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About the role
Key responsibilities & impact- Serve as the subject matter expert for assurance software (e.g., DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, CaseWare)
- Act as the primary point of contact for user support, troubleshooting, and best practices
- Promote adoption and effective utilization of tools across the Assurance team
- Develop, maintain, and enhance process documentation within the Assurance SharePoint site
- Provide ongoing communication to the team, including weekly tips, updates, and best practices to drive continuous learning
- Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance
- Partner with Learning & Development to design and deliver training for new hires and existing team members
- Support ongoing education initiatives to enhance technical proficiency and process knowledge
- Maintain and update Assurance department policies to reflect current standards, regulatory requirements, and internal practices
- Identify opportunities to improve workflows, enhance efficiency, and drive consistency across Assurance Operations
- Lead and support initiatives focused on process optimization and standardization
- Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance
Requirements
What you’ll need- Bachelor’s degree in Accounting or a related field
- 3+ years of experience in audit or assurance
- Experience with assurance technologies such as DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, and CaseWare
- Strong communication and collaboration skills, with the ability to influence across teams
- Analytical mindset with strong problem-solving capabilities
- Ability to manage multiple priorities in a fast-paced, evolving environment
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
auditassuranceprocess documentationworkflow optimizationtemplate managementregulatory compliancetechnical proficiencyprocess knowledgetraining designcontinuous learning
Soft Skills
communicationcollaborationinfluenceanalytical mindsetproblem-solvingtime managementadaptabilityteam leadershipsupporttraining delivery
Certifications
Bachelor’s degree in Accounting