Audit Senior Associate – Financial Services

Oliver James; San Francisco (CA); Hybrid; USD 75,000 - 120,000; Full time

Job summary

Oliver James Group in California is seeking an Audit Senior Associate to join its Financial Services practice in a hybrid role, focusing on investment management and private equity clients. You will lead audit workstreams, oversee planning and delivery, and mentor junior staff while collaborating with client stakeholders to ensure engagement success.

The position requires 3+ years of public accounting audit experience and CPA eligibility, with a bachelor’s degree in accounting or a related

Qualifications

• 3+ years of public accounting audit experience.
• Experience in financial services, private equity, hedge funds or investment management audits.
• CPA qualified or eligible to sit examinations.
• Bachelor's degree in Accounting or a related field.

Responsibilities

• Lead financial statement audit workstreams for investment management and financial services clients.
• Take responsibility for audit planning, execution and final deliverables.
• Review investment fund financial statements and related disclosures.
• Develop engagement budgets, timelines and audit work plans.
• Supervise and mentor junior associates and interns.
• Work directly with client stakeholders and engagement leadership.
• Participate in client proposals and engagement development activities.

Skills

Public accounting audit experience

Financial services audit

US GAAP knowledge

Mentoring junior staff

Education

Bachelor's degree in Accounting or related field

Job description

Audit Senior Associate - Financial Services

Location: Los Angeles / Bay Area, CA Salary: $75,000-$120,000 base + discretionary bonus Working arrangement: Hybrid Employment: Full-time

Looking to move beyond traditional audit engagements and specialise in financial services? An established national CPA and advisory firm is seeking an Audit Senior Associate to join its growing Financial Services practice in California. This position offers the opportunity to work with sophisticated private equity funds, hedge funds and alternative investment managers while developing greater engagement ownership, technical expertise and leadership experience. Whether you're currently with a Big Four, national or regional firm, this could be an interesting next step if you're looking for a stronger financial services specialisation.

The opportunity

• Lead financial statement audit workstreams for investment management and financial services clients.
• Take responsibility for audit planning, execution and final deliverables.
• Review investment fund financial statements and related disclosures.
• Develop engagement budgets, timelines and audit work plans.
• Supervise and mentor junior associates and interns.
• Work directly with client stakeholders and engagement leadership.
• Participate in client proposals and engagement development activities.

What we're looking for

• 3+ years of public accounting audit experience.
• Financial services, private equity, hedge fund or investment management audit experience preferred.
• Strong US GAAP and financial statement auditing knowledge.
• Bachelor's degree in Accounting or a related field.
• CPA qualified or eligible to sit the examinations.
• Demonstrated ability to manage audit deliverables and mentor junior professionals.

Why consider this opportunity?

• Develop experience with sophisticated investment funds and capital markets clients.
• Greater responsibility for engagement delivery and client relationships.
• Opportunity to strengthen your leadership and technical expertise.
• Hybrid working arrangement, with team-based office collaboration.
• Access to national resources, training and longer-term career progression.