Internal Audit Senior Consultant - Trust Focused

• 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

• 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

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace optimize performance and drive growth. Our more than 3000 full-time associates deliver digital people strategy risk financial and outsourcing solutions to 54000+ clients. "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.

Why Work With Us

At Wipfli people count. 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. And we seek feedback openly from all.

Gallery