Assurance Senior Associate

Description

Summary:

Senior associates are working toward full engagement responsibility. This involves proactively performing the more difficult components of the audit and supervising the workflow of any associates on the engagement. 

JTaylor is a unique CPA firm with a growing Assurance division that offers diverse opportunities for professional development. Teamwork, mutual respect, and empowerment are paramount in pursuit of providing quality products and services for our clients. The Assurance division provides quality services through utilizing each members’ strengths to meet the needs of our clients. Crucial competencies of Assurance team members are communication, critical thinking, and taking initiative.

Essential Functions:

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, internal control assessment, and completion for multiple clients within a diverse group of industries.  
• Proactively interacts with client’s management to obtain information, resolve potential problems, and make recommendations.  
• Assists with training of staff members, offers guidance and direction, and gives constructive criticism of working papers to ensure compliance with applicable standards and regulations and our internal quality control documents and manuals.  
• Successfully multi-tasks while working independently and within a group environment
• Acquires a working knowledge of the client’s business.
• Proactively communicates with all members of the engagement team and within division to ensure engagements are running efficiently and effectively.  
• Researches and analyzes financial statement and audit-related issues or assurance topics as requested by managers / partners.
• Works to analyze complex issues or to understand new concepts or types of engagements performed within the assurance division.  
• Works in a demanding, deadline-driven environment with a focus on details and accuracy.
• Performs audit, review, compilation, or other engagements, start to finish, to meet overall client needs.   
• Transfers critical thinking, research, and audit skills to a variety of unique engagements offered by JTaylor.
• Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
• Becomes oriented with JTaylor’s practices, policies, and culture.
• Regular and timely attendance

Requirements

Required Competencies:

• Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers, ability to delegate yet maintain accountability 
• Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, regulatory standards, etc)
• Technical Skills - Competency in necessary software, thorough understanding of audits, reviews, agreed upon procedures and financial statement concepts
• Communication Skills - Communicates clearly with clients and JTaylor personnel
• Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
• Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
• Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
• Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
• Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has oversight of assigned projects.

Required Qualifications:

• 2 years of public accounting external audit or related experience.
• Bachelor of Business Administration with an emphasis in accounting or a related field.  
• CPA eligible
• Knowledgeable with FASB, AICPA, GAAP, GAAS, and the Yellow Book Standards. 
• Current and valid driver’s license
• Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications:

• CPA 

Work Environment:

• This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
• Additional hours as needed to meet client expectations and deadlines.

Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

• This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Additional hours and weekend hours may be required during peak busy seasons.

Travel:

• Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.