Review Team Preparer

Posted Yesterday
Be an Early Applicant
Hiring Remotely in USA
Remote
Mid level
HR Tech • Professional Services • Consulting • Financial Services
The Role
Prepare and support nonprofit review and compilation engagements: perform analytical procedures, identify accounting/reporting issues, prepare workpapers and schedules, reconcile financial data, collaborate with team and clients, and apply firm methodology and standards.
Summary Generated by Built In

This is a remote position.

About The Firm

Our client is a well-established accounting firm with a long history of serving nonprofit organizations. They combine the personal attention of a small practice with the technical depth of a larger firm, providing high-quality review and advisory services to mission-driven clients. The team values collaboration, precision, and balance, offering a supportive environment for professionals who want meaningful work without the grind of traditional public accounting.

About the Role

Our client is seeking a Preparer to join their Review Team, supporting nonprofit engagements. This is a hands-on role that goes well beyond checklist completion. The right candidate has been involved in the substantive side of review and audit work, not just organizing workpapers or marking up templates. You should be comfortable performing analytical procedures, identifying issues in financial data, and understanding what the numbers actually mean.

This role is ideal for someone from a smaller firm where staff are expected to roll up their sleeves and engage with the work directly. 

Responsibilities

  • Assist with review and compilation engagements for nonprofit organizations.

  • Perform analytical procedures and identify accounting and reporting issues in financial statements and supporting schedules.

  • Prepare and organize workpapers, schedules, and supporting documentation with accuracy and clear tie-outs.

  • Apply firm methodology and best practices through Knowledge Coach templates and checklists.

  • Engage substantively with client data, including revenue and expense analysis, balance sheet review, and identification of inconsistencies or areas requiring follow-up.

  • Collaborate with team members and managers to ensure timely, accurate completion of engagements.

  • Engage directly with clients on a regular basis

  • Maintain compliance with professional standards and firm policies.



Requirements
  • Bachelor's degree in Accounting or related field.

  • 4-10 years of public accounting experience, ideally within a smaller firm where direct involvement in substantive work was expected.

  • Demonstrated experience performing analytical procedures and engaging with the actual data, not solely checklist-driven tasks.

  • Strong background in nonprofit accounting and financial statement preparation.

  • Ability to understand and work through bank reconciliations, payroll analysis, and similar foundational review procedures.

  • A track record that shows you've developed judgment, not just familiarity, with review and compilation work.

  • Experience with Knowledge Coach and Profx Engagement preferred.

  • Detail-oriented with strong organizational, communication and problem-solving skills.

  • Self-motivated, dependable, and comfortable in a remote, collaborative setting.



Benefits
  • Competitive compensation based on experience.

  • Full single health coverage.

  • 401(k) match and employer-paid supplemental insurance plan (Aflac-style).

  • Flexible, remote schedule and a culture that values balance and professional respect.



Skills Required

  • Bachelor's degree in Accounting or related field
  • 4-10 years of public accounting experience (ideally at a smaller firm)
  • Experience performing analytical procedures and engaging with actual financial data
  • Strong background in nonprofit accounting and financial statement preparation
  • Ability to perform bank reconciliations, payroll analysis, and foundational review procedures
  • Track record of developing professional judgment in review and compilation work
  • Experience with Knowledge Coach and Profx Engagement
  • Detail-oriented with strong organizational, communication, and problem-solving skills
  • Self-motivated, dependable, and comfortable working remotely in a collaborative setting
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Year Founded: 2019

What We Do

White Tiger Connections specializes in advising mid-market and enterprise businesses on mergers and acquisitions (M&A), succession planning, and expansion strategies. They assist leaders in driving growth, optimizing transactions, and forming strategic partnerships, primarily serving clients in public accounting and wealth management.

Similar Jobs

CrowdStrike Logo CrowdStrike

Engineer II, Advanced Research (Remote)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
37 Locations
11000 Employees
100K-145K Annually

Dragos Logo Dragos

Senior Data Engineer

Security • Cybersecurity
Remote
United States
295 Employees
165K-165K Annually

TransUnion Logo TransUnion

Vice President Media & Entertainment Sales

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
14 Locations
13000 Employees
134K-296K Annually

People Inc. Logo People Inc.

Manager, Growth Marketing Platforms

AdTech • Consumer Web • Digital Media • eCommerce • Marketing Tech
Remote or Hybrid
New York, NY, USA
3500 Employees
60K-85K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account