Assurance Senior Associate - Commercial

Corporate Headquarters•Winchester, VA

About The Position

Assurance Senior Associates at YHB assist with completing assigned engagements and support Supervisors and Managers by serving as a first-level mentor and resource to less experienced Associates. They complete tasks efficiently and on time, seek additional responsibilities when available, and build fluency with YHB’s Assurance process and methodology. The role combines audit and assurance work with client service, engagement coordination, professional development, and peer coaching. Associates are expected to produce organized workpapers, apply risk assessment knowledge and professional skepticism, communicate clearly with clients and colleagues, meet deadlines and billable-hour expectations, and contribute to the growth of the firm. The position also involves ongoing learning, business development participation, and developing the capabilities needed to progress toward a Supervisor role.

Requirements

  • Bachelor’s degree in Accounting or a related field, or an equivalent combination of education and work experience.
  • Effective verbal and written communication skills.
  • Commitment to integrity, teamwork, innovation, and service.
  • Ability to travel to YHB offices, client locations, and/or training.
  • Ability to maintain confidentiality of client and firm information.
  • Ability to manage assigned work, meet deadlines, and communicate status and potential roadblocks.
  • Ability to work collaboratively and maintain positive relationships with firm leadership, clients, and team members.

Nice To Haves

  • Accounting coursework and the 150 credit hours required to achieve CPA certification.
  • Prior public accounting work experience.
  • Intermediate knowledge, skills, and understanding of audit and assurance work and general accounting principles.
  • Knowledge of a particular industry or specialization area.

Responsibilities

  • Complete assigned engagement tasks accurately, efficiently, and within established timeframes and budgets.
  • Support Supervisors and Managers throughout engagements, including completing initial review notes or corrections so workpapers are ready for final review.
  • Prepare neat, organized, cross-referenced workpapers that document procedures and conclusions in accordance with YHB standards.
  • Apply risk assessment knowledge, professional skepticism, and audit and accounting principles when performing engagement procedures.
  • Identify issues, quality-control concerns, and opportunities for improvement, and communicate them to appropriate engagement leaders.
  • Maintain frequent communication with in-charge staff about task status, assistance needed, and potential challenges or delays.
  • Assist with client outreach to obtain documentation and support successful engagement completion.
  • Build client relationships and understand client needs, expectations, and deadlines.
  • Follow YHB’s time-reporting requirements and take ownership of work to meet annual billable-hour expectations.
  • Manage available time to complete assigned work within budget while also coaching and developing less experienced Associates.
  • Maintain a working knowledge of YHB’s services and develop the ability to discuss them with clients and prospective clients.
  • Build a network of client and business contacts and seek opportunities to increase YHB’s visibility through professional or community involvement.
  • Participate in continuing education, training, recruiting, firm committees, marketing, and business development during non-billable time.
  • Complete assigned training courses or learning tracks within the required timeframe and seek chargeable work when not assigned to an engagement.
  • Coach less experienced team members, delegate appropriate tasks, and participate in campus recruiting and internship or externship support.
  • Seek feedback and mentorship, develop challenging goals, and expand responsibilities in preparation for a potential Supervisor role.
  • Maintain confidentiality and represent YHB professionally in written and spoken communications.
  • Travel to YHB offices, client locations, and/or training as needed.

Benefits

  • Market-competitive salary and performance-based bonuses.
  • 401(k) retirement savings plan and profit-sharing plan.
  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • Wellness programs and employee assistance programs.
  • Paid parental leave and family support.
  • Learning and development opportunities.
  • Tuition reimbursement.
  • CPA exam support and certification reimbursements.
  • Mentorship programs.
  • Internal promotions and career pathing opportunities.
  • Paid time off and holidays.
  • Flexible work arrangements, with hybrid or remote options available.
  • Collaborative and inclusive work environment.
  • Employee resource groups and diversity initiatives.
  • Social events, team-building activities, and volunteer opportunities.
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