Job Description

Job Description

Job Description

The Opportunity:

Join a comprehensive financial advisory firm where your audit and assurance skills support diverse client needs across Central Ohio's business community. As a Senior Audit & Assurance Associate at JC & Company, you'll contribute to their Accounting & Auditing Department while supporting for-profit audit, review, and compilation services alongside the firm's broader advisory, tax, and wealth management offerings.

JC & Company is a full-service financial advisory firm providing high-quality advisory, tax, and wealth management services to businesses and individuals throughout Lancaster, Hilliard, and Central Ohio. Their mission focuses on comprehensive and customized solutions tailored to each client's unique financial objectives, facilitating sustainable growth, optimizing tax efficiency, and cultivating wealth preservation and accumulation with integrity and professionalism.

This role offers the opportunity to support A&A client services within a firm that values personalized attention and collaborative client relationships. You'll assist with client communication, prepare financial reports, conduct research, and handle administrative tasks that ensure efficient operations while contributing to the firm's reputation for trusted financial guidance.

With competitive compensation from $80,000 to $150,000 based on experience, plus comprehensive benefits, this position provides a solid foundation for CPA professionals seeking to grow their careers within an established, full-service financial advisory environment.

As JC & Company continues serving their diverse client base across construction, healthcare, real estate, and professional services, you'll play a supporting role in delivering quality assurance services that meet client needs and professional standards.

What You'll Do: Support, Execute, Deliver \uD83D\uDD0D

• Support A&A Client Services: You will assist with for-profit audits, reviews, and compilations, contributing to the firm's Accounting & Auditing Department while supporting efficient service delivery across diverse client portfolios.
• Assist with Client Communication: You will support client interactions, help explain audit procedures, assist with documentation requests, and contribute to professional relationship building that demonstrates the firm's commitment to personalized service.
• Prepare Financial Reports: You will assist in preparing financial reports and documentation that support audit findings and client decision-making, ensuring accuracy and compliance with professional standards.
• Conduct Research and Administrative Tasks: You will perform research activities and handle administrative responsibilities that ensure efficient audit operations and support the broader firm's client service objectives.

What You've Done: Learned, Applied, Contributed \uD83D\uDCBC

• Public Accounting Experience: You bring 3-8 years of experience with another accounting firm, demonstrating progression in audit and assurance responsibilities and familiarity with CPA firm operations and client service expectations.
• Professional Education and Certification: You hold a Bachelor's degree in accounting with a CPA certificate or related field, reflecting your commitment to professional standards and technical competency in accounting and audit practice.
• Technical and Software Proficiency: You have proficiency in Microsoft Office and financial software, along with the technical foundation needed to support audit procedures and financial reporting requirements.
• Essential Skills: You possess strong organizational and time management skills, the ability to multitask and prioritize tasks effectively, and excellent interpersonal and communication skills that support collaborative client service.

What Sets You Apart: Organization, Communication, Growth ⭐

• CPA Foundation: Your CPA certification and accounting education demonstrate the professional credibility and technical knowledge essential for audit and assurance work within a full-service financial advisory environment.
• Multi-Tasking Capabilities: Your ability to prioritize effectively and handle multiple responsibilities shows the operational flexibility needed to support diverse client needs and firm objectives.
• Communication Excellence: Your interpersonal and communication skills enable effective client interaction and team collaboration that supports JC & Company's personalized service approach.
• Professional Development Mindset: Your accounting firm experience reflects the growth orientation and adaptability needed to contribute effectively within an established financial advisory practice.

The Hiring Process: Join JC & Company's Client-Focused Team \uD83D\uDD11

• Stage 1 (Initial Connect): Begin with a focused conversation with Pana Partners to explore your audit and accounting background, discuss your firm experience, and understand how this opportunity aligns with your career goals.
• Stage 2 (Firm Leadership Discussion): Meet with JC & Company leadership to discuss your experience, technical background, and interest in supporting their A&A client services within their comprehensive advisory practice.
• Stage 3 (Technical Evaluation): Demonstrate your audit knowledge and problem-solving abilities through a discussion of your experience and approach to supporting client services and audit procedures.
• Stage 4 (Team Integration): Connect with Accounting & Auditing Department members to explore working styles, collaboration approaches, and mutual fit for successful client support and professional contribution.
• Stage 5 (Reference Confirmation): Upon mutual interest, we'll conduct reference checks with former colleagues and supervisors to validate your accounting firm experience and professional capabilities.
• Stage 6 (Offer and Onboarding): Receive a competitive compensation package with comprehensive benefits, followed by integration into JC & Company's client service processes and Accounting & Auditing Department.

What's In It For You: Grow Within Financial Advisory Excellence \uD83D\uDE80

• Competitive Compensation \uD83D\uDCB0: Earn $80,000 to $150,000 base salary reflecting your experience and contributions to audit and assurance services within a comprehensive financial advisory environment.
• Comprehensive Benefits \uD83D\uDEE1️: Access complete medical and dental coverage plus additional benefits that support your professional and personal well-being throughout your career development.
• Full-Service Firm Exposure \uD83D\uDCC8: Expand your professional knowledge through exposure to advisory, tax, wealth management, and audit services, gaining broader financial services experience that enhances your career options.
• Central Ohio Client Community \uD83C\uDF0D: Serve clients across Lancaster and Central Ohio, including construction, healthcare, real estate, and professional services industries, building diverse experience and professional networks.
• Established Firm Stability \uD83C\uDFDB️: Develop your career within a firm committed to comprehensive client solutions and long-term relationships, providing stability and professional growth opportunities.
• Collaborative Environment \uD83E\uDD1D: Work within the Accounting & Auditing Department alongside experienced professionals who support your development and contribute to effective client service delivery.

About JC & Company:

JC & Company is a financial advisory firm dedicated to providing high-quality advisory, tax, and wealth management services to businesses and individuals throughout Central Ohio. With offices in Lancaster and Hilliard, the firm offers comprehensive and customized solutions tailored to each client's unique financial objectives.

Their mission centers on facilitating sustainable growth, optimizing tax efficiency, and cultivating wealth preservation and accumulation with integrity and professionalism. The firm serves diverse industries including construction, physicians and dentists, real estate, and professional service providers, delivering personalized attention and strategic guidance.

JC & Company's service offerings include their BOSS™ (Back Office Support System) for comprehensive accounting outsourcing, tax services, wealth management, payroll services, and audit and assurance services through their Accounting & Auditing Department. The firm's commitment to comprehensive client solutions and collaborative relationships positions them as trusted advisors within Central Ohio's business community.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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