Auditor/Program Coordinator (CSC)
State of Iowa
- Polk County, IA
- $53,414-81,349 per year
- Permanent
- Full-time
Please attach a cover letter and resume (.pdf format) along with the completed online application. Final candidates must be able to pass a criminal background check.Summary
The Client Security Commission, part of the Office of Professional Regulation, oversees the auditing of the client trust accounts of Iowa lawyers, assists in succession planning and trusteeships for attorneys, and manages the claims process related to the theft of client funds.
We are seeking an individual to join our team as a full-time trust accounts auditor/ audit program coordinator. This individual will be working in conjunction with Commission staff on various Client Security projects, primarily with regard to the audit of Iowa lawyers' client trust accounts. The objective of these audits is to educate lawyers regarding client trust account management and to verify compliance with the trust account rules.
Schedule: Monday to Friday 8-4:30. In-person for first three months, possibility of hybrid in-person/work from home thereafter. On rare occasions, travel, including overnight travel, may be required for this position. Eligible for State of Iowa benefits. Salary commensurate with experience. 40 hours per week.Responsibilities
Education: Duties include giving guidance to attorneys and their staff regarding maintenance of required trust account records and their use of programs such as QuickBooks and CLIO; assisting attorneys and their staff with resolution of trust account issues, especially stale funds; and assisting the Director with outreach and implementation of special audit programs.
Verification of Compliance: Duties include planning, research, and developing audit objectives and work plans; initiating audit requests, reviewing responses for timeliness and completion, and assisting with audit response management; collecting and analyzing information; tracking audit progress; developing audit findings and recommendations based on analysis; drafting reports, reviewing workpapers for accuracy.
Claims: Duties include processing applications for reimbursement from the Clients' Security Trust Fund; conducting investigations; compiling and classifying documents; assisting in the preparation of summaries and recommendations.
General Administrative Duties: Greeting callers and visitors, providing detailed responses about programs and procedures from readily available reference sources; providing administrative support; training and coordinating with the program's part-time auditors; assisting with rule and policy implementation; performing varied meeting-preparation and support tasks; implementing commission directives; assisting with OPR-wide regulatory and educational functions for attorneys.
Other duties as assigned and required.Minimum Qualification RequirementsGraduation from an accredited college or university and work experience equal to two years of full-time auditing, investigations, accounts examination or verification, accounting, or compliance; orGraduation from an accredited college or university with a bachelor's degree in accounting; orCurrent continuous experience in a government branch or agency that includes three years of full-time work as an Accountant or Auditor.Knowledge, Skills, and Abilities
High-level proficiency with standard office software, including word-processing and presentation software, PDF generation programs, video-conferencing, ShareFile, and Microsoft Excel®.
Strong mathematical and critical thinking skills.
Ability to meet specific deadlines on project-based assignments.
Ability to simultaneously handle multiple areas of responsibility with minimum supervision, properly prioritizing tasks and duties as dictated by changing demands.
Ability to communicate orally and in writing in a clear and succinct fashion.
Adaptability to different trust account management methods, and openness to new technologies and methods.
Accuracy and attention to detail are must-haves.
Valid Iowa driver's license and reliable transportation.
Experience with the following are a plus:
QuickBooks, CLIO, or other law office management programs
Trust account recordkeeping and preparation of triple reconciliations
Preference is given to those who have obtained the professional certification of Certified Public Accountant (CPA), Certified Internal Auditor (CIA) and/or Certified Fraud Examiner (CFE).Military veterans are encouraged to apply.
Relocation assistance is not available for this position.