Audit / Operations Senior - Daley and Associates
Washington D.C., DC
About the Job
Audit Operations /Tax Senior (Hybrid, Virginia/ Relocation Option)
A successful and growing asset management firm, located West of Norfolk, Virginia, is actively seeking an Audit/Tax Senior to join their growing team. This position is responsible for a mix of audit, tax, client relationships and accounting operations. The ideal candidate has 5-7+ years of audit, tax, or accounting operations experience within the financial services realm. This is a hybrid position and there is a possible relocation package, if you’re interested in the Audit/Tax Senior position, please keep reading.
Responsibilities and Qualifications:
This is a full-time position that is offering up to $130K base, depending on experience, plus bonus potential. If you’re interested in transitioning to an operations focused role that is encompassing audit, tax, operations and client relationship management, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
#LI-HS1
#LI-HYBRID
A successful and growing asset management firm, located West of Norfolk, Virginia, is actively seeking an Audit/Tax Senior to join their growing team. This position is responsible for a mix of audit, tax, client relationships and accounting operations. The ideal candidate has 5-7+ years of audit, tax, or accounting operations experience within the financial services realm. This is a hybrid position and there is a possible relocation package, if you’re interested in the Audit/Tax Senior position, please keep reading.
Responsibilities and Qualifications:
- Responsible for financial statement review
- Market research and client presentations
- Assisting with audit and tax procedures as needed
- Working with 3rd party custodians and vendors
- Assists in maintaining an operations function to support the execution of multi-asset investment portfolios, including cash management, wire set-up, trade execution, portfolio reconciliations, performance reporting, audit and taxes
- Must be proficient with Excel
- Bachelor’s Degree in Accounting, Finance or related field
- Master’s Degree or CPA preferred (Master’s Degree will count as additional year of ‘professional’ experience)
- Must be willing to work onsite 3 days a week in the Virginia office
This is a full-time position that is offering up to $130K base, depending on experience, plus bonus potential. If you’re interested in transitioning to an operations focused role that is encompassing audit, tax, operations and client relationship management, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
#LI-HS1
#LI-HYBRID
Source : Daley and Associates