Compliance Coordinator

2 weeks ago

Bethesda, United States Calibre CPA Group Full time

**Position Duties**:

- Support department Directors in scheduling of meetings between internal and external clients.
- Prepare status reports for clients including reports presented at Board of Trustee meetings.
- Perform an initial inventory of client records prior to assignment of the audit.
- Manage the scheduling of audits to include coordinating and assigning audit trips as needed.
- Escalate scheduling problems to clients and monitoring progress towards a resolution.
- Review monthly billing summaries for all clients to ensure rates are consistent with contracts.
- Perform quality assurance on invoices, reports, and other documents as requested.
- Generate and send engagement letters to clients as directed by Directors and Partners.
- Work closely with clients and employers keeping both informed scheduling issues.
- Oversee Compliance Department Summer Interns.
- General administrative duties: Copying, mailing, faxing, correspondence, travel arrangements, booking meetings, correspondence, PowerPoint, confirmations, time entry, manager support.

**Competencies**:

- Excellent written and oral communications skills
- Excellent editing and proofreading skills
- Outstanding interpersonal skills and a self-starter, team-oriented attitude
- Commitment to producing high quality work
- Professional demeanor and ability to work well under pressure
- Excellent knowledge of Microsoft platforms to include Excel and Access.

**Required Education and Experience**:

- 4 years degree desirable
- Ability to handle multiple and diverse tasks in a fast-paced environment
- Ability to work overtime as needed to complete assignments and meet deadlines
- Ability to maintain appropriate confidentiality of sensitive information

**Work Authorization**:

- Must have valid work authorization for employment in the United States

**EEO**:
**Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.**

**Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre CPA Group employees to perform their job duties may result in discipline up to and including discharge.

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