Weaver · 3 hours ago
Asset Management Consulting Manager - SOX
Dallas, TX
Full-time
Onsite
Mid, Senior Level
4+ years expWeaver is a full-service national accounting, advisory and consulting firm that values a diverse and collaborative workplace culture. The Manager in Asset Management Consulting will focus on SOX-related work for Asset Management companies, overseeing project management, internal audits, and ensuring compliance with regulatory standards.
Accounting
Responsibilities
Project planning and execution of engagement objectives
Daily interaction and communication with client personnel
Performing the initial review of staff workpapers
Supervising teams of 1 - 6 staff members on multiple concurrent engagements to ensure they receive feedback, direction and resources in the event engagement issues arise
Qualification
Required
Bachelor's degree in Accounting or related field
CPA or CIA with 4+ years of experience in public accounting or internal audit
Knowledge of the Financial Services industry with specific emphasis on Asset Management and Investment Funds
SOX experience with large financial services, investment companies, and asset managers
Thorough understanding of PCAOB standards and ICFR requirements
Proficient at Microsoft Excel, Word, and PowerPoint
Excellent written and verbal communication skills
Team orientation and strong interpersonal skills
Strong project management skills
Thorough understanding of the COSO internal control framework, Internal Audit Standard, and the Sarbanes Oxley Act and the related requirements of Section 404
Basic familiarity with GAAP and GAAS
Ability to be on-site at clients, as requested
Preferred
Master's degree in Accounting or related field
Advanced understanding of financial reporting, transaction cycles, and business processes
Ability to mentor and help develop less experienced staff
Demonstrate independent thinking and strong decision making
Benefits
Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan
Flexible scheduled time off (STO)
Minimum of 56 hours of sick and safe leave
11 holidays
2 scheduled recharge days
In-house CPE and learning opportunities through our internal Learning & Development department
Multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth
Internal Leadership Coaching Program
Company
Weaver
Weaver is an accounting and auditing firm.
1001-5000 employees
H1B Sponsorship
Weaver has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (23)
2024 (19)
2023 (9)
2022 (13)
2021 (6)
2020 (7)
Funding
Current Stage
Late StageLeadership Team
Elliott Jeter
Managing Director
Recent News
2026-01-20
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