Accounting & Audit Support Specialist

Dana F. Cole & Company, LLP • Lincoln, NE

16h

About The Position

The Accounting & Audit Support Specialist reports to an assigned audit CPA and provides accounting and administrative support for audit engagements. The role helps organize the CPA’s workflow, coordinate client information, monitor deadlines, and prepare financial schedules and supporting documentation for review. It suits someone with practical accounting experience, strong organizational skills, attention to detail, and the ability to anticipate needs and follow through independently. Relevant experience may come from corporate staff accounting, bookkeeping, or public accounting; audit experience is helpful but not required. A four-year accounting degree is not required for candidates with equivalent experience.

The specialist coordinates the CPA’s workflow, organizes appointments and client communications, requests and organizes client records, maintains client files, and tracks deadlines and outstanding questions. For audit engagements, the role organizes financial records and prepares account schedules, reconciliations, and workpapers for CPA review; tracks client requests and assignment status; and assists with assembling, proofreading, formatting, and delivering financial statements, audit reports, and correspondence. The specialist may also assist with routine audit procedures as directed by the CPA, following firm documentation, quality-review, and client-information protection procedures.

The position collaborates with audit, accounting, and administrative staff. Success calls for reliable follow-through, timely communication, accurate work, discretion, and the ability to anticipate information and scheduling needs. Additional hours may be necessary during peak audit periods and other high-volume periods. Dana F. Cole & Company, LLP provides tax, estate and financial planning, accounting and auditing, and business and management consulting services through offices in Nebraska, Kansas, Michigan, Minnesota, Missouri, and Wyoming.

Requirements

• At least three years of relevant accounting or bookkeeping experience, including responsibility for general ledger activity, account reconciliations, and financial reporting.
• Working knowledge of accounting principles and ability to recognize and investigate discrepancies.
• Experience using QuickBooks and Microsoft Excel.
• Strong organizational skills and ability to manage multiple assignments, competing priorities, and recurring deadlines.
• Clear, professional communication skills and ability to maintain positive client and employee relationships.
• Ability to work independently, exercise sound judgment, and follow assignments through to completion.
• High level of accuracy, discretion, and attention to detail.
• Associate degree in accounting or a related field, or an equivalent combination of education and relevant work experience; a bachelor’s degree is not required.

Nice To Haves

• Three to five years of experience in corporate staff accounting, full-charge bookkeeping, or a similar role.
• Experience working in a public accounting firm or directly supporting an audit CPA.
• Prior audit experience; helpful but not required.
• Experience coordinating an executive’s or professional’s schedule, correspondence, priorities, or workflow.
• Familiarity with payroll processing, payroll tax reporting, and year-end reporting.
• Experience with audit workpaper software, document management systems, or accounting firm workflow software.
• QuickBooks certification.

Responsibilities

• Coordinate the CPA’s workflow by maintaining task lists, tracking assignments, and monitoring client deliverables and deadlines.
• Organize appointments, meetings, and client communications to support timely completion of work.
• Request, collect, and organize client records; identify missing information and follow up as needed.
• Prepare correspondence, maintain accurate client files, and document outstanding questions and next steps.
• Coordinate with firm employees to keep work moving and communicate changes in priorities.
• Handle confidential financial, client, and personnel information with discretion.
• Organize client financial records and prepare account schedules, reconciliations, and supporting workpapers for the audit CPA’s review.
• Maintain engagement checklists, track client information requests, and monitor audit assignment and deliverable status.
• Assist with assembling, formatting, proofreading, and delivering financial statements, audit reports, and related correspondence under established firm processes.
• Assist with routine audit support procedures as assigned and directed by the CPA; identify discrepancies, missing documentation, and questions requiring the CPA’s judgment.
• Follow firm procedures for documentation, quality review, and protection of client information.

Benefits

• Competitive salaries
• Medical insurance
• Disability insurance
• 401(k)
• Section 125 plan
• Challenging assignments, a supportive learning environment, and opportunities to develop individual skills and career interests

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree