Audit Senior Associate

RKL•Allentown, PA

11d•$75,000 - $85,000

About The Position

The Senior Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business and are involved in new hire training and coaching. The Senior Associate provides exceptional client service as a trusted business advisor. Success Factors Responsibilities Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures. Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Produce quality service and statements for the in-charge to review with minimal corrections Perform engagements and review financial information using available technology tools and research engines Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Establish and ensure client deliverables are met within expectations Identify and introduce other firm services based on client needs and discovered opportunities Supervise Associates and Interns on engagements and provide guidance as needed Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team player (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Excellent organization skills and strong attention to detail
Multitasker with the ability to prioritize and complete work accordingly
Excellent verbal and written communication skills with strong client service focus
Strong analytical and interpersonal skills
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Demonstrated ability to take the lead on client engagements as needed
Working knowledge of Microsoft Office suite products and technologically- savvy
Self-motivated and willingness to enhance accounting and advisory knowledge
Bachelor’s degree in Accounting
Successful progress towards CPA licensure, if not already obtained
2+ years’ experience in performing engagement procedures and in preparation of financial statements preferred
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients and events as needed, overnight travel may be required

Nice To Haves

Prior experience in coaching and training entry-level accounting professionals preferred

Responsibilities

Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures
Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures.
Visit client onsite for required audits and/or other financial inquiries as needed
Answer client calls and emails in a timely manner and with a solution-oriented approach
Produce quality service and statements for the in-charge to review with minimal corrections
Perform engagements and review financial information using available technology tools and research engines
Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry
Proactively inform engagement team of work status and request information from client as needed
Establish and ensure client deliverables are met within expectations
Identify and introduce other firm services based on client needs and discovered opportunities
Supervise Associates and Interns on engagements and provide guidance as needed
Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients
Keep up to date with local and national business and economic issues
Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
Take initiative to be a team player (proactively seek opportunities to help others)
Treat everyone with respect
Develop loyalty and trust within the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions