YHB | CPAs & Consultants · 6 hours ago
Assurance Services Concierge
Owings Mills, MD 21117, USA
Full-time
Onsite
Mid Level
3+ years expYHB | CPAs & Consultants is seeking an Assurance Services Concierge to serve as a vital link between clients and the organization. This role involves managing client engagements, coordinating administrative tasks, and ensuring operational efficiency while fostering long-term client relationships.
AccountingComplianceConsultingWealth Management
Responsibilities
Track and manage client deliverables including engagement letters, reports, and communications
Serve as a liaison between clients and internal teams, ensuring timely and accurate communication
Assistance with capital asset and depreciation reports, including entering asset addition/disposals and preparation of reports for file and client use
Collect and relay client feedback to internal departments to enhance service offerings
Format and process reports, letters, presentations, and other client-facing documents. (Including financial statements, SOC, Internal audit reports, other)
Manage calendars for assigned Principals, including scheduling of meetings, calls and events
Coordinate and schedule client appointments, team and department meeting logistics and travel arrangements for assigned Principals
Process audit confirmations and electronic file requests
Maintain compliance of assurance file lockdowns in accordance with the Firm’s record retention and QMS policies
Process PDF and bound paper copies of reports, letters and presentations
Prepare proforma financial reports
Support the planning and execution of team meetings, including agenda preparation, note-taking and follow-up on action items
Maintain assurance team scheduling, including sending invitations and tracking changes, to ensure timely completion and communication of schedules. The scheduling component may also include coordinating audit timing with clients
Monitor PBC (Prepared by Client) list completion using applicable software
Assist with client billings
Communication liaison between Principals, clients, and internal teams
Attend niche team meetings, document action items, and ensure follow-through
Maintain action item trackers to keep Principals informed of priorities and deadlines, when requested
Expense report management for assigned Principals
Maintain CPE records in LC Vista for assigned Principals
Actively participate in self-development and goal-setting activities
Demonstrate a collaborative, team-oriented mindset with a focus on service excellence
Uphold confidentiality and integrity in all interactions
Approach challenges with a focus on helpfulness, team success and consideration for others
Qualification
Required
Three years of relevant experience in client services, executive support, or audit administration
Proficiency in Microsoft Office 365 required
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
High level of professionalism, discretion, and confidentiality
Self-starter with initiative and problem-solving skills
Team oriented
Preferred
2-year College degree (preferred)
Familiarity with accounting firm processes and terminology is a plus
Knowledge of Practice ERP, project management and workflow tools a plus
Company
YHB | CPAs & Consultants
We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeremy Shen
Chief Strategy Officer
Recent News
2025-07-30
EIN Presswire
2025-06-25
2025-04-04
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