Insurance Services Specialist at NFP assisting executive clients with life insurance implementation. Handling applications, coordination with clients, and medical underwriting requirements for policy purchases.
About the role
- Senior Associate supporting assurance services in a nationally ranked CPA firm. Specializing in audit and financial reporting for various industries.
Responsibilities
- Skillfully and accurately performs audits
- Preparing audit work papers and adjusting trial balances
- Utilizing time management to plan and schedule client engagements
- Assembling trial balances and compiling financial statements into a written report to be presented
- Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
- Continuously fostering relationships with coworkers and clients
- Traveling to some client sites
Requirements
- 4-year bachelor’s degree in Accounting
- Master’s degree preferred
- Licensed CPA preferred
- 3-5 years of experience working for a public accounting firm
- Developed specialties in Manufacturing and/or Technology
- Understanding and applying Excel skills
- Successfully using CaseWare or other audit software
- Demonstrating exceptional verbal and written communication skills
- Working effectively and personably within a team
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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