement management, reviews, and staff supervision.
• Ability to multi‑task and manage concurrent engagements.
• Strong research skills on technical matters prior to manager review.
• Meeting the education requirement for CPA certification in the state of hire, and CPA license in that state preferred.
• Ability to work additional hours as needed and travel to client sites.

Compensation

The wage range for this role is $70,600.00 - $139,800.00 per year. The estimate is based on skill sets, experience, licensure, certifications, and other business needs.

Benefits

Crowe provides a comprehensive total rewards package that includes health, dental, vision, retirement, professional development, and flexible work arrangements.

Equal Employment Opportunity

Crowe LLP provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. Crowe LLP does not accept unsolicited candidates, referrals or resumes from staffing agencies; all applicants are evaluated fairly and inclusively.