External Audit Manager - Wealth & Asset Management (Busy Season)
insight globalVirginia Beach, VA
External Audit Manager - Wealth & Asset Management (Busy Season)
insight globalVirginia Beach, VA
yesterday
Industries
Portfolio Management and Investment AdviceOffices of Certified Public AccountantsOther Accounting ServicesAbout the role
Insight Global is seeking an experienced Audit Manager to support Wealth Management and Asset Management client engagements during the busy season. This individual will lead audit engagements, review audit procedures and workpapers, manage client relationships, and ensure projects are completed on time and in accordance with professional auditing standards. The ideal candidate brings recent public accounting experience, strong leadership skills, and a deep understanding of financial services clients.
Responsibilities:
Lead external audit engagements for Wealth Management and Asset Management clients. Review audit testing, workpapers, and financial documentation prepared by audit staff. Manage engagement timelines, deliverables, and client communications. Identify risks, resolve audit issues, and escalate concerns as appropriate. Ensure compliance with applicable audit standards and firm methodologies. Mentor and support Senior Associates and other audit team members. Collaborate with client stakeholders to gather information and facilitate engagement success.
Required Qualifications:
Bachelor's Degree in Accounting. Active CPA license. Recent External Audit experience. Public Accounting experience. Wealth Management or Asset Management client experience. Experience leading audit engagements and reviewing staff work. Strong verbal and written communication skills. Ability to work as a W2 employee
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JOB OVERVIEW
Experience level
Senior
Location
Virginia Beach, VA
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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