Senior Associate, Audit – SEC

CBIZ

. Coordinate engagement phases, budget time and expenses, manage staff time, monitor performance against budget, and review work papers and financial statements .

Posted 9/17/2026full-timeBoston • Connecticut • United StatesSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing audit engagements, ensuring compliance with accounting principles and standards, and providing effective training and supervision to staff. Proficient in risk management, client relationship management, and maintaining high-quality control standards.

Highest-signal resume keywords

Licensed CPAIndependent Audit ExperienceAccounting Principles KnowledgeProSystem FX EngagementTechnical Proficiency with Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Audit Engagement ManagementFinancial Statement ReviewRisk Management StrategiesQuantitative and Qualitative AnalysisCompliance EvaluationSEC Filings ReviewPerformance MonitoringAccounting Software ProficiencyProfessional JudgmentCPE Maintenance

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsResearch SkillsTime Management

Tools & Technologies

ExcelWordOutlookProSystem FX Engagement

Certifications & Qualifications

Bachelor's Degree in AccountingCPA Eligibility

Industry Keywords

Public AccountingAudit StandardsTaxationClient ManagementProfessional Standards

About the role

Key responsibilities & impact

Coordinate engagement phases, budget time and expenses, manage staff time, monitor performance against budget, and review work papers and financial statements
Plan engagements, delegate to and supervise staff, and provide daily development and detailed review of assurance staff work
Serve as the firm's in-charge field representative on engagements
Own specific engagement aspects through completion
Investigate quantitative and qualitative variances
Implement risk management strategies and communicate areas of risk exposure
Evaluate work papers for compliance with professional standards and firm policy
Review SEC filings and research technical accounting issues
Review reports and financial statements
Discuss significant findings with the engagement partner
Manage risk and execute quality control procedures
Maintain relationships with client management and staff
Provide on-the-job training to subordinates
Manage employee and client expectations
Participate in performance management processes
Maintain required annual CPE and stay current on professional pronouncements
Travel to client sites and participate in professional development opportunities

Requirements

What you’ll need

Bachelor's degree required in Accounting, Taxation or related field
2 years of experience in public accounting or related field
CPA candidates preferred
Ability to manage deadlines, work on multiple assignments and prioritize assignments
Demonstrated verbal and written communication skills
Proficient use of applicable technology
Must be able to travel based on client and business needs
2+ years independent audit experience in public accounting, specifically with SEC clients preferred
Licensed CPA or eligibility and active participation in the CPA exam preferred
Knowledge of accounting principles and auditing/tax standards
Ability to work under pressure, meet deadlines accurately, work independently, and exercise professional judgment
Strong communication, research, analytical, and writing skills
Technical proficiency with Excel, Word, and Outlook
Experience with accounting software; ProSystem FX engagement preferred

Benefits

Comp & perks

Hybrid work arrangement
Professional development opportunities
Required annual CPE
On-the-job training
Travel to client sites based on client and business needs