Assurance Services Associate – Nonprofit

Orange County, CA

The Pun Group, LLP is seeking an experienced Assurance Services Associate to join the Southern California office of our fast-growing well-established regional firm.

Role

Supports the Firm’s assurance practice through day-to-day participation in client engagements. Performs audit procedures in accordance with generally accepted auditing standards (GAAS), documents work performed in accordance with Firm and professional standards, and applies professional skepticism and judgment under appropriate supervision. Continues to develop technical knowledge of accounting and auditing standards, with exposure to nonprofit assurance engagements, including related compliance testing procedures, as assigned.

Schedule

Monday to Friday

Ability to Relocate

Santa Ana, CA 92707: Relocate before starting work (Required)
Work Location: Hybrid remote in Santa Ana, CA 92707

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical Thinking & Problem Solving – Reviews information carefully, identifies unusual items, and helps resolve issues.
Continuous Learning – Seeks feedback, builds technical knowledge, and pursues development opportunities.
Job Knowledge & Technology – Develops required accounting, auditing, and software skills.
Customer Service & Communication – Communicates clearly, responds in a timely manner, and maintains professional working relationships.
Teamwork & Cooperation – Works collaboratively and responds well to direction and coaching.
Adaptability – Adjusts to changing priorities and engagement needs.
Ethics, Professionalism & Inclusion – Demonstrates integrity, maintains confidentiality, and supports an inclusive workplace.
Planning & Organization – Manages time effectively and completes work accurately and on time.

Qualifications

To perform this job successfully, an individual must be able to carry out all essential duties effectively. Reasonable accommodations may be provided for individuals with disabilities.

Education and Experience

Bachelor’s or Master’s degree in Accounting, or 1–2 years of related experience; or an equivalent combination of education and experience.

Language Skills

Ability to read and interpret business documents, professional standards, and regulations.
Ability to write clear business correspondence and audit documentation.
Capable of presenting information and responding to questions from managers, clients, and team members.

Reasoning Ability

Applies sound judgment in following instructions and carrying out assigned work.
Identifies issues, asks appropriate questions, and assists in resolving routine problems.

Computer Skills

Proficient in core Microsoft Office applications – Outlook, Teams, Word, and Excel.
Experience with audit software, accounting software, and online platforms preferred.

Certifications

CPA certification preferred or willingness to pursue CPA certification.

Physical Demands

Regularly required to sit, work at a computer, communicate verbally, and use standard office equipment.
Vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work is typically performed in an office setting; reasonable accommodations are available for individuals with disabilities.
Position follows a hybrid schedule and may involve client-site work occasional travel, as applicable.

Responsibilities

Supports client engagements by performing the following duties:

Participates in engagement planning discussions and assists in carrying out audit procedures based on the planned approach.
Performs audit procedures, including substantive testing and other assigned procedures, on account balances, transactions, and disclosures.
Assists with walkthroughs, data gathering, confirmations, and other engagement procedures as assigned.
Prepares clear, accurate, and timely audit documentation in accordance with Firm and professional standards.
Communicates engagement status, questions, and issues to the engagement lead in a timely manner.
Applies professional skepticism and judgment in performing assigned work and documenting results under appropriate supervision.
Assists with compliance-related procedures on nonprofit or other regulated engagements, including Single Audit engagements, as assigned.

Develops technical proficiency by performing the following duties:

Becomes familiar with Firm quality management policies, engagement platforms, and online research tools.
Gains knowledge of professional standards and financial reporting frameworks applicable to assigned engagements, including guidance issued by the AICPA, FASB, and nonprofit-related reporting and compliance requirements as applicable.
Learns and becomes proficient with Firm software, including CCH ProSystem fx Engagement, PPC Smart, Datasnipper, and other tools used in the assurance practice.
Attends in-person and virtual Continuing Professional Education (CPE) trainings as scheduled.
Works toward advancing technical knowledge and practical application of accounting, auditing, and compliance-related standards relevant to assigned engagements.

Supports client and team communication by performing the following duties:

Communicates professionally with clients to obtain information and supporting documentation needed for engagements.
Maintains professional and courteous interactions with clients and colleagues.
Assists in meeting engagement deadlines and delivering accurate, high-quality client service.

Benefits

Your professional happiness is important to us, so we offer an industry-leading compensation package with perks and benefits that matter to you. Here are a few ways we show our appreciation:

Competitive salary
Discretionary bonus program
CPA exam assistance and assistance with licensing fees
CPA bonus
Client referral bonus
Employee referral bonus
Paid personal time off
Career development program
Medical, dental and vision insurance
Life insurance
401(K) plan
Profit-sharing program
Continuing education assistance

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