Compliance Staff

Calibre CPA Group; Bethesda (AR); On-site; USD 55,000 - 58,000; Full time

Job summary

Calibre CPA Group is seeking an entry-level Compliance Staff to analyze and review payroll, tax, and personnel records to determine employer compliance with collective bargaining agreements. You will prepare and submit audit findings to fund administrators for various employee benefit plans, with up to 50% travel to client sites.

The ideal candidate has strong Excel skills, meticulous attention to detail, and excellent written and oral communication.

Qualifications

• Experience analyzing payroll, tax, and personnel records to assess compliance.
• Strong Excel skills with data accuracy and integrity.
• Willingness to travel up to 50% and work on-site with clients.

Responsibilities

• Perform compliance audits on payroll, tax, and personnel records.
• Compute audit results and prepare audit reports.
• Research payroll records, reports, and contracts.
• Travel to employer facilities to conduct on-site inspection of records.
• Schedule and coordinate audit appointments with employers.
• Transfer payroll data onto worksheets.
• Retrieve accurate information from various in-house departments.
• Research and schedule travel accommodations.
• Communicate with employers effectively to obtain required information and review audit results.

Skills

Written communication

Oral communication

Attention to detail

Customer focus

Team player

Analytical skills

Education

Associate degree

Bachelor’s degree (preferred)

Tools

Microsoft Excel

Job description

POSITION SUMMARY:

This position involves analyzing and reviewing payroll, tax, and personnel records to determine employer compliance with collective bargaining agreements. Compliance Staff are responsible for creating and submitting reports of audit findings to fund administrators on a variety of employee benefit plans. This is an entry level job.

SALARY RANGE - $55,000 - $58,000 (Based or experience)

RESPONSIBILITIES:

• Performing compliance audits on payroll, tax, and other personnel records.
• Computing audit results and preparing audit reports.
• Researching payroll records, reports, and contracts.
• Traveling to employer facilities to conduct on-site inspection of records.
• Scheduling and coordinating audit appointments with employers.
• Transferring payroll data onto worksheets.
• Retrieving accurate information from various in-house departments.
• Researching and scheduling travel accommodations.
• Communicating with employers effectively to obtain required information and to review audit results.

COMPETENCIES:

• Excellent written and oral communication skills
• Attention to detail
• Customer focus
• Team player
• Strong organizational skills
• Good decision making and analytical skills

POSITION TYPE:

• Full-Time, Permanent

WORK ENVIRONMENT:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

• Ability to sit at a desk and work on a computer for extended periods of time.
• Regular use of hands and fingers for typing, data entry, and handling paper documents.
• Ability to read, analyze, and interpret detailed information on computer screens and in printed materials.
• Clear verbal and written communication skills to interact effectively in person, by phone, and in virtual meetings.
• Occasional requirement to stand, walk, bend, or reach for office materials.
• Ability to lift and carry files, binders, or office supplies weighing up to 20 pounds.
• Ability to travel occasionally for training, firm events, or client meetings (if applicable).
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.

TRAVEL:

• This positions requires 50% travel locally and nationwide
• Valid U.S. Drivers License and good driving record required

REQUIRED EDUCATION AND EXPERIENCE:

• Associate degree, preferably in a business-related field
• Strong working knowledge of Microsoft Excel.

PREFERRED EDUCATION AND EXPERIENCE:

• Bachelor's Degree, preferably in a business-related field.
• Experience with or knowledge of collective bargaining agreements.
• Experience with or knowledge of payroll systems.

WORK AUTHORIZATION:

• Must have valid work authorization for employment in the United States.

OTHER DUTIES:

• As you progress in this position, you will provide training to new staff.

EEO: Calibre is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.