Responsibilities:
- Prepares and examines financial records, identify potential areas of opportunity and risk, and provides solutions for businesses and individuals. They ensure that financial records are accurate, that financial and data risks are evaluated, and that taxes are paid properly.
- Coordinate with the client service team through all phases of the engagement including planning, fieldwork, communications with the client, and wrap-up through report issuance.
- Workpaper and financial statement preparation for reviews, agreed-upon procedures, and audits
- Reconcile client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaid, accruals, property, equipment, and calculates depreciation expense.
- Complete testing on Internal Controls, Single Audit and other various funds.
- Confirm cash, legal, insurance, revenue, etc. accounts.
- Use the firm’s software programs to automate the process from trial balance and financial statements.
- Build good relationships with clients’ staff to foster requests for additional services.
- Demonstrate a solid grasp of U.S. GAAP, auditing standards, and techniques.
- Actively contribute to and participate in firm projects and initiatives.
- Perform other accounting, auditing, tax, and consulting duties as needed in engagements.
Qualifications:
- Bachelor’s Degree in Accounting, Finance, Business or related field.
- CPA preferred.
- Knowledge of general accounting principles.
- Proficient in use of computers.
- Proficient in Microsoft Excel and Word.
- Strong English written and verbal communication skills. Ability to communicate clearly and concisely.
- Team-oriented mindset providing customers with high quality work and excellent customer service.
- Strong organizational skills and attention to detail.
- Experience with the following types of audits is a plus: Corporate, Nonprofit, Construction, Single Audit, Yellow Book, Employee Benefit Plan
- Experience with ProSystems fx Engagement, SMART E-Practice, and PPC Tools is a plus.
- Must be willing to work on a hybrid set-up.
