Atherton & Associates

Insurance

• Ability to focus on complex tasks, understand the Firm’s comprehensive compliance process and persevere to bring work to completion for review.
• Prepares financial statements, organizes work papers, maintains open items list, and conducts self-review of work before submission to reviewer.
• Takes responsibility for service quality, thoroughness, and accuracy.
• Trains, monitors and develops associates.
• Client relationship contact and management as necessary.
• Develops or offers a proposed solution when communicating an issue.
• Works autonomously under the pressure of tight deadlines and multiple priorities.
• Demonstrates ability to learn from mistakes and change approach/actions.
• Seeks feedback to learn and develop in role.
• Works effectively and builds relationships with client service team.
• Proactively informs engagement team of work status and requests information from client as needed.
• Recognizes the importance of professional growth activities of the firm and starts to develop a peer network.
• Ability to organize facts, analyze and interpret information/research according to client circumstances.
• Identifies and develops alternatives for issues and consults with engagement team.
• Masters the Firm’s software, research technology tools and related products to accomplish work efficiently.
• Able to work extended hours as needed during peak busy periods or as needed to meet deadlines.

Senior Audit & Assurance Associate

• Administrative and clerical tasks related to tax return preparation, including but not limited to the following:
• Support the onboarding of new clients by coordinating system setup across internal platforms.
• Curate and organize client documentation to facilitate efficient and accurate tax preparation.
• Contribute to the management and flow of client information throughout the Firm.
• Assist with the development of comprehensive client tax support files.
• Support the preparation of selected client tax forms in alignment with Firm standards.
• Support the offboarding of departing clients.

Senior Audit & Assurance Associate

Tax Intern