Job Description

Assurance Senior - Cary, NC
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who: A detail-oriented assurance professional who is committed to high-quality client service and continued technical development.

What: Prepare audit workpapers, analyze financial information, identify issues and solutions, and support efficient, accurate engagement execution.

When: Full-time role with chargeable hour expectations and ongoing professional growth.

Where: Cary, NC

Why: To contribute to strong client relationships and high-quality audit outcomes through accuracy, communication, and problem-solving.

Office Environment: A fast-paced, teamwork-driven environment that values professionalism, learning, and client service excellence.

Salary: Competitive compensation with benefits.

We are seeking an Assurance Associate who will support audit engagements by preparing workpapers, analyzing financial records, identifying client issues, and providing value-added recommendations. This role is ideal for a professional who is advancing in their assurance career and working toward CPA completion while contributing meaningfully to client service.

Essential Functions:
● Adhere to professional ethics and maintain strict client confidentiality.
● Demonstrate commitment to exceptional client service and personal attention.
● Support audit preparation including trial balance and lead sheet setup, schedule creation, financial updates, and record verification.
● Gain an understanding of client businesses and industry considerations.
● Meet budget and realization goals while supporting staff in meeting theirs.
● Identify client issues and clarify service responsibilities.
● Participate in staff and intern recruiting activities.
● Remain aware of accounting developments and research technical issues as needed.
● Identify problem areas and propose effective solutions to managers and partners.
● Provide value-added suggestions during audits and reviews.
● Meet assigned chargeable hour goals.
● Participate in internal training as appropriate.
● Continue working toward completing the CPA exam if not already certified.

Position Requirements:
● Bachelor’s degree in Accounting, Finance, or related field.
● CPA license strongly preferred.
● Two to five years of public accounting experience preferred.
● Solid understanding of basic accounting procedures and GAAP.
● Proficiency with Microsoft Office applications.
● Excellent multitasking, written, and verbal communication skills.
● Ability to meet deadlines in a fast-paced, team-oriented environment.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.