Continuing Professional Education Associate

• At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress
• Our culture focuses on collaboration to achieve career growth
• Innovation is highly encouraged, which is where programs like our EB Xchange originate
• This program allows interested tax and audit employees to complete a rotation into a specialty area
• We promote happy employees by making work/life balance a priority along with being actively involved in our communities
• Our dedication to service can be seen through the Firms decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year
• Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events

A typical day as a Continuing Professional Education Associate in Mumbai might include the following:

• Managing data entry and compliance of continuing professional education (CPE) requirements for the firm through accurate recording of information
• Overseeing the continuous implementation and maintenance of CPE and IRS CE electronic filing, reporting and tracking
• Understand regulatory requirements for CPAs, Enrolled Agents, and other certifications to ensure firm compliance
• Respond to individuals questions, potentially requiring extensive research, regarding issuance of NASBA CPE or IRS CE to licensed individuals at the firm
• Logging and tracking employee queries related to CPE/CE credits and ensuring timely resolution
• Correspond with attendees, both internal and external, and presenters regarding CPE or CE related questions found in the Learning & Development mailbox, via Team messages and by phone, continually providing excellent customer service to all staff
• Uploading course completion reports, attendance rosters, and the issuance of CPE in the Learning Management System (LMS)
• Creation of new programs in the LMS system using supporting information provided by the Regional Learning Coordinator (RLC)
• Perform daily administrative tasks including the review and approval of external CPE certificates, addition of new jurisdictions, and addition of newly hired staff s prior CPE and associated certificates
• Occasionally support in person and/or virtual learning events in our Mumbai office

Who You Are

• You have a Bachelor s degree in business administration or education
• You have 2 years experience in a data entry or support role requiring strong attention to detail and accuracy
• You are proficient with computers, including Microsoft Office Suite (Word, PowerPoint, and Excel)
• You have experience with Learning Management Systems (LMS)
• You are able to communicate clearly, both written and verbally
• You are skilled at managing multiple projects simultaneously by setting priorities and meeting deadlines You are motivated to establish and maintain effective working relationships with co-workers and clients