Calibre CPA Group
Compliance Coordinator
Calibre CPA Group, Bethesda, Maryland, us, 20811
Career Opportunities with Calibre CPA GroupA great place to work.Current job opportunities are posted here as they become available.The
Compliance Coordinator
manages a variety of administrative projects and provides general support to the Compliance Audit team. In addition to advanced administrative skills, be a self-starter with a strong technical aptitude, enthusiastic, versatile and will actively contribute and engage in the future of the company.POSITION DUTIES:Generating monthly billing summaries for all clients.Initiate and conduct compliance admin meetings.Tracking paid and unpaid invoices and following up as needed.Generate bi-weekly/monthly status reports for clients to include reports presented at Board of Trustee Meetings.Support all Managers and Partners with high level trustee reports.Generate and send engagement letters to clients.Work closely with clients and employers keeping both informed.Manage workflow among the Administrative Team and Compliance auditors.Determine the assignment of work to auditors based on the complexity of the audits and the strength of the auditor.Manage the scheduling of audits to include coordinating and assigning audit trips.Perform quality assurance on invoices, reports, and other documents as requested.Provide training to staff on new procedures.Correspond with attorneys both client and employers demand and requests concerning legal matters.General administrative duties: Copying, mailing, faxing, correspondence, travel arrangements, booking meetings, correspondence, PowerPoint, confirmations, time entry, manager support.Assist with data entry into the company’s client management system.COMPETENCIES:Excellent written and oral communications skillsExcellent knowledge of Microsoft platforms to include Excel.Excellent editing and proofreading skillsOutstanding interpersonal skills and a self-starter, team-oriented attitudeCommitment to producing high quality workProfessional demeanor and ability to work well under pressureProficiency with client interfacing systems a PLUSMINIMUM REQUIREMENTS AND QUALIFICATIONS:Ability to handle multiple and diverse tasks in a fast-paced environmentAbility to work overtime as needed to complete assignments and meet deadlinesAbility to maintain appropriate confidentiality of sensitive informationWORK ENVIRONMENT:This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and scanners.WORK AUTHORIZATION:Must be authorized to work in the United States
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Compliance Coordinator
manages a variety of administrative projects and provides general support to the Compliance Audit team. In addition to advanced administrative skills, be a self-starter with a strong technical aptitude, enthusiastic, versatile and will actively contribute and engage in the future of the company.POSITION DUTIES:Generating monthly billing summaries for all clients.Initiate and conduct compliance admin meetings.Tracking paid and unpaid invoices and following up as needed.Generate bi-weekly/monthly status reports for clients to include reports presented at Board of Trustee Meetings.Support all Managers and Partners with high level trustee reports.Generate and send engagement letters to clients.Work closely with clients and employers keeping both informed.Manage workflow among the Administrative Team and Compliance auditors.Determine the assignment of work to auditors based on the complexity of the audits and the strength of the auditor.Manage the scheduling of audits to include coordinating and assigning audit trips.Perform quality assurance on invoices, reports, and other documents as requested.Provide training to staff on new procedures.Correspond with attorneys both client and employers demand and requests concerning legal matters.General administrative duties: Copying, mailing, faxing, correspondence, travel arrangements, booking meetings, correspondence, PowerPoint, confirmations, time entry, manager support.Assist with data entry into the company’s client management system.COMPETENCIES:Excellent written and oral communications skillsExcellent knowledge of Microsoft platforms to include Excel.Excellent editing and proofreading skillsOutstanding interpersonal skills and a self-starter, team-oriented attitudeCommitment to producing high quality workProfessional demeanor and ability to work well under pressureProficiency with client interfacing systems a PLUSMINIMUM REQUIREMENTS AND QUALIFICATIONS:Ability to handle multiple and diverse tasks in a fast-paced environmentAbility to work overtime as needed to complete assignments and meet deadlinesAbility to maintain appropriate confidentiality of sensitive informationWORK ENVIRONMENT:This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and scanners.WORK AUTHORIZATION:Must be authorized to work in the United States
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