Administrative Assistant

• Provide administrative and operational support for the firm’s Peer Review Practice.
• Coordinate deadlines, manage client communications, prepare engagement documentation.
• Maintain regulatory and internal databases, support scheduling and workflow processes.
• Assist with marketing and business development initiatives.
• Track and monitor peer review deadlines for clients and prospective clients.
• Serve as an administrative point of contact for peer review clients and prospects.
• Prepare quotes, engagement letters, invoices, and transmittal materials.
• Maintain and update records in PRIMA and other internal tracking systems.
• Support engagement selection processes and organize required documentation.
• Assist with outreach to prospective firms and maintain prospect activity tracking.

Administrative Assistant – Peer Review Practice

Accounting Manager

• Assist professional staff with gathering and organizing information for financial reports and tax returns
• Support Financial Operations staff on departmental projects under the guidance and direction of experienced leaders
• Conduct research related to audit and tax matters
• Collect, record, analyze, and evaluate financial and operational data
• Attend internal training sessions as appropriate to support professional development
• Prepare engagement letters and assist with the verification and processing of financial statements, valuations, and special reports
• Learn and apply proper workpaper techniques and documentation standards in accordance with firm guidelines
• Participate in client fieldwork and assist with select audit areas of financial statements
• Support the tax department with data input, preparation of tax returns, and other special projects as needed
• Assist with the development and improvement of process workflows, audit programs, and testing procedures
• Participate in departmental initiatives and cross-functional projects
• Complete special projects, tasks, and assignments under general supervision

KLR

Administrative Assistant – Peer Review Practice

Tax & Accounting Internship