The role involves leading trust audit engagements evaluating client processes in the financial services sector and managing deliverables while ensuring effective client communication.

At Wipfli people count.
At Wipfli our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.
The Internal Audit Senior Consultant - Trust Focused position can work in person remote or in a hybrid environment in the Middlebury CT area. About 10% travel to client locations in the U.S. is required.
Responsibilities:

• Complete trust audit procedures as assigned for clients in the financial services industry
• Lead client engagements as the Engagement In-charge for client engagements: ensure proactive communication with the client and engagement team manage project timelines and deliverables cultivate strong client relationships and oversee all aspects of project execution
• Define measure and analyze client processes and procedures related to trust
• Evaluate whether processes and procedures are designed appropriately and operate effectively; identify areas of improvement
• Interview personnel at all levels within the client organization
• Communicate trust audit findings clearly and proactively with and to clients; report audit plan status and issues to Engagement In-charge or Job Manager as applicable
• Learn service offerings of the firm and recognize cross-selling opportunities as capacity allows

Qualifications:

• Bachelor's degree in finance accounting business or related degree OR equivalent years of experience in addition to the base required years of experience
• 5+ years of process and procedure-based trust audit or trust consulting experience at a professional services firm OR 6+ years of process and procedure-based trust experience at a financial services company
• Experience within the financial services industry is preferred
• Consulting experience is preferred
• Knowledge of compliance or professional standards associated with audit is preferred
• Ability to plan prioritize and organize projects under time deadlines
• Strong analytical skills with high attention to detail and accuracy
• Excellent written verbal and presentation communication skills
• Proficient in Microsoft Word Excel Outlook and Copilot
• About 10% travel to client locations within the U.S. is required

Carly Seidl from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-hybrid #LI-CS1
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at [email protected] .
Wipfli values fair transparent and competitive compensation considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88000-118000 with offers typically not made at the maximum allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location skills experience training/education licensure certifications business needs current associate pay and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans) dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage a 401(k) savings plan & profit share as well as Firm matching contribution well-being incentive education & certification assistance flexible time off family care leave parental leave family formation benefits cell phone reimbursement and travel rewards. Voluntary benefit offerings include critical illness & accident insurance hospital indemnity insurance legal long-term care pet insurance ID theft protection and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.