Audit Associate

JTC Group • Austin, TX

3d • Hybrid

About The Position

JTC is looking to expand its Audit/Tax Department team. The team facilitates annual independent audits, tax returns, and state filings for all SALI IDFs, working closely with internal SALI departments and external parties, including auditors and tax preparers. This permanent role is in Fund Services within the Institutional Client Services division and has a hybrid workplace structure.

Requirements

• 2–3 years of experience in financial services, accounting, or a related field.
• Experience using, or demonstrated ability to quickly learn, third-party financial or business software systems.
• Strong attention to detail.
• Ability to work in a fast-paced, high-volume environment.
• Ability to work effectively in a team and independently.
• Ability to communicate effectively internally and externally.
• Flexibility to adapt to changing work priorities and assignments, and ability to meet deadlines.

Responsibilities

• Help facilitate the audit and tax process for SALI IDFs, including creating confirmation letters, providing requested documentation to external parties, and following up to request needed data.
• Monitor a high-volume inbox and respond as needed.
• Assist the accounting team with missing data or discrepancies, and update and capture information as needed.
• Capture data in Salesforce, Intralinks, and SharePoint as required.
• Support audit and tax deadlines by tracking information received and reaching out for missing Investment Funds documents.
• Participate in team projects, assignments, and other responsibilities, including continual process improvement and data integrity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed