Experienced Associate Job Description
Experienced Associate Duties & Responsibilities
To write an effective experienced associate job description, begin by listing detailed duties, responsibilities and expectations. We have included experienced associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Experienced Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Experienced Associate
List any licenses or certifications required by the position: CPA, CISSP, CISA, CIA
Education for Experienced Associate
Typically a job would require a certain level of education.
Employers hiring for the experienced associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Taxation, Education, Business, Economics, Business/Administration, Computer Science, Law, Mathematics
Skills for Experienced Associate
Desired skills for experienced associate include:
Desired experience for experienced associate includes:
Experienced Associate Examples
Experienced Associate Job Description
- Performs the detail work of tax and review engagements, procedures engagements, or basic tax issues, providing support and leverage to seniors and others
- Supports multiple client engagements on time and within budget, identifying (State and Local) group in Baltimore MD
- Performs the detail work of audits, reviews, some compilations, and other assurance service for clients issues
- Administers customers returns
- Represents the organization to customers, associates, vendors and leadership as needed
- Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, relative to individual client assignments
- Help build and manage client relationships
- Assist other team members with multiple engagements
- Assist in solutions delivery
- Maintain a good working relationship with clients and work effectively with staff at all levels to gather information and perform Advisory services
- Effective verbal and written communication skills, good computer skills
- Masters of Taxation preferred, but not required
- Prior experience with an established public accounting and/or professional services firm is preferred
- Prior experience working with manufacturing and distribution or non-profit clients is preferred
- Ability to travel to client sites which may also require infrequent overnight travel
- Compliance audits conducted under GAGAS for Single Audit or Yellow Book a plus
Experienced Associate Job Description
- 25 days of paid time off for all professional level employees
- Half-day Fridays during the summer
- Employer-subsidized medical & dental benefits for both employee and family
- 2 paid days off annually for personal community service activities
- A true “open-door” policy at all levels
- Participate in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers
- Delivering professional, accurate and efficient assistance to customers, insurance carriers and vendors
- Assisting customers with general collision repair inquiries and scheduling vehicle for repair
- Delivering a professional, courteous and helpful service to callers
- Demonstrating excellent customer experiences
- Bachelors Degree in Accounting, Finance or related field is required, Masters in Taxation is preferred
- 1+ year of experience in a public accounting or professional services firm is preferred
- Current CPA or eligibility to sit for the CPA exam is preferred
- Prior experience servicing clients in the private sector preferred
- Current CPA licensure or academic credits to sit for CPA
- Experience in dealing with international tax matters a plus
Experienced Associate Job Description
- Utilizing various tool to research and troubleshoot inquiries to resolve on the first call
- Handling challenging situations calmly and professionally
- Meeting/exceeded required performance, quality and professional expectations
- Demonstrate excellent attendance and adherence to assigned work schedule
- Reviewing and preparing financial statements, footnotes, and work papers
- Demonstrating professional creativity in dealing with client matters and making constructive suggestions to improve client operations
- Effectively analyzing client transactions, recognizing potential or existing problems, conducting appropriate research, and working closely with managers on resolving the issue
- Developing a professional relationship with the client serving as the primary point-of-contact
- Extraordinary client service and communication skills with the ability to develop and maintain excellent client relationships
- Technical skills with MS Office applications such as Excel, Word, and Outlook
- Strong technical skills in accounting and tax preparation, review experience a plus
- Bachelor’s degree or Master’s degree in Accounting or related field
- A current CPA or eligibility to sit for the CPA Exam is desired
- At least one year of public accounting experience
- Prior experience in a tax role with an established public accounting and/or professional services firm preferred
- Knowledge of basic tax concepts involved in tax return preparation
Experienced Associate Job Description
- Building sourcing strategies that tap into internal talent pools, diverse markets and external matches
- Provide solutions, including assessment recommendations to narrow the candidate pools to find the best CS fit and structured interviews expertise to support objective candidate feedback
- Providing counsel to hiring managers on compensation in line with salary bands, peer ranges, market data and direct peer comparisons
- Ensuring effective candidate management providing detailed review of role, overview of compensation & benefits, key messages, resignation coaching and assisting with closing
- Ensuring adherence to policies and guidelines in all recruitment activities to enable operational excellence
- Buddying / mentoring other members of the team providing you with opportunity to positively contribute to the building of a strong and supportive culture
- Onboard new clients to the Armarium showroom to be styled
- Actively prospect new clients to introduce to Armarium
- Meet or exceed team and personal sales goals monthly
- Must be able to clientele and manage day to day tasks resulting in revenue
- ProFx Tax and Engagement knowledge a plus
- Perform other accounting and auditing duties as needed on engagements directed by supervisory personnel
- Fulfillment of CPA educational requirements
- 1-3 years of experience, public experience is highly preferred
- Must be a US Citizen, must be clearable, Interim or Secret Security Clearance or higher is preferred
- Experience with Pfx Fixed Assets, GoFileRoom, Pfx Engagement
Experienced Associate Job Description
- Capture all email addresses to report back to the Armarium Marketing team
- Maintain showroom presentation and merchandising standards
- Send an end of day report including details on client conversion, inventory feedback, etc·
- Act as a constant brand representative of our luxury service and values
- Focus on consistently meeting and exceeding individual sales goals
- Complete all aspects of audit engagements for clients
- Execute solid understanding of accounting and auditing principles, general quality control auditing standards, technology implementation procedures, relative to individual client assignments
- Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients
- Ability to communicate in an organized and knowledgeable manner in written and verbal means – including delivering clear requests for information, developing responses to client requests, and communicating conflicts and risks
- Deep understanding of global privacy and data protection regulations, such as EU’s GDPR, CCPA, HIPAA, GLBA
- Ability to learn new technology quickly and experience using Excel
- A Bachelor’s degree in Accounting or a business-related field is required
- 1-2 years public accounting experience in a CPA firm is required
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment is expected
- A minimum of one year of experience as an Associate
- Eligible to sit for CPA