WilkinGuttenplan

IT Support

• Plan, manage, and execute audit, accounting, assurance, and other services for a portfolio of clients, with a focus on the Life Sciences/Pharma, MD&L, and EBP industries
• Serve as the primary point of contact for clients, managing expectations, deliverables, and timelines throughout the engagement
• Oversee, coach, and develop staff and review their workpapers and financial statements for technical accuracy and compliance with firm and professional standards
• Navigate complex and judgmental accounting and auditing matters with technical confidence, including industry-specific topics such as cost accounting and ERISA/DOL compliance for EBP engagements
• Manage large and complex engagements while managing and developing staff, run several engagements simultaneously, and monitor budgets, realization, and profitability.
• Cultivate and deepen existing client relationships through responsive, high-quality service
• Participate in business development activities, including proposals, networking events, and industry association involvement
• Mentor and evaluate staff, providing timely and constructive performance feedback
• Maintain proper documentation in accordance with firm policies and auditing standards, and stay current on developments affecting Life Sciences/Pharma, MD&L, and EBP clients
• Excel in a dynamic work environment while participating in continuing education and professional development

Audit Manager

General

• Act as the go-to scheduling contact for A&A staff and in-charges, resolving questions and issues directly, and escalating to the Resource & Operations Manager when needed.
• Coordinate and manage all scheduling and resource allocation for the A&A department, including active monitoring of capacity channels, pairing requests quickly and closing them out effectively.
• Conduct regular check-ins with staff, and loop in coaches as needed, including onboarding check-ins with new hires, to ensure schedules are understood, hours are tracking as expected, and capacity commitments are being met.
• Monitor scheduled-to-actual variances in billable hours and capacity, share observations on skill gaps, cross-training opportunities, or potential hiring needs with the Resource & Operations Manager - helping ensure the right conversations are happening at the right time.
• Perform first-level review of staff capacity commitments against firm billable targets, escalating findings to the Resource & Operations Manager ahead of department head review.
• Maintain the scheduling system and compile capacity reporting to support staffing recommendations and hiring decisions.
• Help facilitate post-engagement evaluations and the continuous feedback process by ensuring the right staff and evaluators are appropriately connected within the A&A department.
• Prepare and distribute scheduling and capacity updates ahead of internal operations meetings, ensuring all participants have the information needed for productive staffing discussions.
• Contribute to process improvement efforts and support broader firm initiatives as directed by the Resource & Operations Manager.

Resource Coordinator – A&A

• Assist in executing audits, reviews, and compilations in accordance with U.S. GAAP and firm policies for clients in commercial industries.
• Assist in engagement planning, including risk assessment, developing audit strategies, and establishing timelines.
• Prepare and review GAAP financial statements, footnotes, and disclosures to ensure accuracy and compliance with professional standards.
• Supervise, mentor, and review the work of staff auditors, providing clear feedback and guidance.
• Communicate effectively with clients to resolve issues, discuss findings, and deliver audit results.
• Maintain proper documentation in accordance with firm policies and auditing standards.
• Handle both large and small engagements simultaneously while managing multiple priorities and meeting deadlines.
• Enhance client relationships by providing excellent customer service.
• Stay current with technical accounting and auditing updates.
• Collaborate in a team environment and also work independently.

Part-Time Audit Senior

Administrative Assistant

• Coordinate client, referral, retirement, and holiday gifting initiatives, including cross-referencing sales reports to give smart reporting and suggestions.
• Manage promotional items, branded merchandise, company store operations, and marketing inventory, including physical storage organization and regular inventory counts.
• Support recruiting events, trade shows, and internal events through logistics coordination, giveaways, packing, vendor communication, and event setup.
• Coordinate employee engagement initiatives, including busy season programs, happy hours, team-building activities, and Culture Committee support.
• Maintain and update HubSpot CRM data, including contact cleanup projects, list creation, bulk uploads, segmentation, pipeline reporting, and submission tracking.
• Add and maintain client, prospect, and employee records in HubSpot, including user access.
• Support commercial pipeline cleanup projects, proposal coordination, and business development materials.
• Assist with commercial proposals and the administration and content library management of our proposal software, PandaDoc.
• Monitor marketing and information inboxes and respond or route requests appropriately.
• Coordinate vendor communication, approvals, invoicing, and expense processing through Bill.com and Expensify.
• Maintain and refresh intranet content and assist with Canva organization and cleanup.
• Create internal graphics, presentations, postcards, and marketing collateral for firm initiatives.
• Support headshot coordination, video content projects, and internal communication efforts.
• Coordinate tax week gifting and related logistics, often within compressed timeframes.
• Coordinate new hire and employee milestone gifts (e.g., new baby) and ensure timely delivery.
• Coordinate event registrations and sign-ups for firm-sponsored events and external programs.
• Distribute professional materials such as bios and firm collateral upon request from partners and internal teams.
• Assist with ad hoc marketing, administrative, and operational projects across departments.

Audit Manager

Resource Coordinator – A&A

Part-Time Audit Senior

Marketing Administrative Assistant