IT Audit Consultant Clark Schaefer Consulting a division of Clark Schaefer Hackett At Clark Schaefer Consulting, a division of Clark Schaefer Hackett, we pride ourselves on delivering impeccable accounting, operational, control, and technology services to our high-profile clientele, comprised of public and private entities. We are acknowledged for our unwavering commitment to excellence, marked by a proven track record as trusted advisors effectuating transformative results. Guided by our cornerstone values of integrity, quality, respect, and innovation, we provide consistent and superior service to our clients while also nurturing these values within our team. This role allows the flexibility of remote working, primarily serving clients across Ohio, Kentucky, and Indiana, with potential engagement on a national scale. While occasional travel might be required, it is more an exception than a norm. If you seek an enriching experience that values diversity, encourages personal growth, and welcomes you to an esteemed community, look no further. We invite skilled professionals to join our IT Risk & Cybersecurity team and help us further our exceptional work. Responsibilities Engage with diverse organizations of varying sizes across multiple industries. Deliver consulting and audit services related to IT and cybersecurity to meet specific engagement requirements. Support audit project plan, methodology, and work program development. Conduct IT audits in accordance with established audit plans. Evaluate the design and effectiveness of IT and information security controls. Identify areas of potential risk and recommend corrective actions or enhancements to mitigate risks. Prepare comprehensive audit reports detailing findings, recommendations, and management responses. Lead control walkthroughs, clearly document test procedures/results, and effectively communicate audit progress and findings. Commit to continual professional development and continuous growth. Collaborate effectively with a team of high-caliber professionals to complete assignments and deliver top-quality work. Advise clients on state and federal agency security and privacy requirements. Stay current and adaptable with emerging technologies within the cybersecurity domain. Competencies Exceptional problem-solving abilities, with a knack for thinking on your feet. Strong communication skills, with an ability to explain complex concepts to non-technical stakeholders. Team player, able to work collaboratively with diverse team members and clients. Adaptable and flexible in the face of changing client needs or new information. Self-driven in a remote working environment. Education / Work Experience A Bachelor’s degree in IT, Cybersecurity, or a related field is preferred. Minimum of 1-3 years of experience in IT Auditing. Demonstrable experience with security and compliance frameworks such as COBIT, SOX, MAR, NIST, ISO 27001/2, FFIEC, etc. Highly Desirable Certifications CISA (Certified Information Systems Auditor), CRISC (Certified in Risk and Information Systems Control), CISSP (Certified Information Systems Security Professional), CISM (Certified Information Security Manager) Location - Mumbai (Goregaon) Working days - Monday to Friday (Hybrid) Working hours - 12:00 noon-9:00pm Show more Show less
Clark Schaefer Hackett is a results-driven advisory and accounting firm known for its forward-thinking approach, innovation, and problem-solving abilities. The firm is deeply passionate about helping clients succeed and aims to be a catalyst for growth and innovation. If you are seeking a work environment that offers diversity, opportunities to expand your knowledge base, and a chance to be part of an elite community, then we have an exciting opportunity for you! As an Audit Staff at Clark Schaefer Hackett, you will be involved in the entire audit process, from initial meetings to final audit discussions. Your responsibilities will include performing accounting procedures across various engagements such as audits, reviews, and compilations of financial statements. This role will provide you with valuable experience across different industry verticals and serve as the foundation for a successful audit. In this position, you will utilize your intellectual acuity and judgement to critically evaluate financial information provided by clients. You will apply your accounting and audit knowledge to test GL balances, prepare workpapers, and most importantly, effectively communicate with the engagement team and clients to establish personal and firm credibility. Key Responsibilities: - Prepare and/or review financial statements - Create work paper documentation adhering to the firm's standards - Conduct client inventory observations as needed - Achieve chargeable hour goals - Approach the audit process with a critical mindset, emphasizing thinking, questioning, and analyzing - Familiarize yourself with the firm's policies, procedures, computer hardware and software, and the services offered - Perform any other duties as required or assigned - Be willing to work full-time (including overtime) from January through April 15 Required Skills: - 1-5 years of experience in US Auditing - Ability to apply knowledge gained through a bachelor's degree in accounting - Capacity to work both independently and within a team environment - Strong interpersonal skills - Excellent oral and written communication skills - Exceptional attention to detail Qualifications: - CA, CPA, EA, or MBA with relevant experience - Previous professional work or internship experience in public accounting or a related field - Proficiency with MS Office Suite - Candidates must be based in Mumbai Joining Clark Schaefer Hackett means becoming part of a community that includes trusted advisors from various sectors like Clark Schaefer Consulting, Strategic HR, and Clark Schaefer Executive Search. Our collective expertise and strategic approach enable us to provide tailored solutions for each client and engagement. We are committed to hiring associates who embody high standards of personality, character, and professional qualifications, and who can contribute meaningfully to our organization's growth and success.,
Position Summary The Accounting Manager is responsible for all areas relating to maintaining the general ledger for firm clients. This position will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial reporting. The Accounting Manager works with the team to ensure that the general ledger is current and accurate in all respects. This position addresses tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. The Accounting Manager will have contact with clients and client contacts, including the client’s tax accountant and other professional service providers. Essential Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Participate in client onboardings to ensure transaction and accounting alignment while developing a process to address individual client needs. Lead internal and external meetings with a professional and polished approach. Conduct or review bank and other balance sheet account reconciliations. Conduct or review payroll reconciliations. Review and approve account classifications. Perform daily tasks to facilitate ongoing client operations. Ensure the completeness and accuracy of the General Ledger (G/L) by reviewing for any missing transactions. Supervise and review weekly “Open Items” and “To-Be-Coded” lists, overseen by the Controller. Prepare initial/draft Management Reporting Package for multiple clients each month, subject to review/completion by the Controller. Collaborate with team to enhance efficiency and maintain quality standards. Coordinate process and technology to comprehensively solve client tax issues including all state, local and federal income and non-income-based taxes. Engage in prospect networking activities at various business, association, and other functions. Meet or exceed utilization targets. Consistently meet engagement budgets and proactively address areas where greater efficiency is needed. Proactively look for opportunities to sell other services within the firm to help solve client problems with a tactful approach. Obtain/Maintain a thorough understanding of the client’s business processes. Proactively identify needs for efficiency and process improvement. Proactively identify client needs for additional CSH services and out-of-scope requests which should be billed extra for. Master the firm’s software, especially department-specific software. Live and promote the firm’s mission, REAL Values, and The CSH Way. Perform other duties as required or assigned. Supervisory Responsibilities Take a proactive role in guiding, training, and investing in team members through on-the-job training, sharing valuable insights and facilitating opportunities for skill development. Regularly provide feedback to help employees understand their strengths and areas for improvement. Play a crucial role in fostering accountability within the team. Assign responsibilities, monitor progress, and ensure deadlines are met, promoting a sense of responsibility and discipline among employees. Help allocate resources effectively by assessing workloads and distributing tasks among team members. Ensure that each employee's skills and expertise are utilized optimally, leading to increased productivity and better outcomes. When conflicts arise, step in as a mediator to resolve issues and maintain a harmonious work environment. Act as an advocate for team members, promoting their achievements and identifying opportunities for growth. Make critical decisions that align with the organization's goals and objectives. Provide strategic direction to teams, ensuring that everyone is working toward a common purpose and contributing to the overall success of the firm. Offer support and encouragement to team members. Provide recognition for a job well done, offer guidance during challenging times, and create a positive work environment that fosters motivation and job satisfaction. Delegate tasks to team members, enabling them to distribute workloads and prevent individuals from becoming overwhelmed. Required Skills A willingness and ability to work independently and in a team environment. Strong analytical skills and attention to detail. Excellent interpersonal skills. Excellent oral and written communication skills. Exhibit critical thinking and problem-solving skills. Exhibit strong project management skills. Ability to prioritize and focus in a high-speed, multi-tasking environment. Proficient with Microsoft Office applications. Required EDUCATION AND EXPERIENCE Bachelor’s degree in accounting, finance or equivalent experience. Preferred Active CPA/CA license or working towards a CPA/CA 3+ years of experience managing a General Ledger (G/L). Experience working in a paperless environment. Location - Mumbai (Goregaon) Timings - 12:00 noon-9:00 pm Working days - Monday to Friday - Hybrid
Clark Schaefer Hackett is a results-driven advisory and accounting firm, known for its forward-thinking approach, innovation, and problem-solving capabilities. The firm is passionate about facilitating client success and aims to be a catalyst for growth and innovation. If you are seeking a diverse work experience, a chance to expand your knowledge base, and wish to be part of an elite community, this opportunity is tailored for you. As an Audit Staff member, you will be involved in the complete audit process, starting from intake meetings to final audit discussions. Your responsibilities will include performing accounting procedures across various engagements such as audits, reviews, and compilations of financial statements. This role offers exposure to a wide range of industry verticals and serves as the cornerstone for successful audits. In this position, you will utilize your intellectual acuity and judgment to evaluate the financial information provided by clients. You will apply your accounting and audit expertise in testing GL balances, preparing workpapers, and engaging in effective communication with the engagement team and clients to enhance personal and firm credibility. Key Responsibilities: - Prepare and/or review financial statements - Create work paper documentation adhering to the firm's standards - Conduct client inventory observations when necessary - Achieve chargeable hour targets - Maintain a critical approach to the audit process by thinking, questioning, and analyzing - Familiarize yourself with the firm's policies, procedures, computer systems, and services - Perform additional duties as required or assigned - Ability to work full-time, including overtime, from January to April 15 Required Skills and Qualifications: - 1-5 years of experience in US Auditing - Ability to apply knowledge acquired through a bachelor's degree in accounting - Willingness and capability to work both independently and collaboratively in a team environment - Strong interpersonal skills with excellent oral and written communication abilities - Attention to detail and accuracy in work Qualifications: - CA, CPA, EA, or MBA with relevant experience - Previous professional work or internship experience in public accounting or a related field - Proficiency in MS Office Suite Candidates must be based in Mumbai to be considered for this opportunity. Joining the Clark Schaefer Hackett community means becoming part of a network that includes trusted advisors from various entities within the organization. This elite group leverages strategic skills, financial and operational expertise, proven acumen, and technological advancements to deliver customized solutions for every client and engagement. The firm values associates who demonstrate high standards of personality, character, and occupational qualifications, are capable of competent work, show potential for growth, and can contribute significantly to the organization's success.,
Position Summary The Implementation Specialist role is responsible for managing the onboarding and early-stage support for new clients and for facilitating a smooth transition to the long-term managed services team. Essential Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Orchestrate and implement the new client process. Review process and procedures of legacy clients for improvement. Serve as the primary contact and initial combined Outsourced Accountant and Controller during the onboarding process with a new client before transitioning the work to a managed services team. Manage the initial setup of certain 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc. Provide training for new clients and client staff in the use of shared software applications. Provide orientation and training related to the Service Level Agreement requirements, collaborative workflow, and help reinforce the importance of client compliance with processing and meeting agreements. Responsible for remaining current and fully developed in the use of managed services accounting and integrated applications and for providing supportive ongoing training and development to the managed services team. Participate in telephone, video conference and live consultations with clients to review process, procedure reporting needs and other information during the implementation period. Plan, organize and control multiple responsibilities and resources to achieve assignment objectives. Manage the assignment budget and profitability in area of responsibility. Anticipate and communicate budget issues, identify opportunities to improve assignment profitability and prepare billings and assists in collections. Identify client needs/opportunities to provide additional value-added services. Leverage commercial and market knowledge to anticipate client needs for new/additional services. Develop a specialization and/or industry expertise. Organize, prioritize, and maintain individual workload in an efficient manner. Keep chargeable hours at or above expectations. Become familiar with firm software. Become familiar with and live the firm’s mission, REAL Values, and The CSH Way. Perform other duties as required or assigned. Required Skills A willingness and ability to work independently and in a team environment. Demonstrate a client-centric approach to all matters. Strong analytical skills and attention to detail. Excellent interpersonal skills. Strong team management skills including an ability to lead, direct and coach. Strong project and time management skills. Excellent oral and written communication skills. Exhibit critical thinking and problem-solving skills. Ability to prioritize and focus in a high-speed, multi-tasking environment. Proficient with Microsoft Office applications. Required EDUCATION AND EXPERIENCE Bachelor’s degree in accounting. Prior accounting experience is required. Preference to those that have operated/provided supervision to all transaction cycles in the accounting process. Experience in Sage Intacct is mandatory Preferred CPA/CMA. Prior experience managing staff. Experience working in a paperless environment. Working days - Monday to Friday (Hybrid) Timings - 12:00 noon-9:00pm Location - Mumbai - Goregaon
Position Summary The Implementation Specialist role is responsible for managing the onboarding and early-stage support for new clients and for facilitating a smooth transition to the long-term managed services team. Essential Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Orchestrate and implement the new client process. Review process and procedures of legacy clients for improvement. Serve as the primary contact and initial combined Outsourced Accountant and Controller during the onboarding process with a new client before transitioning the work to a managed services team. Manage the initial setup of certain 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc. Provide training for new clients and client staff in the use of shared software applications. Provide orientation and training related to the Service Level Agreement requirements, collaborative workflow, and help reinforce the importance of client compliance with processing and meeting agreements. Responsible for remaining current and fully developed in the use of managed services accounting and integrated applications and for providing supportive ongoing training and development to the managed services team. Participate in telephone, video conference and live consultations with clients to review process, procedure reporting needs and other information during the implementation period. Plan, organize and control multiple responsibilities and resources to achieve assignment objectives. Manage the assignment budget and profitability in area of responsibility. Anticipate and communicate budget issues, identify opportunities to improve assignment profitability and prepare billings and assists in collections. Identify client needs/opportunities to provide additional value-added services. Leverage commercial and market knowledge to anticipate client needs for new/additional services. Develop a specialization and/or industry expertise. Organize, prioritize, and maintain individual workload in an efficient manner. Keep chargeable hours at or above expectations. Become familiar with firm software. Become familiar with and live the firm’s mission, REAL Values, and The CSH Way. Perform other duties as required or assigned. Required Skills A willingness and ability to work independently and in a team environment. Demonstrate a client-centric approach to all matters. Strong analytical skills and attention to detail. Excellent interpersonal skills. Strong team management skills including an ability to lead, direct and coach. Strong project and time management skills. Excellent oral and written communication skills. Exhibit critical thinking and problem-solving skills. Ability to prioritize and focus in a high-speed, multi-tasking environment. Proficient with Microsoft Office applications. Required EDUCATION AND EXPERIENCE Bachelor’s degree in accounting. Prior accounting experience is required. Preference to those that have operated/provided supervision to all transaction cycles in the accounting process. Experience in Sage Intacct is mandatory Preferred CPA/CMA. Prior experience managing staff. Experience working in a paperless environment. Working days - Monday to Friday (Hybrid) Timings - 12:00 noon-9:00pm Location - Mumbai - Goregaon
Position Summary / Objective The Job Administrator role supports the Finance and Operations departments with client data administrative tasks and activities to ensure data integrity across firm systems. Functions / Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provide setup and administrative management for new client forms, including services and deliverables within firm systems Update client information changes in firm systems, such as contact details, addresses, emails, and marital status Update internal employee records in firm systems, including manager assignments, work schedules, billing rates, and title changes Process client staffing reassignments for job or billing roles Monitor and update client job statuses, such as Lost or NLC, within firm systems Manage and implement client and job change requests through the ticketing system, including but not limited to: Create, move, and manage PE jobs and workflow tasks Verify all relevant jobs are included in PE and tasks are tracked in CCH suite of products Ensure accurate data entry for period end dates, start dates, budgets, complexity levels, due dates, and deliverables Requirements / Competencies Graduate degree Professional demeanor with a proactive and dedicated work ethic Strong time management skills with the ability to independently manage multiple projects and deadlines as assigned High attention to detail Exceptional analytical skills with the ability to leverage a wide variety of data and related tools to improve the efficiency of the organization Solid relationship management skills with the ability to assume increasing responsibilities in a rapidly changing environment Excellent customer service skills and positive attitude Excellent interpersonal, written, and oral communication skills Ability to work within a flexible work environment Self-starter, high initiative, resourceful Ability to work independently, share knowledge, and work in a strong team orientated environment Demonstrates dependability and sense of urgency Tech savvy – proficient in data entry and Microsoft Office, especially Excel Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon -9:00 pm About CSH Our firm’s mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees’ career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work. Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination. Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.
Position Summary / Objective The Tax Operations Coordinator supports the Tax department with scheduling and client administrative tasks and activities. This role is intended to have some client facing interactions and is a minimal chargeable function. Functions / Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Set-up and administrative support/management of the firm’s tax workflow software Monitor outstanding workpapers, engagement letters, and e-sign authorizations and follow up with clients as necessary, in collaboration with administrative teams Collaborate with management to ensure timely updates on client readiness and evolving staffing needs throughout the year Monitor tax scheduling pools and assign work as necessary Confirm return complexity levels and update systems as appropriate Manage engagement statuses in the firm’s workflow management and scheduling systems Collaborate with Operation Specialists with scheduling reassignment needs Participate in team meetings fostering a firmwide scheduling approach Partner with Job Administrator role to maintain data in PE and CCH Workflow for scheduling and job set up purposes. Move/create/manage PE jobs / Workflow tasks Ensure all appropriate jobs are in PE and tasks are in CCH Workflow Ensure data is properly populated (period end date, start date, budget, complexity, due dates, deliverables) Create and maintain client deliverables with appropriate due dates (including any extension dates) in CCH Workflow Monitor internal systems (PE and Workflow) are accurately updated to reflect current employee staffing, ensuring all job assignments, changes, and departures are properly recorded Requirements / Competencies Graduate degree Professional demeanor with a proactive and dedicated work ethic Strong time management skills with the ability to independently manage multiple projects and deadlines as assigned High attention to detail Exceptional analytical skills with the ability to leverage a wide variety of data and related tools to improve the efficiency of the organization Solid relationship management skills with the ability to assume increasing responsibilities in a rapidly changing environment Excellent customer service skills and positive attitude Excellent interpersonal, written, and oral communication skills Ability to work within a flexible work environment Self-starter, high initiative, resourceful Ability to work independently, share knowledge, and work in a strong team orientated environment Demonstrates dependability and sense of urgency Tech savvy – proficient in data entry and Microsoft Office, especially Excel Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon-9:00 pm About CSH Our firm’s mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees’ career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work. Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination. Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.
Job Purpose: . Working with increased independence, the Staff I/II Audit Associate is responsible for gathering, analyzing, and interpreting complex financial data on audit engagements in a variety of industries. Goals & Objectives: 1. Complete compilation engagements with limited guidance. 2. Be relied on to consistently deliver on engagement areas in which experience has already been obtained. 3. Manage the more complex areas of an engagement, offering critical insights and analysis. 4. Proactive in planning and organizing own work; assisting with the planning of engagements as needed. 5. Effectively communicate with engagement team and clients, building personal and firm credibility. Duties and Responsibilities: Verify that client financial reports and records are accurate and reliable. Prepare and/or proof financial statements & management letter comments. Develop footnotes as necessary. Assume responsibility for workpapers, letters and financial statements. Gather & analyze client financial data and financial control systems. Work with the audit team to resolve client issues discovered during the audit process. Identify and investigate variances providing recommendation for solution. Gain knowledge and advanced understanding of the client’s business process and accounting system(s). Handle multiple projects simultaneously. Effectively use firm audit software to review and compile financial information. Proactively interact with key members of the client staff to gather information, resolve basic audit-related issues, and make recommendations for basic business and process improvements. Pass the CPA exam. Pursue charge hour goal. Other duties as assigned. Key Technical Skills and Knowledge: Bachelor’s degree in Accounting or related field. Satisfied the CPA educational requirement. Public Accounting experience of at least two busy seasons (internship experience included), or equivalent industry experience. Proficiency in Microsoft Office Word and Excel. Excellent interpersonal skills, as well as excellent written and verbal communication skills. Thorough understanding of GAAP. Key Success Factors: Compliance with all relevant rules and regulations, and to always give ethical council to clients. With the increasing complexity of the work, the professional in this role must have a very high attention to detail in documentation and the entire audit process. Become CPA certified, and seek out information regarding changes in audit best-practices. Go-getter. Doesn’t need hand-holding to find ways to overcome questions and obstacles. The volume and complexity of busy season work can be overwhelming, so the ability to work long hours, completing work accurately and within time requirements without a decline in quality is crucial. The person in this role needs to handle the more complex areas of an audit engagement, working closely with others on the engagement team. A Staff I/II has to be able to address challenges, problems and “issues” directly with the client and has to know when those issues should be elevated to senior CSH staff. When moderately complex issues are uncovered, the professional in this role should be able to find a pathway to resolution. Competency Model: Take Initiative: Take action without being asked, or required to. Proactively taking measures to accomplish engagement objectives. Be Adaptable: Positively respond to changes in assignments or priorities, readjusting behavior or work methods in response to new information, conditions or obstacles. Plan and Organize: Prioritize effectively, determining resource requirements & activities required to achieve engagement objectives. Demonstrate Knowledge: Acquire and utilize the technical and professional expertise required to perform at a consistently high level. Encourage Teamwork: Participate as an active and contributing member of the engagement team, helping to teach and direct less experienced staff. Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon-9:00pm
Position Summary / Objective The Job Administrator role supports the Finance and Operations departments with client data administrative tasks and activities to ensure data integrity across firm systems. Functions / Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provide setup and administrative management for new client forms, including services and deliverables within firm systems Update client information changes in firm systems, such as contact details, addresses, emails, and marital status Update internal employee records in firm systems, including manager assignments, work schedules, billing rates, and title changes Process client staffing reassignments for job or billing roles Monitor and update client job statuses, such as Lost or NLC, within firm systems Manage and implement client and job change requests through the ticketing system, including but not limited to: Create, move, and manage PE jobs and workflow tasks Verify all relevant jobs are included in PE and tasks are tracked in CCH suite of products Ensure accurate data entry for period end dates, start dates, budgets, complexity levels, due dates, and deliverables Requirements / Competencies Graduate degree Professional demeanor with a proactive and dedicated work ethic Strong time management skills with the ability to independently manage multiple projects and deadlines as assigned High attention to detail Exceptional analytical skills with the ability to leverage a wide variety of data and related tools to improve the efficiency of the organization Solid relationship management skills with the ability to assume increasing responsibilities in a rapidly changing environment Excellent customer service skills and positive attitude Excellent interpersonal, written, and oral communication skills Ability to work within a flexible work environment Self-starter, high initiative, resourceful Ability to work independently, share knowledge, and work in a strong team orientated environment Demonstrates dependability and sense of urgency Tech savvy – proficient in data entry and Microsoft Office, especially Excel Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon -9:00 pm About CSH Our firm’s mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees’ career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work. Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination. Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.
Job Purpose Working with increased independence, the Staff I/II Audit Associate is responsible for gathering, analyzing, and interpreting complex financial data on audit engagements in a variety of industries. Goals & Objectives Complete compilation engagements with limited guidance. Be relied on to consistently deliver on engagement areas in which experience has already been obtained. Manage the more complex areas of an engagement, offering critical insights and analysis. Proactive in planning and organizing own work; assisting with the planning of engagements as needed. Effectively communicate with engagement team and clients, building personal and firm credibility. Duties And Responsibilities Verify that client financial reports and records are accurate and reliable. Prepare and/or proof financial statements & management letter comments. Develop footnotes as necessary. Assume responsibility for workpapers, letters and financial statements. Gather & analyze client financial data and financial control systems. Work with the audit team to resolve client issues discovered during the audit process. Identify and investigate variances providing recommendation for solution. Gain knowledge and advanced understanding of the client’s business process and accounting system(s). Handle multiple projects simultaneously. Effectively use firm audit software to review and compile financial information. Proactively interact with key members of the client staff to gather information, resolve basic audit-related issues, and make recommendations for basic business and process improvements. Pass the CPA exam. Pursue charge hour goal. Other duties as assigned. Key Technical Skills And Knowledge Bachelor’s degree in Accounting or related field. Satisfied the CPA educational requirement. Public Accounting experience of at least two busy seasons (internship experience included), or equivalent industry experience. Proficiency in Microsoft Office Word and Excel. Excellent interpersonal skills, as well as excellent written and verbal communication skills. Thorough understanding of GAAP. Key Success Factors Compliance with all relevant rules and regulations, and to always give ethical council to clients. With the increasing complexity of the work, the professional in this role must have a very high attention to detail in documentation and the entire audit process. Become CPA certified, and seek out information regarding changes in audit best-practices. Go-getter. Doesn’t need hand-holding to find ways to overcome questions and obstacles. The volume and complexity of busy season work can be overwhelming, so the ability to work long hours, completing work accurately and within time requirements without a decline in quality is crucial. The person in this role needs to handle the more complex areas of an audit engagement, working closely with others on the engagement team. A Staff I/II has to be able to address challenges, problems and “issues” directly with the client and has to know when those issues should be elevated to senior CSH staff. When moderately complex issues are uncovered, the professional in this role should be able to find a pathway to resolution. Competency Model Take Initiative: Take action without being asked, or required to. Proactively taking measures to accomplish engagement objectives. Be Adaptable: Positively respond to changes in assignments or priorities, readjusting behavior or work methods in response to new information, conditions or obstacles. Plan and Organize: Prioritize effectively, determining resource requirements & activities required to achieve engagement objectives. Demonstrate Knowledge: Acquire and utilize the technical and professional expertise required to perform at a consistently high level. Encourage Teamwork: Participate as an active and contributing member of the engagement team, helping to teach and direct less experienced staff. Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon-9:00pm
Position Summary / Objective The Tax Operations Coordinator supports the Tax department with scheduling and client administrative tasks and activities. This role is intended to have some client facing interactions and is a minimal chargeable function. Functions / Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Set-up and administrative support/management of the firm’s tax workflow software Monitor outstanding workpapers, engagement letters, and e-sign authorizations and follow up with clients as necessary, in collaboration with administrative teams Collaborate with management to ensure timely updates on client readiness and evolving staffing needs throughout the year Monitor tax scheduling pools and assign work as necessary Confirm return complexity levels and update systems as appropriate Manage engagement statuses in the firm’s workflow management and scheduling systems Collaborate with Operation Specialists with scheduling reassignment needs Participate in team meetings fostering a firmwide scheduling approach Partner with Job Administrator role to maintain data in PE and CCH Workflow for scheduling and job set up purposes. Move/create/manage PE jobs / Workflow tasks Ensure all appropriate jobs are in PE and tasks are in CCH Workflow Ensure data is properly populated (period end date, start date, budget, complexity, due dates, deliverables) Create and maintain client deliverables with appropriate due dates (including any extension dates) in CCH Workflow Monitor internal systems (PE and Workflow) are accurately updated to reflect current employee staffing, ensuring all job assignments, changes, and departures are properly recorded Requirements / Competencies Graduate degree Professional demeanor with a proactive and dedicated work ethic Strong time management skills with the ability to independently manage multiple projects and deadlines as assigned High attention to detail Exceptional analytical skills with the ability to leverage a wide variety of data and related tools to improve the efficiency of the organization Solid relationship management skills with the ability to assume increasing responsibilities in a rapidly changing environment Excellent customer service skills and positive attitude Excellent interpersonal, written, and oral communication skills Ability to work within a flexible work environment Self-starter, high initiative, resourceful Ability to work independently, share knowledge, and work in a strong team orientated environment Demonstrates dependability and sense of urgency Tech savvy – proficient in data entry and Microsoft Office, especially Excel Location - Mumbai (Goregaon) Working Days - Monday to Friday Timings - 12:00 noon-9:00 pm About CSH Our firm’s mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees’ career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work. Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination. Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.
Job Purpose Responsible for the successful direction and execution of audit engagements, as well as working as a member or supervising member of audit teams on large, complex projects. Depending on engagement, reports to one or more member(s) of the audit senior management team, while managing and directing daily activities of more junior auditors. Goals & Objectives: Somewhat broad and general, but also indicates what incumbents should be accomplishing. This section provides key criteria for setting performance objectives. Plan, schedule, complete and review audit engagements independently. Manage the more complex areas of an engagement, offering critical insight and analysis. Supervise, coach , direct and review the work of others. Begin to develop reputation internally and externally as a subject matter expert and sought after advisor. Begin to understand and develop marketing goals. Begin to develop relationships with referral sources. Duties And Responsibilities Have a thorough understanding of generally accepted accounting / auditing standards, , the AICPA Compilation and Review Standards, common accounting /audit procedures & techniques, and the firm’s quality control standards. Apply knowledge of internal controls and clients’ business to identify risk and make appropriate recommendations to Manager, Principal or Shareholder. Supervise staff auditors assigned to engagements, providing guidance and overall review of deliverables. Ensure audit conclusions are documented appropriately and based on sufficient audit evidence given the associated level of risk. Develop audit programs and testing procedures relevant to risk and test objectives. Obtain and review evidence ensuring audit conclusions are well-documented. Complete or review engagement programs and audit risk assessments for approval. Prepare and/or review workpapers, letters and financial statements, including footnote disclosures. Work with the client to resolve problem areas or issues discovered during the audit process. Have a thorough understanding of the client’s business process and accounting system(s). Effectively use firm audit software to review and compile financial information. Complete engagements within budgeted hours. Responsible for the completion of engagements by client due dates. Command balance over charge hours and investment hours. Complete billings before due date. Pursue charge hour goal. Other duties as assigned. Key Technical Skills and Knowledge:. Bachelor’s degree in Accounting or related field. CPA . Public Accounting experience of at least three years, or equivalent industry experience. Proficiency in Microsoft Office Word and Excel. Excellent interpersonal skills, as well as excellent written and verbal communication skills. Thorough understanding of GAAP. Key Success Factors Knows what needs to be done to get the engagement across the goal-line and is knowledgeable and confident enough to get there. Demonstrates trustworthy behavior in all actions and work product, including budgeting, billing and the advice and council given to more junior audit staff. Ability to proactively engage and communicate and build a professional, trusted relationship with all levels of an organization. The person in this role will not only be doing, but reviewing, so it’s mission critical to catch the mistakes and errors of others, showing and teaching them so that they can improve. Inspire client’s confidence and trust by communicating and demonstrating audit expertise that is applicable to that individual clients business. Continue to keep up-to-date on relevant changes, as well as CPE requirements, but also to let that knowledge flow down to more junior members of the audit staff. To have a deep knowledge of the clients business and any changes in their industry in order to offer them proactive business planning and advice. Understand the scope of the clients business, as well as engagement parameters, in order to plan and budget appropriately. Effectively delegate and manage all the pieces of an engagement. Competency Model Manage Work: Plan, schedule, organize, delegate and direct the work of self and others, setting challenging yet achievable goals that balance task requirements and individual abilities. Resolve Conflict: Use appropriate interpersonal styles and techniques to reconcile differences, sizing up situations quickly and taking appropriate action. Assure Quality: Demonstrate a high level of care and thoroughness, checking work of self and others to ensure completeness and accuracy. Tolerate Stress: Maintain effective performance under pressure; handle stress in a manner that is acceptable to others and to the organization. Coach/Develop Others: Help support the development of others by providing timely guidance and feedback helping them strengthen the knowledge/skills needed to develop and excel. Collaborate: Build constructive working relationships with a diverse set of clients, internal stakeholders, and the community, to meet mutual goals and objectives. Location - Mumbai, Goregaon (Hybrid) Working days - Monday to Friday Timings - 12:00noon-9:00pm
Position Summary The Senior Accountant is responsible for ensuring that accounting and reporting goals are met timely and accurately through leading and assisting with certain transactional items, reconciliations, report preparation and special projects. The Senior Accountant will at times be the primary point of contact with clients and must be able to effectively communicate to internal and external customers with a positive can-do approach. The Senior Accountant must be able to execute a statement of work on certain clients on their own. Essential Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Demonstrate mastery of preparation standards and proactively ensure compliance. Proactively challenge our service approach and communicate upwards to ensure efficient methods of closing client books without sacrificing quality and timeliness. Master CSH’s transaction processing approach and how to integrate into accounting. Maintain work papers necessary to support the close process and year-end reporting objectives. Execute responsibilities in client work plan dependably and free of significant errors. Proactively provide process feedback and challenge to ensure we maximize efficiency and consistency in our process. Perform daily tasks to facilitate ongoing client operations. Conduct bank and other balance sheet account reconciliations. Record and reconcile payroll transactions. Process client invoices to customers. Post customer payments (recommended that this function and the above are assigned to different staff members, when possible, when physical access to cash cannot be avoided). Download/enter revenues from 3rd party applications or banks. Exhibit a consistent ability to meet engagement budgets. Meet or exceed utilization targets. Participate in training of analysts and accountants to delegate certain accounting transaction classes/functions. Develop a knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas. Build expertise in financial statement and reporting frameworks utilized to ensure that accounting is performed in accordance with stated objectives. Obtain familiarity with the software and processes utilized in applicable managed service industries. Live and promote the firm’s mission, REAL Values, and The CSH Way. Perform other duties as required or assigned Software's used - QuickBooks, Sage or Bill.com (Any 1 is mandatory). Required Skills A willingness and ability to work independently and in a team environment. Demonstrate a client-centric approach to all matters. Ability to be a self-starter but recognize when it is time to ask for help. Strong analytical skills and attention to detail. Excellent interpersonal skills. Excellent oral and written communication skills. Exhibit critical thinking and problem-solving skills. Ability to prioritize and focus in a high-speed, multi-tasking environment. Ability to delegate and train on accounting transaction functions. Proficient with Microsoft Office applications. Familiarity with accounting tools used by the firm to deliver client services. Required EDUCATION AND EXPERIENCE Bachelor’s degree in accounting, finance or equivalent experience. Preferred Prior bookkeeping experience that involved processing of Accounts Payable, Accounts. Receivable and Payroll. Experience preparing payroll and sales tax returns. Experience working in a paperless environment. Willingness to work towards becoming a CPA or CA. Location - Mumbai (Goregaon) Timings - 12:00 noon-9:00 pm Working days - Monday to Friday - Hybrid