Johnson LambertJL

Engagement Resources Associate

Johnson Lambert is a niche-focused CPA and consulting firm providing audit, tax, and advisory services to the insurance, non-profit, and employee benefit plan industries.

Johnson Lambert

Employee count: 201-500

United States only

Johnson Lambert LLP is currently seeking an Engagement Resources Associate to join our team.

At Johnson Lambert we relentlessly strive to advocate for our clients and employees, and inspire an environment that embodies agility, respect, and trust. In this role, you will work collaboratively with Professional staff to perform or assist in effectively executing various aspects of client engagements. This is a fully remote position.

As an Engagement Resources Associate you will perform designated, time sensitive tasks throughout the engagement cycle. The responsibilities of this role consist of a combination of administrative, compliance, and basic accounting work and will primarily be executed independently, with a heavy focus on written communication. You will:

  • Assist with preparation of audited financial statements, documents, and reports
  • Format, proofread and draft client deliverables
  • Prepare and complete:
    • Engagement Letters
    • Audit confirmations
    • Reconciliation of trial balances
    • Audit workpapers
    • Other client correspondence and deliverables
  • Accumulate and enter client data and analyze documentation for accuracy
  • Maintain and update client and engagement data and project statuses in CRM and workflow software
  • Effectively track and adhere to internal and external deadlines
  • Sustain open communication and collaboration with internal teams to ensure work is completed in an efficient and high quality manner at all times
  • Support evolving needs and projects across all business units

Qualifications & Selection Process

We look for candidates with:

  • Familiarity with basic accounting principles, procedures, and terminology
  • Superb editing, proofreading and grammar skills
  • Strong attention to detail and a commitment to quality
  • Capacity to analyze data and draw logical conclusions
  • Work collaboratively with team members across all business units
  • Effective interpersonal skills, with an ability to interface with clients, personnel and service providers at all levels
  • Excellent written and verbal communication skills
  • Follow written and oral directions and instructions; maintain client confidentiality
  • A self-starter with a service-minded attitude
  • Highly organized and structured when approaching tasks and responsibilities
  • Strong critical thinking skills and the ability to quickly learn new processes, applying them independently in various situations with minimal supervision
  • Ability to effectively manage conflicting priorities and organize workflow
  • Ability to work flexible schedule depending on on business needs

Desired Education & Experience

  • Associate’s degree in Accounting and 1-2 years of experience in a similar role
  • Advanced Microsoft Office and Google Suite experience
  • Prior experience with accounting and/or tax software a plus (XCM/CCH Access Workflow, CaseWare, Suralink, Confirmation.com)

We value your time and have built the selection process to reflect that. Our process is simple; you will begin the selection process with an application that is individually reviewed by our Recruiting team and a phone interview to best understand your specific areas of interest. The next step is to interview with the Engagement Resources team leaders. After that, decisions will be made and the Recruiting team will be back in touch. We value our candidates and want to ensure a process that directly reflects what you can expect as a Johnson Lambert employee. That means you have an entire HR team to support you through your candidacy and ensure you’re finding a position that will allow you to take your career to the next level in a culture that helps you thrive.

Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens.

Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.

About the job

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Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

United States +/- 0 hours

About Johnson Lambert

Learn more about Johnson Lambert and their company culture.

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At Johnson Lambert, we are at the forefront of transforming the accounting and advisory landscape through pioneering technology and deep industry specialization. Our firm was founded with a revolutionary vision: to provide an alternative to the traditional 'Big-8' firms by offering unparalleled audit and tax services tailored specifically to the insurance industry. This innovative spirit continues to drive our growth and success. We have embraced the power of generative AI, partnering with industry leaders like Cohere and Provectus, to revolutionize our audit processes. This strategic implementation of AI has resulted in a significant reduction in audit hours, allowing our expert teams to dedicate their focus to high-impact, strategic solutions for our clients. By automating routine tasks, we empower our professionals to delve deeper into complex financial analysis, risk management, and advisory services that deliver tangible value and foster our clients' success.

Our commitment to innovation extends beyond our client services and is deeply embedded in our firm's culture and operations. We leverage a sophisticated tech stack, including advanced AI and data analytics tools, to streamline workflows, enhance accuracy, and provide our teams with the resources they need to excel. This focus on technology not only improves efficiency but also enriches the client experience, providing them with insightful, data-driven guidance. Johnson Lambert is dedicated to serving niche markets, including insurance, non-profits, and employee benefit plans, with a level of expertise that is unmatched. Our professionals are not just accountants; they are industry specialists who are passionate about navigating the complexities of their chosen sectors. Through continuous learning, technological advancement, and a client-centric approach, we are not just keeping pace with the industry; we are setting new standards for what a modern accounting and advisory firm can achieve.

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Johnson Lambert

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Johnson Lambert hiring Engagement Resources Associate • Remote (Work from Home) | Himalayas