Key Responsibilities<br>• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.<br>• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.<br>• Prepare and review workpapers, ensuring proper documentation and support for conclusions.<br>• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.<br>• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.<br>• Work on affordable housing engagements, including low-income housing entities and related compliance matters.<br>• Assist with engagements for homeowners associations; prior HOA experience a plus.<br>• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.<br>• Supervise, train, and mentor staff, providing clear instructions and timely feedback.<br>• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.<br>• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.<br>• Assist with implementation of new accounting and auditing standards for assigned clients.<br>Qualifications<br>• Bachelor’s degree in accounting or related field required.<br>• CPA license preferred; candidates actively pursuing licensure considered.<br>• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.<br>• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.<br>• Solid knowledge of U.S. GAAP and generally accepted auditing standards.<br>• Proficiency with Microsoft Office and audit/engagement software.<br>• Strong analytical, organizational, and problem-solving skills.<br>• Effective written and verbal communication skills.<br>• Ability to manage multiple engagements and deadlines.<br>• Team-oriented with demonstrated leadership and supervisory abilities.
<p><br></p><p> <strong><u>Responsibilities</u></strong> </p><p>• Prepare Federal and State Income tax returns for individuals, Limited Liability </p><p>Companies, and S-Corporations </p><p>• Review/analyze prior years’ filings for accuracy </p><p>• Correspond with clients regarding tax information and documentation </p><p>• Meet with clients to obtain additional information on taxable income and deductible expenses and allowances </p><p>• Meet with client's and discuss their income tax results and procedures for filing </p><p>• Advise clients on the full spectrum of tax services, including but not limited to: </p><p>planning, research, and compliance </p><p>• File federal, state, and local tax documents, extensions and quarterly payments </p><p>through CCH Prosystems Tax software </p><p>• Collaborate with other Associates to validate tax laws, procedures, forms </p><p>and methodology used in preparation of returns </p><p>• Demonstrate understanding of GAAP and Statutory audit rules by performing compilation, review and audit engagements </p><p>• Opportunity to become a partner of the Firm</p>