Senior Auditor - Financial Services (Insurance)

Wipfli Advisory LLC • Atlanta, GA

24d • Hybrid

About The Position

Wipfli is hiring a Senior Auditor for financial services (insurance). The role audits financial statements, quarterly financial information, and clients’ annual reports; contributes to pre-audit planning and risk assessment; researches accounting and audit issues; and tests internal controls, policies, and procedures while making recommendations. Audits are performed under applicable GAAS, GAAP, PCAOB, AICPA auditing standards, and SOX requirements. The position also involves building relationships and communicating with clients and colleagues, as well as teaching, training, and developing incoming staff and interns.

This position uses a hybrid work arrangement, with regular work from a Wipfli office, home, and client sites. Scheduled meetings at client sites or in the office require in-person attendance. Client-site travel may be local, regional, or national, and travel may be required up to 50%.

Requirements

• Bachelor’s degree in accounting or a related field.
• Must meet the educational requirements to sit for the CPA exam.
• 1–3 years of accounting-related experience.
• Ability to plan, prioritize, and organize work effectively across multiple tasks.
• Adaptability to varying levels of client complexity involving people, processes, and systems.
• Excellent verbal and written communication skills.
• Ability to travel to client sites up to 50%.

Nice To Haves

• CPA certification preferred; candidates actively pursuing CPA certification will be considered.

Responsibilities

• Audit financial statements, quarterly financial information, and clients’ annual reports.
• Participate in pre-audit planning, assess the risk of material misstatement, and design effective audit procedures.
• Identify accounting and audit issues and research solutions.
• Test internal controls, policies, and procedures, and make recommendations.
• Perform audits under GAAS, GAAP, PCAOB, AICPA auditing standards, and SOX.
• Build relationships and communicate proactively with clients and associates.
• Teach, train, and develop incoming staff and interns.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior