Senior Audit Associate
Wertz & Associates
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Benefits offered by this job
Job summary
Wertz & Associates in Hamilton, Ohio, seeks a Senior Audit Associate to join its growing Assurance practice. You will lead audits, work directly with privately held clients, and help develop your technical expertise while mentoring staff.
The firm promotes employee ownership through ESOP, offers career advancement, and values work-life balance with flexible scheduling and collaboration. This position is on-site in Hamilton.
Qualifications
- Bachelor's Degree in Accounting or related field.
- 2–5 years of public accounting audit experience.
- Experience with audit, review, compilation, or assurance engagements.
- Strong understanding of audit methodology and financial reporting.
- Excellent communication and organizational skills.
- Ability to manage multiple priorities and deadlines.
- Strong client service orientation.
Responsibilities
- Lead audit, review, and assurance engagement work.
- Plan and coordinate engagement activities.
- Prepare and review financial statements and workpapers.
- Identify accounting and audit risks and improve reporting processes.
- Mentor staff and collaborate with managers and partners.
Skills
Education
Job description
Compensation: $75,000–$100,000 Base + ESOP Ownership Benefits + Career Advancement Opportunity
Location: Hamilton, Ohio
Schedule: On-Site
Our client, an award-winning and 100% employee-owned CPA and advisory firm, is seeking a talented Senior Audit Associate to join its growing Assurance practice in Hamilton.
This is more than a traditional audit role.
It's an opportunity to work directly with privately held businesses, family-owned organizations, nonprofit entities, and leadership teams while developing your technical expertise, mentoring staff, and building a long-term career within a firm where employees share directly in the success they help create.
As an employee-owner, you'll have the opportunity to build both your career and your financial future while gaining meaningful client exposure, leadership opportunities, and access to a culture built around work-life balance, professional development, and collaboration.
- $75,000–$100,000 base salary
- 100% Employee-Owned through an ESOP
- Competitive compensation and benefits package
- Flexible scheduling options
- Work-from-home flexibility
- Summer Fridays with reduced hours
- Manageable busy season expectations
- THRIVE career coaching and development program
- Direct access to firm leadership
- Opportunity to mentor and develop staff
- Clear path toward Audit Manager and future leadership roles
- Collaborative, transparent culture
Exceptional candidates with CPA credentials, advanced assurance experience, nonprofit expertise, or demonstrated leadership abilities may be considered above the posted compensation range.
Our client is an award-winning CPA and advisory firm serving privately held businesses, family-owned companies, nonprofit organizations, and entrepreneurs.
The firm provides services including:
- Audit & Assurance
- Reviews & Compilations
- Advisory Services
- Tax Planning & Compliance
- Business Consulting
- Accounting Services
Unlike larger firms where professionals often become highly specialized, team members have the opportunity to develop meaningful client relationships and gain broad exposure across industries and engagement types.
As a Senior Audit Associate, you'll play a key role in planning, coordinating, and executing assurance engagements while working closely with managers, partners, and client leadership teams.
You'll gain valuable exposure to:
- Financial Statement Audits
- Reviews & Compilations
- Assurance Engagements
- Risk Assessment
- Internal Controls
- Financial Reporting
- Client Advisory Services
- Team Leadership & Mentorship
This position provides the ideal combination of technical development, client interaction, and leadership growth.
- Lead audit, review, and assurance engagement work
- Assist in planning and coordinating engagement activities
- Prepare and review financial statements and audit workpapers
- Ensure engagements are completed efficiently and accurately
- Help maintain compliance with professional and firm standards
- Identify accounting, reporting, and audit risks
- Analyze financial information and supporting documentation
- Research technical accounting and assurance matters
- Recommend improvements to financial reporting processes
- Stay current on evolving accounting and auditing standards
- Build trusted relationships with clients
- Communicate engagement updates and findings effectively
- Deliver exceptional client service and responsiveness
- Assist clients with financial reporting and compliance questions
- Help identify opportunities to provide additional value
- Supervise and mentor staff accountants
- Review work and provide constructive feedback
- Assist with training and onboarding initiatives
- Collaborate with managers and partners on engagement strategy
- Help develop future leaders within the firm
- Bachelor's Degree in Accounting or related field
- 2–5 years of public accounting audit experience
- Experience with audit, review, compilation, or assurance engagements
- Strong understanding of audit methodology and financial reporting
- Excellent communication and organizational skills
- Ability to manage multiple priorities and deadlines
- Strong client service orientation
The ideal candidate:
- Enjoys working directly with clients
- Wants leadership opportunities early in their career
- Takes pride in delivering high-quality work
- Enjoys mentoring and developing others
- Values work-life balance and flexibility
- Wants a clear path for advancement
- Appreciates a collaborative, employee-focused culture
- Employee Stock Ownership Plan (ESOP)
- Competitive compensation package
- Comprehensive healthcare coverage
- Retirement plan
- Generous paid time off
- Maternity and parental leave
- Flexible scheduling options
- Work-from-home opportunities
- Summer Fridays
- Professional development programs
- THRIVE coaching and career planning
- Strong advancement opportunities
Many Senior Audit Associate opportunities focus only on execution.
This opportunity provides visibility, ownership, and growth.
You will work directly with clients, gain exposure to leadership, mentor developing professionals, and participate in meaningful engagements that contribute to client success. Through employee ownership, your contributions help build value not only for the firm, but also for your own future.
Combined with the firm's commitment to career coaching, flexibility, and professional development, this creates an opportunity for ambitious professionals seeking more than just another public accounting position.
Our client is an award-winning, employee-owned CPA and advisory firm dedicated to helping businesses, nonprofit organizations, and entrepreneurs succeed. Through a culture built on transparency, accountability, collaboration, and continuous growth, the firm has created an environment where professionals can build rewarding long-term careers while maintaining balance and personal fulfillment.
Employees benefit from meaningful client relationships, leadership accessibility, professional development opportunities, and the unique ability to participate directly in the firm's success through employee ownership.
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