Audit Associate
The Audit Associate is responsible for reviewing and analyzing payroll, tax, and accounting records to determine accurate insurance premium bases across multiple lines. This entry-level role involves detailed data reconciliation using Excel tools, client communication to clarify business operations, and processing audit findings within a centralized database. The position offers a hybrid work environment with structured professional development opportunities and strong benefits.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
The Audit Associate will perform data-driven audits to determine appropriate premium bases for multiple insurance lines (Workers’ Compensation, General Liability, Professional Liability). This is an entry-level, Excel-focused role supporting a Confidential Client in the Accounting & Finance industry.
- Review and analyze payroll, tax, and accounting records to determine accurate premium bases.
- Gather clear descriptions of business operations and employee job duties via phone and email.
- Clarify, document, and reconcile discrepancies across payroll, tax, and accounting records.
- Complete audit worksheets using established Excel templates and existing pivot tables/VLOOKUPs.
- Enter and process audit findings in the company database following internal procedures.
- Apply basic auditing principles to evaluate records, identify issues, and support premium determinations.
- Collaborate with internal teams to resolve questions and finalize audit results.
- Maintain organized, audit-ready documentation in accordance with internal guidelines.
What We’re Looking For
- Bachelor’s or Associate’s degree in accounting, finance, economics, business administration, or a related field.
- Experience reviewing financial records and performing reconciliations of payroll, tax, or accounting data.
- Strong Microsoft Excel skills: ability to work with pivot tables, VLOOKUPs and audit worksheets.
- Attention to detail and accuracy in data review and entry.
- Clear written and verbal communication skills for client outreach via phone and email.
- Ability to manage multiple audits and deadlines while maintaining high-quality work.
Preferred / Additional Qualifications
- GPA above 3.0 for degree-holders in relevant majors.
- Associate’s degree plus 2+ years of experience in auditing, A/P, A/R, payroll, or GL accounting.
- Prior experience with insurance-related audits (Workers’ Compensation, General Liability, Professional Liability) is a plus.
- Strong organizational skills and motivation for career development; tuition reimbursement available after a qualifying period.
Work Environment & Schedule
This position is based in Parsons, PA and follows a hybrid schedule. Initial onboarding/training is remote for approximately 1–2 weeks. After onboarding, the typical schedule is onsite Tuesdays and Wednesdays and remote the other three weekdays. Day-to-day work is computer-based and Excel-intensive.
Pay & Benefits
- Salary: $42,682.00 per year (range provided by the client).
- Benefits include comprehensive healthcare, 401(k) with company match, generous paid time off, subsidized downtown parking, closure on major holidays, and tuition reimbursement after six months.
- Individual compensation will depend on qualifications, experience, location, and other job-related factors.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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