Independence Associate 2

This position is a member of the centralized team providing affiliate tree maintenance. The associate will assist and provide support to engagement teams serving clients in private equity within other areas related to independence as directed by the National Office of Independence, Compliance, & Ethics

Essential Duties

• Maintain affiliate trees for private equity client relationships in the firm's entity management system as directed by the National Office of Independence, Compliance, & Ethics. Includes gathering data and information about affiliates from structure charts and public resources.
• Assist with development and presentation of independence-related training, tools, and guidance.
• Other duties as assigned

EDUCATION/CERTIFICATIONS

Bachelor's degree (required) in Accounting or related field

TECHNICAL/SOFT SKILLS

• Learning to read and apply rules, regulations, policies and procedures.
• Awareness of SEC, PCAOB and AICPA Independence rules and ability to recognize the potential impact of changes to firm policies, processes and personnel.
• Learning to communicate information clearly and concisely, in writing to diverse audiences across the firm and to outside professional contacts.
• Developing conflict resolution skills.
• Proficient in use of Microsoft Office products including familiarity with SharePoint as a document repository.
• Learning to identify and recommend process improvement and efficiency.
• Learning to develop and maintain applicable professional and internal contacts, resources and networks.
• Ability to maintain confidentiality and discretion.

EXPERIENCE

• A minimum of three to six years of experience in public accounting.
• Experience with and understanding of private equity structures
• Experience with the application of the SEC independence rules.

LEADERSHIP SKILLS

• Business Awareness: The demonstration of an understanding of the impact of regulatory controls on business conditions.
• Customer Focus: Acts to make things better by making deliberate attempts to add value.
• Seeks information from supervisor for guidance on customer approach.