01 Sep
|
Smith And Howard Global Services
|
Bengaluru
01 Sep
Smith And Howard Global Services
Bengaluru
About Smith & Howard Founded over half a century ago, Smith & Howard is a global leader in tax, accounting, and advisory solutions, proudly supporting countless entrepreneurs and businesses in achieving financial success. Smith & Howard Advisory LLC, our integrated Indian hub in Bengaluru, is driving the next wave of accounting industry innovation. Join our remarkable team and work on challenging projects in global audit, tax, and accounting. Position Overview: The Assurance Admin supports the audit team by coordinating engagement setup, managing audit platforms, handling confirmations, and assisting with reporting and administrative tasks. This role ensures efficient workflow execution and timely delivery of client engagements, while also providing logistical support to the assurance department. Key Responsibilities: New Engagements
- Prep engagement letter drafts and PDFs (routinely update templates and ensure letters have been updated)
- Set up new CW files
- Covert PY auditor reports to S+H format for new clients or set up report templates for first year engagements
- Set up Suralink
- Set up engagements on Monday.com
Caseware
- Back up of CW file rolling (currently primarily handled by Entigrity)
- Perform CW updates on all files as directed by Erin
- Roll budgets (non-EBP engagements)
- Lockdown and archive client files
Confirmations
- Manage Confirmation.com, request authorization, initiate confirms, update confirmation logs
- Mail out paper confirmations when needed
- Manage returned and undeliverable confirmations sent to the office
Reporting
- OneNote review preparations
- Create folders
- OneNote reviews for manager, partner, and tech review
- Run reports through DataSnipper to foot, internally tie, and tie to PY report
- Foot, proof and prep drafts and final reports, making use of DataSnipper for foot/tie
- Make bound copies and prep UPS packages to clients (very limited)
- Log engagement status changes on Monday.com for tracking purposes and to create lockdown deadline lists for audits, reviews and EBP files
- Monitor Monday.com for overdue lockdown/archives and notify Teams at least one week in advance
Miscellaneous
- Prostaff scheduling.
- Extra EBP engagement prep (unique/one-off CW or document changes, TPA related tasks, various trackers).
- Schedule department zoom calls and meetings upon request.
- Travel and hotel arrangements upon request.
- Restaurant reservations upon request
- Catering and meeting room arrangements; assist w/ set up and breakdown.
- Expense reporting for select partners
- Schedule performance reviews for the department.
- Assist firm with Takia/reception admin tasks when they are out.
Qualifications & Skills:
- Bachelors degree in Business Administration, Accounting, or a related field preferred
- Equivalent work experience in a professional services or audit workplace may be considered
- Strong organizational and time management skills
- Attention to detail and accuracy in documentation
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, OneNote)
- Familiarity with audit tools such as Caseware, DataSnipper, Suralink, and Confirmation.com
- Ability to manage multiple tasks and meet deadlines
- Excellent written and verbal communication skills
- Comfortable working independently and collaboratively in a team environment
Location and way of working: Location: Bangalore Shift Timing:2:00 PM to 11:00 PM IST (5-day work week) Interview Tips: At S+H, we want you to feel confident and well-prepared as you explore opportunities with us. Take a moment to learn about our organization, the role you're applying for, and understand how your skills align with the role - it’s a great way to walk into your interview informed and ready.
📌 Assurance Admin (Bengaluru)
🏢 Smith And Howard Global Services
📍 Bengaluru