Experienced Associate Job Description
Experienced associate
provides accounting and financial assistance regarding technical accounting, Financial Statement and Internal Audits, SOX compliance, and General Corporate Accounting issues.
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:
Preparation of individual, corporate, partnership and nonprofit returns
Research and analyze financial statements and audit related issues utilizing electronic databases
Gain experience to begin to delegate work to staff and able to review tax returns
Prepare individual, corporate, partnership and other types of returns perform limited tax research with guidance
Experience with State and Local Government and non-profit a plus
Develop and maintain a good working relationship with clients to enhance customer satisfaction, and work with client management and other audit staff at all levels to perform audit services at an expected level
Minimal Hazard
Travel to client sites overnight may be required
Working on a team that focuses on a wide range of tax specialty areas
Knowledge of tax regulations and accounting pronouncements
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:
GAAS
Technical accounting and financial reporting standards under the GAAP
PCAOB
Software
ProSystem Fx
Audit software
Accounting principles
Analysis and reporting of financial data
Financial markets
Project
Desired experience for experienced associate includes:
Education/Experience Bachelor’s or Master’s degree in Accounting or related field
Current CPA or eligibility to sit for the CPA exam preferred, JD or EA also considered
Proficient with Microsoft Windows and Office products
Ability to travel to client sites, up to 25% travel
Insert system/technical requirements here
Knowledge of basic accounting concepts involved in auditing and tax return preparation
Experienced Associate Examples
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Experienced Associate Job Description
Job Description Example
Our company is looking to fill the role of experienced associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for experienced associate
- 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
Qualifications for experienced associate
- 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
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Experienced Associate Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of experienced associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for experienced associate
- 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
Qualifications for experienced associate
- 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
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Experienced Associate Job Description
Job Description Example
Our company is looking to fill the role of experienced associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for experienced associate
- 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
Qualifications for experienced associate
- 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
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Experienced Associate Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of experienced associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for experienced associate
- 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
Qualifications for experienced associate
- 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
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Experienced Associate Job Description
Job Description Example
Our innovative and growing company is hiring for an experienced associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for experienced associate
- 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
Qualifications for experienced associate
- 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