PPG Coordinator
Job Description
Responsibilities
This position provides support to the public company practice and operations team within the Professional Practice Group (PPG). In addition, this position will participate in various PPG initiatives to support the Assurance Service Line.
Responsibilities:
1. Provide support to the PPG's public company operations team and leadership:
- Coordination of client acceptance/continuance meetings, taking meeting minutes, and sending approvals to engagement team members
- Draft regulatory filings (Form AP, Form 2, Form 3)
- Maintain the SEC client list and partner rotation schedule
- Run weekly WIP and A/R reports for leader evaluation
- Assist with PCAOB inspection requests
- Assist with internal PCAOB trainings and monitoring
- Develop collaborative internal working relationships and act as liaison for team members, responding to routine inquiries, and assisting with timely responses to other matters
- Assist with other projects as requested
2. Provide support to the operations team within the Assurance Service Line national office (known as the Professional Practice Group or PPG):
- Monitor the setup of new clients and projects to ensure accurate setup
- Submit/renew the firm's registrations with state boards of accountancy, including maintaining a partner list
- Maintain the practice's authorization processes
- Primarily responsible for various applications that are utilized to support the Assurance Service Line
3. Other duties as assigned
Qualifications
- 1 to 3 years required, 3-5 years preferred.
- Associates degree required.
- IAAP Certified Administrative Professional (CAP) or professional certification in office management preferred.
- Ability to organize large amounts of information and maintain order among multiple, ongoing projects. Able to perform clerical duties (managing meeting schedules, taking notes/minutes, organizing files).
- Articulate, analytical (with attention to detail), and a self-starter with strong follow through.
- Effective communication skills as this role requires constant communication with a variety of partners and engagement teams.
- Ability to function autonomously and possess the ability to learn and apply new knowledge to projects/assignments. This may include learning new technical topics, new software, or process improvement and change management initiatives.
- Knowledge of common office technologies and willingness to learn new software. Advanced knowledge of MS Office suite (primarily Word, Excel, Outlook, PowerPoint) is required.
- Comfortable in both an administrative support role and a contributor role, leading or contributing to special projects, leading meetings, or managing processes.
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Overview
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.
Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Date Posted
03/25/2023
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