Senior Assurance Lead — Hybrid CPA Growth Path

Whittlesey; Hartford (CT); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical and dental coverage

LTD and life insurance

401(k) with profit sharing

Flexible work schedules

Job summary

Whittlesey is seeking a Senior Assurance Associate to join our Assurance team in a hybrid role. You will prepare audit documentation, apply accounting knowledge to client deadlines, and guide associates and interns.

This position emphasizes collaboration in a flexible, partly remote environment and ongoing professional development. The role requires a Bachelor’s degree in accounting, CPA license or active pursuit, 150 CPA hours, at least two years in tax compliance, and a valid driver’s license.

Qualifications

• Bachelor’s degree in accounting from an accredited college or university.
• CPA license or actively pursuing CPA license.
• 150 credit hours for CPA certification or actively pursuing - state dependent.
• Minimum two years of experience in tax compliance.
• Must possess a valid state Driver’s License.

Responsibilities

• Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits.
• Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures.
• Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development.
• Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance.
• Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met.
• Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team.

Skills

Audit knowledge

Attention to detail

Client communication

Education

Bachelor’s degree in accounting

CPA license or pursuing

150 credit hours for CPA

Job description

Whittlesey is seeking a Senior Assurance Associate to join our Assurance team in a hybrid role. You will prepare audit documentation, apply accounting knowledge to client deadlines, and guide associates and interns.

This position emphasizes collaboration in a flexible, partly remote environment and ongoing professional development. The role requires a Bachelor’s degree in accounting, CPA license or active pursuit, 150 CPA hours, at least two years in tax compliance, and a valid driver’s license.