Associate- Office of Independence

Associate – Office of Independence

Citrin Cooperman has an immediate career opportunity for an Associate, Office of Independence. This position will operate within Citrin Cooperman’s Risk Management Group, supporting Citrin Cooperman’s implementation and monitoring of programs, policies, and practices to manage independence risks. This position requires both independent work and collaborative efforts to ensure comprehensive independence compliance in the APS.

Are you interested in being on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject-matter expertise in a professional services environment? If you have good judgement in a risk-management environment, are inquisitive, and enjoy working in a challenging, client-service oriented team, we’d love to discuss this opportunity with you!

Independence Standards

Independence is integrity, professional skepticism, intellectual honesty, and objectivity – freedom from conflicts. Professionals at Citrin Cooperman must remain unbiased and free from conflicts with our clients, in fact and appearance. Citrin Cooperman’s independence requirements are defined by specific sets of policies and external rules and regulations to help us remain independent when providing services.

In this role you will assist with efforts to monitor compliance with the firm’s Independence policies and rules set by the state boards of accountancy, American Institute of Certified Public Accountants (AICPA), Securities Exchange Commission (SEC), and the Public Accounting Oversight Board (PCAOB). You will work closely with other members of the Office of Independence, with respect to your responsibilities.

You will be part of a strong and cohesive team where you will use your project management, research, and investigative skills.

Responsibilities

Responsibilities include executing tasks that contribute to the Office of Independence projects and processes with appropriate supervision; and managing a queue of multiple tasks that generally have short-term deadlines.

Responsibilities include:

• Supporting established conflict check process as a component of client acceptance and continuance policies and procedures
• Monitoring the shared outlook mailbox and responding to related inquiries timely
• Assisting with Personal Independence, including conflict evaluations; personal independence audits and annual independence affirmations
• Participating in special projects including due diligence for the firm’s M&A activities;
• Performing basic independence technical research as directed by supervisors;
• Interfacing regularly with the Office of Independence managers regarding the execution of tasks
• Identifying opportunities for innovation within executed tasks, processes and projects that contribute to the improved efficiency and effectiveness of the workgroup
• Supporting the Office of Independence with other ad hoc requests.

Qualifications

• Minimum one year of recent Independence, compliance and/or project coordinator role, preferred
• Bachelor’s degree from an accredited college/university or equivalent work experience

Skills

• Ability to learn, understand, and apply Citrin Cooperman’s independence policies and guidance;
• Apply an introductory understanding of the applicable independence rules and regulations in executing procedures;
• Outstanding attention to detail along with strong organizational, analytical; and project management skills;
• Strong verbal/written communication, and independent judgment skills to support an environment driven by customer service and teamwork;
• Demonstrated ability to identify and recommend process improvements to drive efficiency and effectiveness;
• Strong judgment to recognize when issues require escalation to ensure timely resolution;
• Excellent prioritization skills with the ability to manage multiple tasks and deadlines in a dynamic environment;
• Ability to maintain confidentiality and discretion with respect to internal information; and
• Proficiency with Microsoft Office (Excel, Word, Outlook)