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Title: 

Audit Internship

Location: 

Creative Planning Office

 

 

JOB SUMMARY

The Creative Planning Business Services Audit Intern works to provide and support excellent attest preparation services in a variety of industries as a member of BerganKDV*.  These could include manufacturing, distribution, technology, professional services,  non-profits or government organizations.  Audit Internship offers hands-on experience working closely with in-charges, Managers, and Partners to execute their assigned work.   

 

JOB DUTIES

  • Prepares basic and advanced work papers, including clear and concise written documentation under the supervisor of others in the attest practice. 
  • Drafts reports including footnotes and management and required communication letters.
  • Effectively follows instruction and work towards meets time budgets and deadlines for assigned areas, projects and overall assignments.
  • Understands and adheres to client confidentiality standards, demonstrating awareness of firm’s risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. 
  • Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service, communicating with all levels within the client’s organization, both orally and in writing. 
  • Develops basic understanding of client’s business to identify issues and provide constructive service suggestions. 

 

ATTEST PRACTICE AREAS

The attest practice encompasses four specialized areas of expertise.  Each area may call for additional training, unique skill sets, or prior experience to be successful in the role.

 

  • For-Profit Businesses
  • Governmental Organizations
  • Not-For-Profit Organizations
  • Forensics

 

REQUIRED EXPERIENCE / QUALIFICATIONS

  • Pursuing a bachelor’s degree in accounting or related degree 
  • Risk assessment and analysis

 

 

TECHNICAL SKILLS

  • Excellent interpersonal skills 
  • Strong written and verbal communication skills 
  • Strong analytical, teamwork and organizational skills 
  • Integrity, maturity, dependability, a positive attitude and a strong work ethic 
  • PC proficiency, including spreadsheet, word processing and presentation software applications 
  • Analytical skills with high detail orientation 
  • Research and understand professional frameworks, standards and guidance 

 

*Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.