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7 results for Senior Auditassurance Services Associate in Charlotte, NC

Junior Associate

Matthews, NC
onsite
Permanent / Full Time
60000 - 70000 USD / Yearly
About the OpportunityWe are partnering with a boutique, fee‑based financial advisory practice that manages just under $100M in client assets across approximately 110 households. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes government employees, healthcare professionals, and public‑sector workers — groups often underserved by traditional advisory models.This is an excellent opportunity for someone early in their financial services career who is eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning. The RoleThe Junior Associate / Paraplanner will directly support a highly experienced Senior Financial Advisor by assisting with the investment and portfolio management function, research, client preparation, and operational follow‑through. This position is designed to grow over time, including firm sponsorship for FINRA licensing (Series 6 or Series 7) once foundational competencies are demonstrated.This is not a sales role — it is analytical, compliance‑focused, and client‑centric. Key ResponsibilitiesInvestment & Portfolio Support<ul><li>Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul>Financial Planning & Analysis<ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul>Operations, Compliance & Client Interaction<ul><li>Participate in client meetings (in person or by phone) when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to authorization and verification rules, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul>Practice & Client Engagement Support<ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>
2026-04-15T00:00:00Z

Junior Associate

Matthews, NC
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies. Responsibilities:• Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines.• Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets.• Assist in financial planning and modeling by using specialized planning software.• Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season.• Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning.• Provide backup support for account administration tasks when needed.
2026-04-15T00:00:00Z

Sr. Tax Accountant

Charlotte, NC
onsite
Temporary / Contract
45 - 60 USD / Hourly
We are looking for an experienced Sr. Tax Accountant to join a Contract engagement supporting a high-priority tax filing cycle in Charlotte, North Carolina. This role centers on reviewing a large volume of completed returns, managing electronic submissions, and assisting with time-sensitive federal tax matters, including work tied to R&D tax credit considerations. The position offers the opportunity to partner closely with tax leadership in a deadline-driven, collaborative environment where accuracy and efficiency are essential. Responsibilities: • Examine completed business and individual tax returns for accuracy, completeness, and compliance before final submission. • Manage electronic filing activities independently, ensuring returns are transmitted properly and on time. • Review a broad portfolio of filings that includes S corporations, C corporations, partnerships, and Form 1040 returns. • Provide support for urgent federal tax deadlines, including projects connected to R&D-related tax matters and retroactive election filings. • Assess older outstanding returns that require additional attention and bring them to completion within required timeframes. • Work directly with the Tax Manager to resolve review notes, clarify technical issues, and maintain progress during a peak workload period. • Help maintain steady throughput across a high-volume return inventory while preserving strong quality standards.
2026-05-06T00:00:00Z

Sr. Accountant

Charlotte, NC
onsite
Permanent / Full Time
90000 - 105000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Charlotte, North Carolina. In this role, you will oversee a variety of financial tasks, ensuring accuracy and compliance with organizational policies and accounting standards. You will also play an integral part in mentoring entry-level team members and enhancing the efficiency of accounting processes. Responsibilities: • Lead and mentor entry-level team members, providing guidance and reviewing their work for accuracy and compliance. • Prepare and review journal entries, ensuring financial transactions are recorded in alignment with established accounting policies. • Monitor account activity and maintain supporting documentation to ensure proper financial recordkeeping. • Complete, review, and approve reconciliations for general ledger accounts, investigating and resolving discrepancies as needed. • Design, implement, and document workflows and controls for accounting and reporting processes, including subsidiary systems. • Recommend and refine controls to adapt to changes in products, processes, regulations, or corporate policies. • Develop and update accounting processes and procedures to align with regulatory and organizational standards. • Analyze financial performance by preparing and interpreting complex reports, including variance analyses and budget forecasts. • Ensure accurate and timely submission of management, regulatory, and financial reports. • Respond to audit inquiries and collaborate with relevant teams to provide necessary analysis and documentation.
2026-04-02T00:00:00Z

Office Services Associate

Charlotte, NC
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are looking for a dedicated Office Services Associate to join our team on a contract basis in Charlotte, North Carolina. In this role, you will provide essential back-office services, including reprographics, mail handling, and other support functions in both physical and digital environments. This position requires a proactive individual with strong organizational skills and a commitment to delivering excellent customer service. Responsibilities: • Perform reprographics and mail services tasks, ensuring all work is completed accurately and on time. • Utilize logs and job tickets to track and prioritize assignments efficiently. • Troubleshoot basic equipment issues and escalate problems when necessary. • Load and maintain office machinery with paper, toner, and other supplies. • Adhere to company and client site policies while handling sensitive and confidential documents. • Conduct quality assurance checks on completed tasks to maintain high standards. • Communicate effectively with supervisors and clients regarding job progress or deadlines. • Provide support for hospitality, audio/visual, and reception services as needed. • Follow established procedures to ensure cost-effective use of equipment and supplies. • Regularly lift and transport items weighing up to 50 pounds.
2026-05-06T00:00:00Z

Sr. Cost Accountant

Monroe, NC
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Sr. Cost Accountant to support a manufacturing operation through a long-term contract engagement. This position is ideal for a detail-oriented finance specialist who can bring structure to plant accounting activities, strengthen inventory and costing accuracy, and keep reporting on track during demanding operational periods. The role will work closely with production, procurement, and leadership teams to translate financial results into practical recommendations that improve performance and margins. Responsibilities: • Lead plant cost accounting activities by maintaining accurate product costing, reviewing cost inputs, and ensuring reliable financial data for monthly reporting. • Oversee inventory valuation processes, including reconciliations, variance review, and support for annual physical inventory activities to improve accuracy and control. • Analyze manufacturing performance by identifying cost trends, investigating variances, and highlighting opportunities to reduce waste and improve profitability. • Partner with operations and procurement teams to strengthen material controls, monitor purchasing impacts, and support better cost management decisions. • Establish and refine repeatable accounting procedures, documentation, and internal controls that improve consistency and audit readiness. • Support month-end close in a fast-paced plant environment by resolving inventory and costing issues within required deadlines. • Prepare clear financial and operational reporting, using tools such as Power BI when needed, to provide actionable insight to business stakeholders. • Assist with audit preparation by organizing supporting schedules, validating inventory-related records, and addressing cost accounting questions from reviewers.
2026-05-01T00:00:00Z

Staff Auditor - Public

Charlotte, NC
onsite
Temporary / Contract
27.55 - 31.9 USD / Hourly
We are looking for a Staff Auditor - Public to support performance audit work for public sector programs and agencies in Charlotte, North Carolina. This Long-term Contract position offers the opportunity to evaluate how government operations perform, identify practical improvements, and help strengthen accountability across public services. The ideal candidate brings strong analytical judgment, clear written communication, and the ability to turn complex information into meaningful audit insights. Responsibilities: • Design and carry out performance audit assignments for state agencies, programs, and municipal entities while aligning work with applicable government auditing standards. • Review operational goals, workflows, and reported results to assess whether programs are achieving intended outcomes and using resources effectively. • Gather, validate, and interpret both numerical and narrative information to develop well-supported audit observations and conclusions. • Examine processes for potential control weaknesses, operational inefficiencies, and areas where service delivery can be improved. • Develop organized audit documentation and prepare reports that clearly explain findings, supporting evidence, and practical recommendations. • Present audit results to leadership and other stakeholders in a thorough and attentive manner, addressing questions and explaining the impact of conclusions. • Work closely with internal team members and audited organizations to maintain productive relationships throughout planning, fieldwork, and reporting. • Contribute to audit reviews that may involve financial controls, compliance considerations, and support for broader external audit activities as needed.
2026-05-06T00:00:00Z