Audit Administrative Coordinator
About The Position
The Audit Coordinator provides administrative, engagement coordination, and project management support to the Audit Department. The role supports partners, managers, and engagement teams throughout the client and engagement lifecycle, helping ensure that assigned processes, documents, communications, and deadlines are completed accurately and on time. The coordinator works collaboratively with audit professionals, clients, and administrative colleagues to promote efficient workflows, consistent processes, and exceptional client service. The position coordinates client onboarding and audit-specific workflow setup; serves as an administrative contact for assigned clients and engagement teams; and supports engagement documentation, file-wrap processes, engagement letters, confirmations, financial statements, and other deliverables. It also provides administrative support to audit partners and managers and assists with department technology, templates, meetings, and projects. The role has no formal supervisory responsibility, though it may involve coordinating, delegating, or redirecting tasks based on staff availability. This is a full-time position working 40 hours per week. Core hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. Additional hours, including occasional evenings or weekends, may be required during peak audit periods or to meet client and engagement deadlines. The role operates in a professional office environment and may require local, out-of-town, or overnight business travel.
Requirements
- High school diploma or equivalent.
- At least two years of administrative, project coordination, client service, or related professional experience.
- Experience managing multiple assignments, projects, or workflows with competing deadlines.
- Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and Teams.
- Strong written, verbal, and listening communication skills.
- Ability to learn and effectively use audit, workflow, document-management, and client-collaboration systems.
- Ability to work effectively in a fast-paced, deadline-oriented environment and adjust priorities as client and department needs change.
Nice To Haves
- Associate degree in business administration, accounting, finance, office administration, or a related field.
- Experience in public accounting, professional services, audit administration, or financial document preparation.
- Experience preparing professional financial documents, reports, correspondence, or client deliverables.
- Familiarity with audit engagement terminology and the general lifecycle of an audit engagement.
Responsibilities
- Coordinate audit client onboarding and assist with audit-specific new-client and workflow setup.
- Serve as an administrative point of contact for assigned clients and engagement teams.
- Assist with client projects and special engagement-related assignments.
- Follow up promptly and maintain professional communication with clients, partners, managers, and engagement team members.
- Tie out prior-year financial statement information and prepare or roll forward engagement letters, representation letters, and other assigned engagement documents.
- Complete assigned file-wrap procedures, excluding steps requiring completion or approval by an audit senior or other audit professional.
- Monitor file-wrap deadlines and help route engagement files through the appropriate completion process.
- Prepare, distribute, and track engagement letters through DocuSign or other designated systems; monitor deadlines and follow up on outstanding documents.
- Prepare and track audit confirmations.
- Prepare and revise financial statements based on information and direction from the engagement team.
- Draft assigned deliverables, including financial statements, management letters, governance letters, and representation letters.
- Incorporate reviewed changes accurately and route documents through the established review process.
- Assist with report and template changes and with preparing and organizing final engagement deliverables.
- Upload and file board minutes or other authorized governance documents.
- Maintain Checkpoint newsletters and assigned department templates.
- Assist with designated audit technology, document-management, and workflow processes.
- Provide administrative support to audit partners and managers, including calendar review, billing, and coordination of administrative items.
- Participate in firm meetings, employee engagement activities, and department or firm projects.
- Coordinate with available staff and administrative team members to delegate or provide backup for tasks when appropriate.
- Perform other duties as assigned by the Audit Service Line Leader, Partner-in-Charge, or another member of the partner group.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
