Audit Team Coordinator/Client Engagement Administration

dozllc; Carmel (IN); On-site; USD 32,000 - 34,000; Full time

Job summary

dozllc is seeking an Audit Team Coordinator to provide administrative and accounting support for audit teams and client engagements. This role partners with professional staff, administrative personnel, and occasionally clients in a fast-paced environment.

The successful candidate will demonstrate strong organization, communication, and problem-solving skills, with the ability to manage multiple priorities and work independently or with the team.

Qualifications

• Two or more years of experience in an administrative, coordinator, or similar support role.
• Proficiency with Microsoft Word and Excel, Google Workspace, and Adobe applications.
• Strong verbal and written communication skills.
• Ability to manage competing deadlines and adapt to changing priorities in a fast-paced environment.

Responsibilities

• Manage new client engagement administration, including onboarding, system setup, tracking, and maintenance
• Prepare client engagement letters
• Prepare and track formal regulatory audit letters
• Prepare and track audit correspondence and confirmations
• Perform quality assurance and formatting review of audit deliverables, reports, and correspondence
• Support audit workflows, including the assembly and organization of standardized client information and documentation
• Assist with planning, interim, year-end, and other engagement-related tasks as directed by audit team members
• Track and follow up on audit-related open items and assist with related processing
• Assist with client and team administration, including status reporting, scheduling, deadline tracking, and due-date management
• Coordinate team travel and related logistics
• Provide general administrative support as needed
• Perform other duties consistent with the position as assigned

Skills

Administrative support

Communication

Prioritization

Attention to detail

Adaptability

Tools

Microsoft Word

Excel

Google Workspace

Adobe applications

Job description

This position is a dual role providing administrative and accounting support to audit teams and client engagements. Working with professional staff, administrative team members, and, at times, clients, this position requires a high degree of professionalism, attention to detail, organization, and the ability to manage competing priorities in a fast-paced environment.

Audit Team Coordinators are responsible for a variety of support tasks. Responsibilities may vary based on the time of year, client and team needs, and business priorities.

A successful Audit Team Coordinator will have a positive, service-oriented approach and strong organizational, communication, and problem-solving skills. This position requires the ability to work independently with appropriate direction and collaboratively with team members at all levels of the Firm. At times, the Audit Team Coordinator may serve as a primary point of coordination among professional staff, administrative team members, and clients.

Responsibilities include, but are not limited to:

• Manage new client engagement administration, including onboarding, system setup, tracking, and maintenance
• Prepare client engagement letters
• Prepare and track formal regulatory audit letters
• Prepare and track audit correspondence and confirmations
• Perform quality assurance and formatting review of audit deliverables, reports, and correspondence
• Support audit workflows, including the assembly and organization of standardized client information and documentation
• Assist with planning, interim, year-end, and other engagement-related tasks as directed by audit team members
• Track and follow up on audit-related open items and assist with related processing
• Assist with client and team administration, including status reporting, scheduling, deadline tracking, and due-date management
• Coordinate team travel and related logistics
• Provide general administrative support as needed
• Perform other duties consistent with the position as assigned

Required Qualifications

• Ability to work in-office in either Carmel, Indiana, or Austin, Texas
• Two or more years of experience in an administrative, coordinator, or similar support role
• Strong computer skills, including proficiency in Microsoft Word and Excel, Google Workspace, and Adobe applications
• Strong verbal and written communication skills
• Demonstrated ability to manage competing deadlines, prioritize work, and adapt to changing priorities in a fast-paced environment
• Strong attention to detail, including the ability to identify discrepancies in data, reports, and documentation and appropriately resolve or elevate issues
• Strong document-production and keyboarding skills, including accuracy in formatting, template management, and proofreading
• Ability to work effectively both independently and collaboratively

Preferred Qualifications

• Two or more years of experience in public accounting, professional services, or a similar environment
• Basic understanding of accounting fundamentals
• Experience with electronic signature platforms, such as DocuSign

Compensation

• $23.00 - $25.00 per hour

Actual compensation within the applicable range will be determined based on experience, qualifications, skills, and other job-related factors.