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Audit Manager jobs in United States, Connecticut, Stamford

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Company
Job type
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Job title (1)
United States
Connecticut
Stamford
4 jobs found
09.12.2025
EY

EY Audit Advisor - Assurance Services United States, Connecticut, Stamford

Limitless High-tech career opportunities - Expoint
Building and maintaining key client relationships by delivering exceptional client service. Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken. Identifying and driving opportunities...
Description:

Your key responsibilities

  • Building and maintaining key client relationships by delivering exceptional client service
  • Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
  • Identifying and driving opportunities –use your knowledge gained from other projects and from our knowledge sharing sessions and technical training to add input to projects and proposals
  • Building your own strong client and internal relationships - develop and use your relationship skills to create your own external and internal networks
  • Counsel and develop junior staff through delegation and on the job training

Skills and attributes for success

What we look for

  • Client driven and strategically and commercially aware
  • Excellent communicator in a range of situations both written and oral.
  • Enthusiastic and flexible attitude to work
  • Strong and motivated team player
  • Coaching and developing more junior staff

Ideally, you’ll also

  • Experienced tax practitioner with reviewing skills and expertise in international tax
  • Any of the following preferred: ATT / ACA / CA / CTA (or breadth of knowledge equivalent to CTA, e.g. law qualification)
  • Experience of working with financial services clients

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07.12.2025
BOA

Bank Of America Merrill Market Client Relationship Manager United States, Connecticut, Stamford

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Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:


This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

  • Oversees the client service experience and reviews the approval of new client accounts

  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

  • Managing the branch's Wealth Management Client Associates and Service Support Staff

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience ​

Key Qualifications for the role:

  • Current or previous Merrill Wealth Management experience strongly preferred

  • Self-motivated and client centric

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

  • Prior trend analysis experience

  • Strong customer service and communication skills

  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

  • Bachelor’s degree or equivalent work experience

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent


Skills:

  • Compensation Analysis

  • Performance Management

  • Process Performance Management

  • Referral Management

  • Workforce Planning

  • Due Diligence

  • Internal Audit Review

  • Leadership Development

  • Recruiting

  • Risk Management

  • Client Management

  • Customer Service Management

  • Employee Counseling

  • Succession Planning

  • Trade Operations Management

1st shift (United States of America)

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18.11.2025
EY

EY FSO Audit - Wealth Asset Management Manager Stamford United States, Connecticut, Stamford

Limitless High-tech career opportunities - Expoint
Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements. Completing audit processes and documenting higher-risk areas to increase your technical and business skills. Engaging clients and providing...
Description:

This is an area that has seen substantial investment, focused on technology, knowledge and development for assurance professionals. You’ll see that reflected in your career, with plenty of opportunities to take on new responsibilities. That could mean developing a deep professional knowledge base in one area or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets.

Skills and attributes for success

  • Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
  • Completing audit processes and documenting higher-risk areas to increase your technical and business skills
  • Engaging clients and providing authoritative advice and professionalism throughout transactions
  • Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
  • Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible

To qualify for the role you must have

  • A bachelor’s degree in an accounting, finance or business discipline, supported by 5 to 8 years’ work experience as an auditor in a public accounting firm
  • US CPA licensure in your work state
  • Working knowledge of US GAAP
  • Proven project management skills
  • Excellent communication and negotiation skills and a collaborative approach to management
  • The flexibility to constantly learn and adapt in a fast-paced environment
  • The ability and willingness to travel and work in excess of standard hours when necessary
  • Access to reliable transportation to/from the EY office and client sites. A driver’s license is strongly recommended as ride share and public transportation options may not be available in all locations

Ideally you’ll have

  • Knowledge of current market issues in the Wealth and Asset Management sector in the US

What we look for

We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $98,200 to $180,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $117,900 to $204,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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23.04.2025
EY

EY Tax Provision Manager - Accounting & United States, Connecticut, Stamford

Limitless High-tech career opportunities - Expoint
Tax Accounting Projects and Consulting. Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision. Process and Controls Enhancement. Key Risks Identification, Prioritization, Monitoring...
Description:

Manager – Tax Accounting and Risk Advisory Services (TARAS)

Our Tax Accounting and Risk Advisory Services (TARAS) practice assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. The TARAS practice is an established practice that has been serving the complex and global tax reporting needs of companies for approximately ten years. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.

This team comprises our most highly specialized resources in the area of ASC 740, provision process and internal controls over the tax provision. As a member, you will work closely with our leaders to serve companies that need assistance with tax accounting for transactions or their on-going tax provision process. As you progress, you'll become a trusted business advisor to your clients while helping organizations grow. You will also benefit from being mentored by recognized tax professionals who include some of the firm's most senior tax talent.

Your key responsibilities

As a Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, mergers and acquisitions, initial public offerings, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.

Skills and attributes for success

  • Tax Accounting Projects and Consulting
  • Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
  • Process and Controls Enhancement
  • Key Risks Identification, Prioritization, Monitoring and Remediation

To qualify for the role you must have

  • A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
  • Valid US Certified Public Accountant (CPA) license or active state bar membership
  • Minimum of 5 years of work experience in professional services, tax organization, law firm, or IRS
  • Broad understanding and experience with federal income taxation
  • Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
  • Ability to travel 50%+ and work on out-of-town projects

Ideally, you'll also have

  • Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation

What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,600 to $188,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,100 to $213,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Building and maintaining key client relationships by delivering exceptional client service. Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken. Identifying and driving opportunities...
Description:

Your key responsibilities

  • Building and maintaining key client relationships by delivering exceptional client service
  • Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
  • Identifying and driving opportunities –use your knowledge gained from other projects and from our knowledge sharing sessions and technical training to add input to projects and proposals
  • Building your own strong client and internal relationships - develop and use your relationship skills to create your own external and internal networks
  • Counsel and develop junior staff through delegation and on the job training

Skills and attributes for success

What we look for

  • Client driven and strategically and commercially aware
  • Excellent communicator in a range of situations both written and oral.
  • Enthusiastic and flexible attitude to work
  • Strong and motivated team player
  • Coaching and developing more junior staff

Ideally, you’ll also

  • Experienced tax practitioner with reviewing skills and expertise in international tax
  • Any of the following preferred: ATT / ACA / CA / CTA (or breadth of knowledge equivalent to CTA, e.g. law qualification)
  • Experience of working with financial services clients

Show more
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