Assurance Preparer – BT Prep

Baker Tilly US; United States; On-site; USD 42,000 - 102,000; Full time

Job summary

Baker Tilly US is seeking a detail-oriented Associate for BT Prep, Baker Tilly’s centralized processing center. The role focuses on data preparation for audit engagements, using standard procedures to enter data and identify issues, while maintaining confidentiality and independence on client information.

This position emphasizes accuracy, process improvement, and timely delivery. Responsibilities include handling client-provided data, supporting EBP and SSARS engagements, and continuously

Qualifications

• Availability to work minimum 30 hours/week (Mon–Fri, 8:00–5:00 local time; schedule spans at least 4 days).
• Previous audit or assurance experience highly preferred.
• Associate degree or higher preferred.
• Experience with Microsoft 365 and Adobe Acrobat preferred.
• Adaptable to technology and paperless environments.
• Maintain confidentiality and independence with client information.
• Accurate, detail-oriented, and timely in standard tasks.
• Strong written and verbal communication; able to work with others and independently.

Responsibilities

• Initial preparation of Audit, EBP Audits and SSARS engagements, and similar.
• Deliver high level skill in a range of standard tasks.
• Examine and analyze data records.
• Interpret information based on prior year or similar clients.
• Use standard procedures to enter information and identify issues.
• Input information into appropriate software.
• Input clear notes for missing items and questions.
• Maintain and expand knowledge base; attend training as needed.
• Increase efficiencies, technical ability and interpersonal skills.
• Understand how tasks integrate into the overall process.
• Engage in special projects or other duties as assigned.

Skills

Audit experience

Attention to detail

Communication skills

Independent work

Confidentiality & independence

Education

Associate degree or higher

Tools

Microsoft 365

Adobe Acrobat

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Overview

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly 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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

BT Prep is Baker Tilly’s (BT) nationally centralized “processing center” established to gain efficiency, standardize processes, reduce costs but most importantly to more effectively utilize the time of our accounting professionals

This position is responsible for routinely working on specific data within the Assurance service line that requires critical thinking and some technical expertise to interpret, manipulate and input data into specific software. This position most often works with initial client-provided data and is typically not responsible for completion of client deliverable. deliverables

What You Will Do

• Initial preparation of Audit, EBP Audits and SSARS engagements, and similar.
• Deliver high level skill in a range of standard tasks.
• Examine and analyze data records.
• Interpret information provided based on similar information from prior year and/or similar clients.
• Use standard procedures to enter information and identify issues
• Input information into appropriate software.
• Input clear and concise notes for missing items and questions.
• Maintain and expand knowledge base
• Utilize training material supplied to develop and keep skills and knowledge current.
• Attend courses on subject matter when necessary
• Increase efficiencies, technical ability and interpersonal skills
• Gain a strong understanding of the technical aspects of the teams role
• Understand how performed tasks integrate into the overall process
• Engage and participate in special projects or complete other duties as assigned.

Qualifications

The successful candidate will have:

• Availability to work minimum 30 hours/week (Monday–Friday, 8:00 AM–5:00 PM local time; schedule must span at least 4 days/week with minimum 4 consecutive hours/day)
• Previous audit or assurance experience highly preferred
• Associate degree or above highly preferred
• Has experience with and proficient knowledge of Microsoft 365 and Adobe Acrobat, preferred
• Demonstrates ability to be adaptable to technology and work in a paperless environment.
• Ability to maintain confidentiality and independence with respect to client information
• Demonstrates accuracy and attention to detail in a range of standard tasks
• Demonstrates ability to manage workload effectively and complete tasks in a timely manner.
• Solid communication skills, both written and verbal maturity
• Demonstrates ability to work with others
• Ability to work independently

The pay rate range for this job position is $20.23 to $49.10. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.