Jaime Hargrove
CSA - Compliance/Quality & Risk Management
- Role
- Csa - Compliance Quality & Risk Management at EY
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Csa - Compliance Quality & Risk Management
Dec 2002 — Present · New York, NY, US
Identify and accumulate relevant client data from source documentation (e.g, client tax returns, client-prepared schedules, public filings)•Use computer software (Microsoft Excel, Microsoft Word, Lotus Notes, Outlook and firm-specific software) to organize and clearly present client data •Analyze client data for the purpose of making preliminary tax technical determinations regarding the treatment of such data•Input relevant client data into firm-specific computer software and use software to perform quantitative analyses of such data•Assist in preparation of draft engagement letters/master services agreements; ensure that signed copies and relevant engagement documentation is included in the firm\'s electronic archive systems.•Use firm-provided software to assist in preparation of fee estimates for projects; submit fee estimates and other relevant documentation to Engagement Review Committee for review•Ensure documentation and compliance of engagement matters with all firm policies, government and other regulatory agencies.•Correspond with members of Tax and/or Transaction Advisory Services to obtain necessary project approvals and documentation•Use firm software to report and describe time incurred in client service and other activities•Support multiple projects simultaneously and meet deadlines
Skills
- Microsoft Office
- Financial Reporting
- Customer Service
- Powerpoint
- Microsoft Excel
- Finance
- Financial Analysis
- Teamwork
- Risk Management
- Project Management
- Leadership
- Accounting
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