Client Service Associate/Assistant Audit Coordinator

Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA) is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax, and business consulting services.

The Client Services Associate/ Assistant Audit Coordinator supports the Audit Team by managing client engagement logistics, maintaining accurate records, and ensuring seamless communication between clients and team members. This role requires exceptional organization, communication, and attention to detail to keep audit processes efficient and on track.

Key Responsibilities:

Engagement Support:

• Roll forward engagement binders for use in current and future audits.
• Prepare and tailor client-specific request listings well ahead of fieldwork.
• Draft and proofread engagement letters and non-technical correspondence for accuracy and professionalism.

Audit Coordination:

• Manage client schedules to ensure timely submission of necessary documents.
• Coordinate the flow of physical client files, including receiving and returning them.
• Maintain and organize the client portal, ensuring proper access and clear organization of requested items.
• Confirmation and Documentation:
• Assist with preparation, distribution, and receipt of confirmations (e.g., tax levies, EBP confirmations, cash/debt/legal confirmations).
• Prepare and maintain confirmation lead sheets and legal letters, ensuring completeness and timely follow-ups.

Operational Support:

• Maintain team spreadsheets, databases, and planning documents for each client.
• Proofread reports before partner review.
• Prepare engagement profitability and realization reporting for department leadership.
• Serve as a backup to the operations department during high-demand periods.

Required Skills and Qualifications:

• Associate degree (or higher) in Business Administration, Marketing, or a related field.
• Strong attention to detail and commitment to task accuracy.
• Excellent organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work both independently and collaboratively in a team setting.
• Eagerness to learn and contribute effectively within a professional environment.

Preferred Background:

• Degree in Business Administration, Marketing, or a related field (preferred but not required).
• Experience in planning or coordination roles (e.g., event planning, sports management, college group leadership).
• Relevant work experience in operations, banking, or event management.

HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.